BETA

SAM F WELLER FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SAM F WELLER FAMILY FOUNDATION (EIN 47-1887384)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-14
IRS object ID
201723189349101512
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T09:51:10-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460434947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELO PROF LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471887384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM F WELLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMFBusinessNameControlTxt
Phone6059967717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID G OLSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2017-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE A ELDEEN CPAPreparerPersonNm
PTINP00736101PTIN
Phone6059967717PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id19BCCE788F45D36A47A91A8AE4CDE4EDB5AA26DDAtSubmissionCreationDeviceId
At Submission Filing Device Id3736C0DDAE1A97EB5FD42954E1ACCDC1AF4CDCECAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,643,651FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,041DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,041DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$197,748GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,253CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$27,302TotalRevAndExpnssAmt
Total Net Invst Incm$17,302TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$994AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$994AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,417OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,417OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$705OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$705OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,411TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$705TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,761ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,761ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,945TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,411TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,466TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,643ExcessRevenueOverExpensesAmt
Net Investment Income$9,891NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,947CashBOYAmt
Cash EOY$34,160CashEOYAmt
Cash EOYFMV$34,160CashEOYFMVAmt
Corporate Stock BOY$514,827CorporateStockBOYAmt
Corporate Stock EOY$501,538CorporateStockEOYAmt
Corporate Stock EOYFMV$501,538CorporateStockEOYFMVAmt
Other Investments BOY$991,774OtherInvestmentsBOYAmt
Other Investments EOY$1,107,953OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,107,953OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,548,548TotalAssetsBOYAmt
Total Assets EOY$1,643,651TotalAssetsEOYAmt
Total Assets EOYFMV$1,643,651TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,548,548UnrestrictedBOYAmt
Unrestricted EOY$1,643,651UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,548,548TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,643,651TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,548,548TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,643,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,548,548TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,643ExcessRevenueOverExpensesAmt
Other Increases$146,746OtherIncreasesAmt
Subtotal$1,643,651SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,643,651TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ADVANSIX - CASH IN LIEUP2015-06-092016-12-05$104$104$104
EMC CORP MASSP2015-06-092016-09-07$11,477$1,060$1,060$10,417
NETFLIX INCP2015-06-092017-01-04$2,553$704$704$1,849
WALT DISNEY COMPANYP2015-06-092017-06-26$2,609-$104-$104$2,713
ALLERGAN INCP2016-07-142017-06-26$2,468$33$33$2,435
FACEBOOKP2015-06-092017-06-26$6,923$3,293$3,293$3,630
NETFLIX INCP2015-06-092017-03-02$18,888$6,407$6,407$12,481
ALPHABET INC CL AP2015-06-092017-06-26$4,862$2,151$2,151$2,711
FEDEX CORP DELAWAREP2015-10-082017-03-02$13,632$2,919$2,919$10,713
NETFLIX INCP2015-06-092017-06-26$1,557-$292-$292$1,849
AMAZON COM INCP2015-06-092016-12-05$3,778$1,651$1,651$2,127
FEDEX CORP DELAWAREP2016-03-012017-03-02$5,842$1,582$1,582$4,260
ORACLE CORPP2015-06-092016-12-05$1,543-$180-$180$1,723
AMAZON COM INCP2015-06-092017-06-26$4,964$2,837$2,837$2,127
GILEAD SCIENCES INCP2015-06-092016-08-08$8,722-$3,901-$3,901$12,623
ORACLE CORPP2015-06-092017-06-26$1,520$228$228$1,292
APPLE COMPUTEP2015-06-092017-06-07$3,873$687$687$3,186
GILEAD SCIENCES INCP2015-06-092017-03-29$9,100-$6,391-$6,391$15,491
ORACLE CORPP2015-06-092017-06-07$1,121$44$44$1,077
APPLE COMPUTERP2015-06-092017-06-26$5,817$720$720$5,097
HALLIBURTON COMPANYP2016-11-102017-06-26$1,450-$257-$257$1,707
PAYPAL HOLDINGS INCP2015-07-162017-06-26$2,140$598$598$1,542
BAIDU INCP2015-06-092016-07-19$10,416-$2,750-$2,750$13,166
HONEYWELL INTL INCP2015-06-092017-06-26$6,026$1,366$1,366$4,660
PHILLIP MORRIS INT'LP2015-06-092017-06-26$1,788$577$577$1,211
BIOGEN IDEC INCP2016-03-012017-06-26$2,778$79$79$2,699
JP MORGAN CHASEP2015-06-092017-06-26$3,029$678$678$2,351
PROCTER & GAMBLEP2015-06-092017-06-26$2,226$253$253$1,973
CELGENE CORPP2015-06-092014-01-27$1,663$2$2$1,661
JOHNSON & JOHNSONP2015-06-092017-06-26$4,081$1,135$1,135$2,946
ROCHE HOLDINGS LTDP2015-06-092016-07-14$8,709-$952-$952$9,661
CELGENE CORPP2015-06-092017-06-26$1,318$210$210$1,108
