JANE BEKINS MEGINNIS FOUNDATION: Form 990PF, tax year 2018
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- Organization
- JANE BEKINS MEGINNIS FOUNDATION (EIN 42-1475620)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-29
- IRS object ID
- 201922109349100732
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-29T14:01:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481292483 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENJES CONNER & WILLIAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1937 | AddressLine1Txt |
| City | DAKOTA DUNES | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57049 | 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 | 421475620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BEKINS MEGINNIS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | % RICHARD KUNZ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 6052326062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 DAKOTA DUNES BOULEVARD | AddressLine1Txt |
| City | DAKOTA DUNES | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MEGINNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7123373438 | PhoneNum |
| Signature | 2019-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA J WILLER | PreparerPersonNm |
| PTIN | P00121904 | PTIN |
| Phone | 6052423900 | PhoneNum |
| Preparation | 2019-07-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.172.193.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-12 | IPDt |
| IP Tm | 14:28:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 88AF5ADB4A7313B1282130C71D784CB4E13E88CE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC738EC966C998A56CE826455106C2A84F3D9FCE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $434,353 | 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 |
| Dividends Rev And Expnss | $11,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $276 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,201 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,809 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,769 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1,314 | CashBOYAmt |
| Cash EOY | $6,172 | CashEOYAmt |
| Cash EOYFMV | $6,172 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,982 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,982 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $41,055 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $41,055 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $39,795 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $335,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $326,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $334,938 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,199 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $36,466 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $468,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $429,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $434,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $468,568 | RetainedEarningBOYAmt |
| Retained Earning EOY | $429,234 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $468,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $429,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $468,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $429,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $468,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $429,234 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $429,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SNB #1582 - L-T | P | 2012-06-28 | 2018-12-31 | $108,530 | $91,900 | $16,630 | $16,630 |
| CAPITAL GAINS DIVIDENDS | P | $10,873 | $10,873 | $10,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,503 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,863 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $555,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.235501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,392 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $613,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.318281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $797,388 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.170969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $144,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $982,116 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.147015 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $957,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060457 | DistributionYr5Rt |
| Total Distribution | 0.932223 | TotalDistributionRt |
| Average Distribution | 0.186445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $463,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,497 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $364 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $590 | OverpaymentAmt |
| Applied To ES Tax | $590 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE MEGINNIS | IndividualWithBooksNm |
| Phone | 4356521333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 N CHUSI WAY | AddressLine1Txt |
| City | IVINS | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84738 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE BEKINS MEGINNIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 993 N CHUSI WAY | AddressLine1Txt |
| City | IVINS | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES.-DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $456,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $470,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $470,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $463,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $22,469 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,469 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,469 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,184 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $165,143 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $474,108 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,006 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $525,114 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $10,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $514,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,184 | ExcessFromYear4Amt |
