BETA

JANE BEKINS MEGINNIS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JANE BEKINS MEGINNIS FOUNDATION (EIN 42-1475620)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-17
IRS object ID
201811989349100621
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-17T11:00:34-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481292483PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HENJES CONNER & WILLIAMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1937AddressLine1Txt
CityDAKOTA DUNESCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57049ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421475620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE BEKINS MEGINNIS FOUNDATIONBusinessNameLine1Txt
Business Name Line2% RICHARD KUNZBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJANEBusinessNameControlTxt
Phone6052326062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 DAKOTA DUNES BOULEVARDAddressLine1Txt
CityDAKOTA DUNESCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE MEGINNISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7123373438PhoneNum
Signature2018-07-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA J WILLERPreparerPersonNm
PTINP00121904PTIN
Phone6052423900PhoneNum
Preparation2018-07-02PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$538,927FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,124DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$173,271GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$52,404TotalRevAndExpnssAmt
Total Net Invst Incm$52,683TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,190AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,254OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,254OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Net Invst Incm$198TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,444TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,452TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$131,355ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$131,355ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$135,799TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,452TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,355TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$83,395ExcessRevenueOverExpensesAmt
Net Investment Income$49,231NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$405CashBOYAmt
Cash EOY-$1,314CashEOYAmt
Cash EOYFMV-$1,314CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,855SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,067SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,067SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$46,812USGovernmentObligationsBOYAmt
US Government Obligations EOY$41,055USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$40,132USGovtObligationsEOYFMVAmt
Corporate Stock BOY$392,311CorporateStockBOYAmt
Corporate Stock EOY$335,439CorporateStockEOYAmt
Corporate Stock EOYFMV$406,288CorporateStockEOYFMVAmt
Corporate Bonds BOY$98,390CorporateBondsBOYAmt
Corporate Bonds EOY$75,321CorporateBondsEOYAmt
Corporate Bonds EOYFMV$75,754CorporateBondsEOYFMVAmt
Total Assets BOY$551,963TotalAssetsBOYAmt
Total Assets EOY$468,568TotalAssetsEOYAmt
Total Assets EOYFMV$538,927TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$551,963RetainedEarningBOYAmt
Retained Earning EOY$468,568RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$551,963TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$468,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$551,963TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$468,568TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$551,963TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$83,395ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$468,568SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$468,568TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SNB S-TP2016-09-212017-01-11$2,561$2,561$0$0
SNB L-TP2012-06-282017-10-03$160,136$131,151$28,985$28,985
CAPITAL GAINS DIVIDENDSP$10,574$10,574$10,574
FieldValueIRS element (for citing)
Capital Gain Net Income$39,559CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$195,392AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$613,897NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.318281DistributionYr1Rt
Adjusted Qlfy Distri Yr2$136,329AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$797,388NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.170969DistributionYr2Rt
Adjusted Qlfy Distri Yr3$144,386AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$982,116NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.147015DistributionYr3Rt
Adjusted Qlfy Distri Yr4$57,865AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$957,127NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060457DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,235AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$796,833NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.075593DistributionYr5Rt
Total Distribution0.772315TotalDistributionRt
Average Distribution0.154463AverageDistributionRt
Net Vl Noncharitable Assets$555,680NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$85,832AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$492NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,324AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$131,355QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$492InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$492SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$492TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$479EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$13ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$492TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANE MEGINNISIndividualWithBooksNm
Phone4356521333PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12331 W ENTRADA TR 51AddressLine1Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJANE BEKINS MEGINNISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12331 W ENTRADA TR 51AddressLine1Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd
FieldValueIRS element (for citing)
TitlePRES.-DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$553,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,671AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$564,142TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$564,142AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$555,680NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$492TaxBasedOnInvestmentIncomeAmt
Total Tax$492TotalTaxAmt
Distributable Before Adj$27,292DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,292DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,292DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,355ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$131,355QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$492PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$130,863AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,292DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,748ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,742ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$97,184ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$96,976ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$165,143ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$390,793TotalExcessDistributionCyovAmt
Qualifying Distributions$131,355QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,292AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,063RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$494,856TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$20,748ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$474,108ExcessDistriCyovToNextYrAmt
Excess From Year4$10,742ExcessFromYear4Amt
Excess From Year3$97,184ExcessFromYear3Amt
Excess From Year2$96,976ExcessFromYear2Amt
Excess From Year1$165,143ExcessFromYear1Amt
Excess From Current Year$104,063ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJANE BEKINS MEGINNISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12331 W ENTRADA TRAIL 51AddressLine1Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4356521333RecipientPhoneNum
Form And Info And MaterialsINFORMATION 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 DeadlinesTHERE ARE NO SPECIFIC TIMEFRAMES FOR SUBMISSION OF REQUESTS. REQUESTS WILL BE CONSIDERED WHEN RECEIVSubmissionDeadlinesTxt
Restrictions On AwardsNONE UNLESS SPECIFIED AT TIME A CONTRIBUTION IS MADE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN INDIAN EDUCATION FUND
2401 EGLIN STRAPID CITYSD57703NONEPUBLICUNRESTRICTED$100
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONEPUBLICUNRESTRICTED$50
ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE ST 600ATLANTAGA30309NONEPUBLICUNRESTRICTED$100
CENTER FOR THE ARTS
606 6TH STCRESTED BUTTECO81220NONEPUBLICUNRESTRICTED$500
COLUMBIA CENTER FOR THE ARTS
215 CASCADE AVENUEHOOD RIVEROR97031NONEPUBLICUNRESTRICTED$200
COVENANT HOUSE
461 EIGHTH AVENUENEW YORKNY10001NONEPUBLICUNRESTRICTED$50
CRESTED BUTTE LAND TRUST
308 3RD STREETCRESTED BUTTECO81224NONEPUBLICUNRESTRICTED$1,000
JUDICIAL WATCH
425 THIRD STREET SWWASHINGTONDC20024NONEPUBLICUNRESTRICTED$1,100
KAYENTA ARTS FOUNDATION
881 COYOTE GULCH COURTIVINSUT84738NONEPUBLICUNRESTRICTED$105,025
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN56007NONEPUBLICUNRESTRICTED$200
MORNINGSIDE COLLEGE
1501 MORNINGSIDE AVENUESIOUX CITYIA51106NONEPUBLICUNRESTRICTED$5,000
MOUNTIAN HERITAGE MUESUM
331 ELK AVECRESTED BUTTECO81224NONEPUBLICUNRESTRICTED$300
NORTHERN PLAINS RESERVATION AID
16415 ADDISON RD ST 200ADDISONTX75001NONEPUBLICUNRESTRICTED$875
OKOBOJI PROTECTIVE ASSOCIATION
PO BOX 242OKOBOJIIA51355NONEPUBLICUNRESTRICTED$100
ORPHANED AND INJURED WILDLIFE INC
PO BOX 330MONKTONMD21111NONEPUBLICUNRESTRICTED$1,000
PARADISE ANIMAL WELFARE SOCIETY
26651 COLORADO HWY 135CRESTED BUTTECO81224NONEPUBLICUNRESTRICTED$200
PAWS
336 BUCKLEY DRCRESTED BUTTECO81224NONEPUBLICUNRESTRICTED$5,000
PEARSON LAKES ARTS CENTER
2201 HWY 71OKOBOJIIA51355NONEPUBLICUNRESTRICTED$100
RED CLOUD INDIAN SCHOOL
100 MISSION DRPINE RIDGESD57770NONEPUBLICUNRESTRICTED$2,500
SIOUX CITY ART CENTER
225 NEBRASKA STREETSIOUX CITYIA51101NONEPUBLICUNRESTRICTED$1,125
SIOUX CITY PUBLIC MUSEUM
607 4TH STREETSIOUX CITYIA51101NONEPUBLICUNRESTRICTED$100
SOUTH WEST INDIAN FOUNDATION
100 WEST COAL AVENUEGALLUPNM87301NONEPUBLICUNRESTRICTED$300
SOUTHWEST RESERVATION AID
16415 ADDISON RD ST 200ADDISONTX75001NONEPUBLICUNRESTRICTED$355
SOUTHWEST WILDLIFE FOUNDATION
PO BOX 1907CEDAR CITYUT84721NONEPUBLICUNRESTRICTED$100
ST JOESPH
1301 N MAIN STCHAMBERLAINSD57325NONEPUBLICUNRESTRICTED$400
ST LABRE INDIAN SCHOOL
100 TONGUE RIVER RDASHLANDMT59004NONEPUBLICUNRESTRICTED$2,000
THE LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201NONEPUBLICUNRESTRICTED$2,000
THE PRINCIPIA
13201 CLAYTON RDST LOUISMO63131NONEPUBLICUNRESTRICTED$500
UNIVERSITY OF NE FOUNDATION
1010 LINCOLN MALL 300LINCOLNNE68508NONEPUBLICUNRESTRICTED$100
WHILE YOU ARE AWAY
27702 CROWAN VALLEY PKWYLADERA RANCHCA92694NONEPUBLICUNRESTRICTED$125
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20090NONEPUBLICUNRESTRICTED$850
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$131,355TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,845ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$52,404ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,404TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,190Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK HIGH YIELD BD FD$12,974$12,711
GOLDMAN SACHS EMERGING MKT DBT FD-1$12,345$12,959
PIMCO FOREIGN BOND FUND$20,822$20,973
PIMCO TOTAL RETURN FUND INST$29,180$29,111

