TOM & FRANCES LEACH FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TOM & FRANCES LEACH FOUNDATION INC (EIN 45-6012703)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349103711
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2017-05-15T12:24:13-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHLUM GOODHART PC | 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 | 2016-01-01 | 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 | 58502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BJELLA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rhonda Mahlum | PreparerPersonNm |
| PTIN | P00086535 | PTIN |
| Phone | 7016639345 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,754,752 | 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 | $147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $147 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $147 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $402,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $402,910 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $402,910 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $108,964 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $108,964 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $108,964 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $95,924 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,111,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,395,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,111,243 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,069 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $574,044 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $491,499 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,197,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,114,763 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $515,090 | 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 | $24,251 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,851 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $454 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $91 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $363 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $79 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $316 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,509 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,036 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,430 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,475 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,484 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $245 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $15,820 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,164 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,656 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,836 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,693 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,143 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,099 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $8,079 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,020 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,714 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $831,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $831,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,142,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $921,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,054,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,921,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $515,090 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,349 | CashBOYAmt |
| Cash EOY | $9,223,377 | CashEOYAmt |
| Cash EOYFMV | $9,223,377 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $343,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $569,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $569,851 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,915,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,825,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,214,307 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,016,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,729,511 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,007,894 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $964,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $964,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,738,823 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,808 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,006 | LandBOYAmt |
| Land EOY | $761 | LandEOYAmt |
| Land EOYFMV | $500 | LandEOYFMVAmt |