| Excess From Year3 | $96,976 | ExcessFromYear3Amt |
| Excess From Year2 | $165,143 | ExcessFromYear2Amt |
| Excess From Year1 | $104,063 | ExcessFromYear1Amt |
| Excess From Current Year | $51,006 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BEKINS MEGINNIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TRAIL 51 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4356521333 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION SHOULD BE PRESENTED IN A ONE PAGE LETTER. INFORMATION SHOULD INCLUDE AN EXPLANATION OF HOW CONTRIBUTIONS WILL BE USED AND PROOF OF TAX EXEMPT STATUS OF ORGANIZATION REQUESTING FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SPECIFIC TIMEFRAMES FOR SUBMISSION OF REQUESTS. REQUESTS WILL BE CONSIDERED WHEN RECEIV | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE UNLESS SPECIFIED AT TIME A CONTRIBUTION IS MADE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN EDUCATION FUND | |||||||
| 2401 EGLIN ST | RAPID CITY | SD | 57703 | NONE | PUBLIC | UNRESTRICTED | $600 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PUBLIC | UNRESTRICTED | $50 |
| CENTER FOR THE ARTS | |||||||
| 606 6TH ST | CRESTED BUTTE | CO | 81220 | NONE | PUBLIC | UNRESTRICTED | $2,200 |
| COLUMBIA CENTER FOR THE ARTS | |||||||
| 215 CASCADE AVENUE | HOOD RIVER | OR | 97031 | NONE | PUBLIC | UNRESTRICTED | $200 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $50 |
| CRESTED BUTTE LAND TRUST | |||||||
| 308 3RD STREET | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| KAYENTA ARTS FOUNDATION | |||||||
| 881 COYOTE GULCH COURT | IVINS | UT | 84738 | NONE | PUBLIC | UNRESTRICTED | $50,100 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 56007 | NONE | PUBLIC | UNRESTRICTED | $400 |
| MORNINGSIDE COLLEGE | |||||||
| 1501 MORNINGSIDE AVENUE | SIOUX CITY | IA | 51106 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| NORTHERN PLAINS RESERVATION AID | |||||||
| 16415 ADDISON RD ST 200 | ADDISON | TX | 75001 | NONE | PUBLIC | UNRESTRICTED | $1,600 |
| ORPHANED AND INJURED WILDLIFE INC | |||||||
| PO BOX 330 | MONKTON | MD | 21111 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PARADISE ANIMAL WELFARE SOCIETY | |||||||
| 26651 COLORADO HWY 135 | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $200 |
| PAWS | |||||||
| 336 BUCKLEY DR | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $200 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | NONE | PUBLIC | UNRESTRICTED | $3,400 |
| SIOUX CITY ART CENTER | |||||||
| 225 NEBRASKA STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $125 |
| SIOUX CITY PUBLIC MUSEUM | |||||||
| 607 4TH STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $100 |
| SOUTH WEST INDIAN FOUNDATION | |||||||
| 100 WEST COAL AVENUE | GALLUP | NM | 87301 | NONE | PUBLIC | UNRESTRICTED | $700 |
| SOUTHWEST RESERVATION AID | |||||||
| 16415 ADDISON RD ST 200 | ADDISON | TX | 75001 | NONE | PUBLIC | UNRESTRICTED | $400 |
| SOUTHWEST WILDLIFE FOUNDATION | |||||||
| PO BOX 1907 | CEDAR CITY | UT | 84721 | NONE | PUBLIC | UNRESTRICTED | $100 |
| ST LABRE INDIAN SCHOOL | |||||||
| 100 TONGUE RIVER RD | ASHLAND | MT | 59004 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| THE PRINCIPIA | |||||||
| 13201 CLAYTON RD | ST LOUIS | MO | 63131 | NONE | PUBLIC | UNRESTRICTED | $500 |
| UNIVERSITY OF NE FOUNDATION | |||||||
| 1010 LINCOLN MALL 300 | LINCOLN | NE | 68508 | NONE | PUBLIC | UNRESTRICTED | $100 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| UTAH FOOD BANK | |||||||
| 3150 S 900 W | SOUTH SALT LAKE | UT | 84119 | NONE | PUBLIC | UNRESTRICTED | $50 |
| BRIAR CLIFF UNIVERSITY BASKETBALL | |||||||
| 3303 REBECCA ST | SIOUX CITY | IA | 51104 | NONE | PUBLIC | UNRESTRICTED | $200 |
| CONSERVE SOUTHWEST UTAH | |||||||
| 321 N MALL DR B202 | ST GEORGE | UT | 84790 | NONE | PUBLIC | UNRESTRICTED | $60 |
| CASTLE ON THE HILL | |||||||
| 610 13TH ST 76 | SIOUX CITY | IA | 51105 | NONE | PUBLIC | UNRESTRICTED | $40 |
| OGLALA LAKOTA COLLEGE | |||||||
| 490 PIYA WICONI ROAD | KYLE | SD | 57752 | NONE | PUBLIC | UNRESTRICTED | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,475 | 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 | $11,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,947 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,947 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,201 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BD FD | $8,076 | $7,088 |
| GOLDMAN SACHS EMERGING MKT DBT FD-1 | $7,385 | $6,901 |
| PIMCO TOTAL RETURN FUND INST | $22,738 | $22,477 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZ NFJ DIVIDEND VAL FD-INS | $11,353 | $9,402 |
| AMERICAN BEACON LARGE CAP VALUE FD | $11,075 | $11,887 |
| DELAWARE EMERGING MKTS FD-I | $12,987 | $14,275 |
| OAKMARK INTL FD #109 | $15,628 | $13,979 |
| T ROWE PRICE GROWTH STK FD INC | $10,261 | $15,092 |
| T ROWE PRICE DIVERS S/C GRTH | $6,449 | $7,585 |
| TEMPLETON FOREIGN EQUITY SERIES | $17,897 | $13,432 |
| VANGUARD MID CAP INDEX SIGNAL FD | $13,692 | $17,891 |
| VANGUARD TOTAL BOND MDT INDEX FD-SIG | $20,971 | $20,135 |
| VANGUARD 500 INDEX SIGNAL FD | $37,077 | $49,491 |
| MFS MASS INV GROWTH STK-I | $14,130 | $15,610 |
| VANGUARD S/C VAL INDX ADM | $12,696 | $13,009 |
| JANUS GLOBAL REAL ESTATE-1 | $14,724 | $13,503 |
| JANUS FLEXIBLE BOND FD - 1 | $20,751 | $19,880 |
| VANGUARD INTL EXPLORER | $15,096 | $12,439 |
| VANGUARD TOTAL INT ST IDX-ADM | $21,897 | $20,605 |
| STERLING CAP TOTAL RET | $27,582 | $26,517 |
| VANGUARD INFLATION-PROTECTED SECS FD | $14,500 | $13,515 |
| JP MORGAN EQUITY INCOME-R6 | $8,911 | $8,169 |
| PIMCO INCOME FUND-INS | $19,149 | $18,522 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $41,055 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $39,795 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $276 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST FEES | $2,769 | $2,769 | $0 |
| BANK FEES | $40 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $0 | $224 | $0 |
| INCOME TAX | $520 | $0 | $0 |
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