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLIANZ NFJ DIVIDEND VAL FD-INS$11,353$13,289
AMERICAN BEACON LARGE CAP VALUE FD$11,075$14,923
DELAWARE EMERGING MKTS FD-I$10,647$15,787
GOLDMAN SACHS LRG CAP VAL FD-I$6,494$8,220
OAKMARK INTL FD #109$16,934$21,782
T ROWE PRICE GROWTH STK FD INC$14,497$23,392
T ROWE PRICE DIVERS S/C GRTH$7,564$9,959
TEMPLETON FOREIGN EQUITY SERIES$19,415$21,887
VANGUARD MID CAP INDEX SIGNAL FD$15,179$23,102
VANGUARD TOTAL BOND MDT INDEX FD-SIG$23,428$22,923
VANGUARD 500 INDEX SIGNAL FD$46,211$65,783
MFS MASS INV GROWTH STK-I$18,240$22,073
VANGUARD S/C VAL INDX ADM$16,052$19,582
JANUS GLOBAL REAL ESTATE-1$15,960$15,892
JANUS FLEXIBLE BOND FD - 1$29,356$29,108
VANGUARD INTL EXPLORER$12,785$15,539
VANGUARD TOTAL INT ST IDX-ADM$19,408$22,817
STERLING CAP TOTAL RET$25,246$25,047
VANGUARD INFLATION-PROTECTED SECS FD$15,595$15,183

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$41,055USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$40,132USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUST FEESCategoryTxt
Amt$3,254Amt
Net Investment Income$3,254NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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