| Other Assets BOY | $101 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Total Assets BOY | $15,258,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,313,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,754,752 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $783 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $476 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $783 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $476 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,258,077 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,312,950 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,258,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,312,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,258,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,313,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,258,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,054,873 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,312,950 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,312,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK | P | 2016-01-01 | 2016-12-01 | $21,096 | $18,027 | $3,069 | $3,069 |
| US BANK | P | 2016-01-01 | 2016-12-01 | $100,000 | $100,000 | ||
| US BANK | P | 2015-01-01 | 2016-12-31 | $40,969 | $29,962 | $11,007 | $11,007 |
| US BANK | P | 2015-01-01 | 2016-12-31 | $7,754 | $5,483 | $2,271 | $2,271 |
| US BANK | P | 2015-01-01 | 2016-12-31 | $247 | $247 | $247 | |
| US BANK CAPITAL GAINS | P | 2015-01-01 | 2016-12-31 | $15,022 | $15,022 | $15,022 | |
| COMMONFUND | P | 2015-01-01 | 2016-12-31 | $9,210,846 | $6,131,251 | $3,079,595 | $3,079,595 |
| IDR K-1 NET LONG-TERM | P | 2015-01-01 | 2016-12-31 | $32 | $32 | $32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,111,243 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,069 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $821,568 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,328,153 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $873,149 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,917,270 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $744,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,804,280 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04183 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $556,654 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,013,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $613,954 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,112,926 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04350 | DistributionYr5Rt |
| Total Distribution | 0.208754 | TotalDistributionRt |
| Average Distribution | 0.041751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,914,677 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $789,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,211 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $828,918 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $921,532 | 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 | $39,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,211 | SubtotalAmt |
| Tax Based On Investment Income | $39,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,223 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,223 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $364 | EsPenaltyAmt |
| Tax Due | $22,352 | TaxDueAmt |
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 |
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 |
|---|---|---|---|---|---|---|
| FRANK BAVENDICK | ||||||
| PO BOX 313 | BISMARCK | ND | 585020313 | Chairman | 3.00 | $4,500 |
| BRIAN BJELLA | ||||||
| PO BOX 2798 | BISMARCK | ND | 585022798 | President | 3.00 | $5,000 |
| WILLIAM DANIEL | ||||||
| 304 EAST ROSSER SUITE 200 | BISMARCK | ND | 58501 | Vice President | 3.00 | $5,000 |
| TODD STEINWAND | ||||||
| 400 E BROADWAY AVE | BISMARCK | ND | 58501 | SECR/TREAS | 2.00 | $5,000 |
| JOHN ROSWICK | ||||||
| PO BOX 761 | BISMARCK | ND | 58502 | Director | 2.00 | $4,500 |
| PAUL SCHLEISMAN | ||||||
| 12600 MARION LANE WEST 103 | MINNETONKA | MN | 55305 | Director | 2.00 | $4,500 |
| DON CLEMENT | ||||||
| 1526 GALLEON PLACE | BISMARCK | ND | 58504 | 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 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $91,201 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,047,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $833,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,202,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,202,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,914,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $945,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $945,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,211 | TotalTaxAmt |
| Distributable Before Adj | $906,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $906,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $906,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $921,532 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $921,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,211 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $882,321 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $906,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $491,418 | UndistributedIncomePYAmt |
| Qualifying Distributions | $921,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $491,418 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $430,114 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $476,409 | 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 (59 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 |
| BIG BROTHERSBIG SISTERS | |||||||
| 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 20 CHILDREN AT-RISK. FUNDING NEEDED FOR A SOCIAL/STAFF WORKERS TIME REQUIRED TO COMPLETE EACH MENTOR MATCH AND ALL THE NECESSARY CASEWORK EVALUATIONS. | $5,000 |
| BISMARCK-MANDAN CIVIC CHORUS | |||||||
| PO BOX 2566 | BISMARCK | ND | 58502 | NONE | PC | UNDERWITE SALARY OF DIRECTOR WITH FIVE PERFORMANCES SCHEDULED FOR THE CURRENT CONCERT SEASON. | $3,500 |
| BISMARCK-MANDAN ORCHESTRAL ASSOCIAT | |||||||
| PO BOX 2031 | BISMARCK | ND | 58502 | NONE | PC | SUPPORT THE 2015-2016 SEASON WHICH INCLUDES SIX SUBSCRIPTION CONCERTS | $10,000 |
| BISMARCK ART GALLERIES ASSOCIATION | |||||||
| 422 EAST FRONT AVENUE | BISMARCK | ND | 58504 | NONE | PC | SPONSORSHIP OF EXHIBITS AND STUDENT EXHIBITS FOR BISMARCK PUBLIC HIGH 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. | $3,500 |
| 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 | CAPITAL IMPROVEMENTS FOR A NEW SHELTER TO PROVIDE A SAFE AND PROPER ENVIRONMENT FOR THE ANIMALS AND THE PEOPLE THAT CARE FOR THEM. | $6,000 |
| CHARLES HALL YOUTH SERVICES | |||||||
| PO BOX 1995 | BISMARCK | ND | 58502 | NONE | PC | IMPACT CREATIVE ARTS PROGRAM FOR SHELTERED AT-RISK YOUTH. PROVIDE A MENTORING PROGRAM WITH LOCAL ARTISTS TO DEVELOP SKILLS AND EXPLORE THE WORLD IN A DIFFERENT MEDIUM. | $15,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 961 | BISMARCK | ND | 58502 | NONE | PC | GENERAL OPERATIONS COSTS IN ND - WORK WITH YOUTH IN THE AREA OF SPORTS TO ENCOURAGE, EQUIP, AND EMPOWER COACHES AND ATHLETS TO MAKE AN IMPACT THROUGH CORE VALUES OF INTEGRITY, SERVICE, AND TEAMWORK. | $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 JC TOM AND FRANCES LEACH FOUNDATION SCHOLARSHIP FUND WITH CASH AWARDS MADE ON ANNUAL BASIS TO A STUDENT WHO WILL ACHIEVE A DEGREE DURING THE AWARD YEAR. FOR ARTS, HUMANITIES, OR NURSING STUDENTS. | $5,000 |
| GOLDEN AGE CLUB MANDAN ND | |||||||
| PO BOX 267 | MANDAN | ND | 58554 | NONE | PC | SUPPORT CONGREGATE & HOME-DELIVERED MEALS TO KEEP SENIORS IN GOOD HEALTH AND PROVIDE SOCIAL ACTIVITIES. | $6,000 |
| 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. | $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 NEEDY UNPRVILEGED YOUTH/ADULTS. | $3,000 |
| RUTH MEIERS HOSPITALITY HOUSE INC | |||||||
| PO BOX 2092 | BISMARCK | ND | 58502 | NONE | PC | CAPITAL IMPROVEMENTS FOR THE "STONE SOUP KITCHEN" PROGRAM UPGRADES TO MEET HEALTH AND BUILDING REGULATIONS AND INCREASE THE ABILITY TO SERVE MEALS. | $10,000 |
| 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 |
| VOLUNTEER CAREGIVER EXCHANGE | |||||||
| 600 S 2ND ST STE 8 | BISMARCK | ND | 58504 | NONE | PC | GENERAL OPERATIONAL COSTS TO PROMOTE THE SERVICES TO THE COMMUNITY SO MORE SENIORS HAVE THE ADVANTAGE OF ACCESS TO ASSISTANCE WHILE MAINTAINING THEIR RESIDENCES. | $5,000 |
| BISMARCK YOUNG LIFE | |||||||
| 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 |
| HEARTVIEW FOUNDATION | |||||||
| 101 E BROADWAY AVE | BISMARCK | ND | 58501 | NONE | PC | CAPITAL IMPROVEMENT FOR A 7,000 SQUARE FOOT ADDITION TO PROVIDE AN ADDITIONAL 16-BED INPATIENT CARE FACILITY. | $64,000 |
| 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 |
| THEODORE ROOSEVELT MEDORA FOUNDATIO | |||||||
| 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. | $100,000 |
| 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 |
| ND REGIONAL TEEN CHALLENGE | |||||||
| PO BOX 1143 | MANDAN | ND | 58554 | NONE | PC | FUTURE COMMITMENT: SUPPORT CAPITAL IMPROVEMENTS AT FACILITY FOR ADDICTS WHO WANT TO ACHIEVE A DRUG-FREE LIFE. 1 PAYMENT REMAINING ON PLEDGE. | $40,000 |
| SLEEPY HOLLOW SUMMER THEATER | |||||||
| PO BOX 675 | BISMARCK | ND | 58502 | NONE | PC | FUTURE COMMITMENT ADDITIONAL FUNDING FOR STAGE/SOUND PROJECT. 1 PAYMENT OF 5 REMAINING. | $31,250 |
| 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 |
| STATE HISTORICAL SOCIETY OF ND FDN | |||||||
| PO BOX 1976 | BISMARCK | ND | 58502 | NONE | PC | FUND A FILM ABOUT TOM & FRANCES LEACH IN A DOCUMENTARY "FATHER OF NORTH DAKOTA PETROLEUM INDUSTRY" AND SPONSOR CONSTRUCTION OF GREAT PLAINS THEATER INSIDE THE ND HERITAGE CENTER. | $120,000 |
| STATE HISTORICAL SOCIETY OF ND FDN | |||||||
| PO BOX 1976 | BISMARCK | ND | 58502 | NONE | PC | FUND A FILM ABOUT TOM & FRANCES LEACH IN A DOCUMENTARY "FATHER OF NORTH DAKOTA PETROLEUM INDUSTRY" AND SPONSOR CONSTRUCTION OF GREAT PLAINS THEATER INSIDE THE ND HERITAGE CENTER. 4TH OF 5 PAYMENTS. | $120,000 |
| BISMARCK MANDAN CHAMBER FDN-COMM BO | |||||||
| 1640 BURNT BOAT DR | BISMARCK | ND | 58503 | NONE | PC | REPLACEMENT OF THE SYNTACTIC FOR THE BISMARCK COMMUNITY BOWL. | $100,000 |
| 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. THIRD OF 5 PAYMENTS. | $20,000 |
| ND SAFETY COUNCIL | |||||||
| 1640 BURNT BOAT DRIVE | BISMARCK | ND | 58503 | NONE | PC | SUPPORT CONSTRUCTION OF A CENTER FOR SAFETY EDUCATION. SECOND OF 5 PAYMENTS. | $50,000 |
| 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. THIRD OF 5 PAYMENTS. | $50,000 |
| THE YMCA | |||||||
| 1608 N WASHINGTON ST | BISMARCK | ND | 58501 | NONE | PC | CONSTRUCTION OF A FACILITY IN MANDAN. THIRD OF 5 PAYMENTS. | $100,000 |
| THE YMCA | |||||||
| 1608 N WASHINGTON ST | BISMARCK | ND | 58501 | NONE | PC | CONSTRUCTION OF A NEW FACILITY IN MANDAN. | $200,000 |
| MISSOURI VALLEY YMCA | |||||||
| PO BOX 549 | BISMARCK | ND | 58502 | NONE | PC | IN MEMORY OF A PAST BOARD MEMBER FOR GENERAL USE. | $1,000 |
| BISMARCK-MANDAN CHAMBER FDN-PLAYGRO | |||||||
| 1640 BURNT BOAT DR | BISMARCK | ND | 58503 | NONE | PC | CONSTRUCTION OF A UNIVERSAL PLAYGROUND FOR CHILDREN AND ADULTS WITH PHYSICAL LIMIATIONS IN MANDAN, ND. | $40,000 |
| ND SAFETY COUNCIL | |||||||
| 1640 BURNT BOAT DR | BISMARCK | ND | 58503 | NONE | PC | SUPPORT CONSTRUCTION OF A CENTER FOR SAFETY EDUCATION. FUTURE PAYMENTS OVER 4 YEARS. | $150,000 |
| UNITED TRIBES TECHNICAL COLLEGE | |||||||
| 3315 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PF | SUPPORT FOR MAKING SCHOLAR PROGRAM AT THE COLLEGE. | $5,000 |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | NONE | PC | CONSTRUCTION OF A NEW STUDENT LIVING AREA. SECOND 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. | $3,500 |
| HEARTVIEW FOUNDATION | |||||||
| 101 E BROADWAY | BISMARCK | ND | 58503 | NONE | PC | EXPANSION OF THE FACILITIES INCLUDING PURCHASE OF A BUILDING. PROVIDES TREATMENT OPTIONS FOR ADDICTION. THIRD OF 5 PAYMENTS. | $32,000 |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | CONSTRUCTION OF A NEW STUDENT LIVING AREA. PAYMENTS THRU 2024. | $640,000 | |
| AID INC | |||||||
| 314 W MAIN ST | MANDAN | ND | 58554 | NONE | PC | BUILDING REPAIRS - WORK TABLES | $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. | $25,000 |
| BURLEIGH CO SENIOR ADULTS | |||||||
| 315 N 20TH ST | BISMARCK | ND | 58501 | NONE | PC | NUTRITION PROGRAM AND EQUIPMENT | $2,500 |
| 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. FIRST PLEDGE PAYMENT. | $10,000 |
| 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. FIRST OF THREE PAYMENTS. | $5,000 |
| BISMARCK LIBRARY FOUNDATION INC | |||||||
| 515 N 5TH ST | BISMARCK | ND | 58501 | NONE | PC | 2017 Children's - Teen Summer Reading Program | $3,000 |
| TRACY'S SANCTUARY HOUSE | |||||||
| 908 N 8TH ST | BISMARCK | ND | 58501 | NONE | PC | Executive Director Support - One Year | $3,250 |
| 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. | $40,000 |
| 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. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,295,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,910 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $95,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,111,243 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX-EXEMPT INTEREST | 14 | |
| THOMAS W. LEACH TRUST | 15 | $574,044 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,184,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,184,268 | 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 | $7,545 | Amt |
| Net Investment Income | $1,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,036 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| HP COMPUTER | 2014-10-09 | $744 | $168 | SL | 0.2000 | $149 |
| CANON SCANNER | 2015-01-14 | $478 | $48 | SL | 0.2000 | $96 |
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 | $3,729,511 | EOYBookValueAmt |
| EOYFMV | $4,007,894 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMONFUNDS | ||
| EQUITIES HELD AT US BANK | $3,825,719 | $4,214,307 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 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 | $863,901 | $906,172 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $12,341 | $11,580 | $761 | $500 |
| Improvements | $3,228 | $3,228 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $395 | LegalFeesAmt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $316 | DisbursementsCharitablePrpsAmt |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,361 | $647 | $4,714 |
| Rental Expenses | $13,040 | $13,040 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THOMAS W. LEACH TRUST | Desc |
| Revenue And Expenses Per Books | $574,044 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $783 | BOYBookValueAmt |
| EOY Book Value | $476 | 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 | $122,259 | $122,259 | $0 | $0 |
| OTHER - TITLE WORK | $27,171 | $27,171 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,104 | $3,104 | |
| PAYROLL TAXES | $1,855 | $371 | $1,484 |
| TAX ON INVESTMENT INCOME | $27,000 |
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