MCDONALDS CORPP2015-06-092016-12-05$1,173$226$226$947
SCHLUMBERGER LTDP2015-06-092017-06-26$1,307-$490-$490$1,797
CHUBB LTD FP2015-06-092017-06-26$3,614$1,026$1,026$2,588
MCDONALDS CORPP2015-06-092017-06-26$1,529$582$582$947
STARBUCKS CORPP2015-06-092017-06-26$2,371$309$309$2,062
COCA COLA COP2015-06-092016-12-05$1,600-$8-$8$1,608
MCKESSON CORPP2015-06-092016-10-28$11,067-$9,993-$9,993$21,060
UNITED TECHNOLOGIESP2015-06-092017-06-26$3,658$169$169$3,489
COCA COLA COP2015-06-092017-06-26$2,489$278$278$2,211
MERCK & COP2016-06-202017-06-26$2,959$416$416$2,543
UNITEDHEALTH GROUPP2017-03-292017-06-26$907$90$90$817
DELL TECHNOLOGIESP2016-09-072016-09-07$24$10$10$14
NETFLIX INCP2015-06-092016-12-05$2,375$526$526$1,849
VISA INCP2015-06-092017-06-26$5,698$1,621$1,621$4,077
FieldValueIRS element (for citing)
Capital Gain Net Income$9,253CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$122NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,933AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,526,720NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024846DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$567,736NetVlNoncharitableAssetsYr2Amt
Total Distribution0.024846TotalDistributionRt
Average Distribution0.024846AverageDistributionRt
Net Vl Noncharitable Assets$1,608,607NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,967AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$99NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,066AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,466QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Subtotal$99SubtotalAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Tax Due$99TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SFWFF.ORGWebsiteAddressTxt
Individual With BooksDAVID G OLSONIndividualWithBooksNm
Phone6059967717PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11410 S MINNESOTAAddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID G OLSON
1410 S MINNESOTAMITCHELLSD57301DIRECTOR1.00$0$0$0
TONA ROZUM
87 S HARMON DRIVEMITCHELLSD57301DIRECTOR1.00$0$0$0
KEN TRACY
614 S ANDERSON STMITCHELLSD57301DIRECTOR1.00$0$0$0
DAVID BROOKS
PO BOX 87LETCHERSD57359DIRECTOR1.00$0$0$0
TRUDY MORGAN
1421 MITCHELL BLVDMITCHELLSD57301DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$575,055AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,779AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,021,270FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,633,104TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,633,104AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,608,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,430MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,430MinimumInvestmentReturnAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable Before Adj$80,331DistributableBeforeAdjAmt
Distributable Before Ded$80,331DistributableBeforeDedAmt
Distributable As Adjusted$80,331DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,466ExpensesAndContributionsAmt
Qualifying Distributions$71,466QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$99PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,367AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,331DistributableAsAdjustedAmt
Undistributed Income PY$66,653UndistributedIncomePYAmt
Qualifying Distributions$71,466QualifyingDistributionsAmt
Applied To Year1$66,653AppliedToYear1Amt
Applied To Current Year$4,813AppliedToCurrentYearAmt
Undistributed Income CY$75,518UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID G OLSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityMITCHELLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6059967717RecipientPhoneNum
Recipient Email AddressDAVE.OLSON@ELOCPA.COMRecipientEmailAddressTxt
Form And Info And MaterialsGRANT APPLICATION SUMMARY NAME OF ORGANIZATION______________________________________________ ____ DATE ORGANIZED_______________ ADDRESS___________________________________________________ _______ WEBSITE__________________________ CONTACT NAME____________________________________ CONTACT PHONE S___________________________________ CONTACT EMAIL ADDRESS____________________________________________ DATE SUBMITTED______________ AGENCY OBJECTIVE/PURPOSE: (DESCRIBE IN COMPLETE DETAIL) __________________________________________________________ __________________________________________________________ ________ TARGET POPULATION SERVED: (AGE, GENDER, SPECIAL INTEREST, ETC.) __________________________________________________________ __________________________________________________________ ________ TYPE OF FUNDING (CIRCLE) PROGRAM EQUIPMENT SPECIAL PURPOSE DESCRIPTION OF EXPENDITURE FOR WHICH FUNDING IS REQUESTED: __________________________________________________________ _________________________FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BIG FRIEND LITTLE FRIEND
520 N LAWLER SUITE 400MITCHELLSD57301NONE501C3VIDEO CAMERA$800
DAKOTA DISCOVERY MUSEUM
1200 W UNIVERSITY AVEMITCHELLSD57301NONE501C3CONSTRUCT BLACK BOX THEATRE ADDITION$20,000
MITCHELL AREA HISTORICAL SOCIETY
119 WEST THIRD AVENUEMITCHELLSD57301NONE501C3PURCHASE OF NEW SOUND SYSTEM$10,000
MITCHELL TENNIS ASSOCIATION
821 N CAPITAL STREETMITCHELLSD57301NONE501C3CONSTRUCTION OF NEW COURTS$3,000
JUNIOR ACHIEVEMENT
1000 N WEST AVESIOUX FALLSSD57104NONE501C3PROVIDE CLASSROOM PROGRAM MATERIALS$550SUITE 110
LOVE FEAST OF MITCHELL
40245 248TH STREETMITCHELLSD57301NONE501C3PROVIDE SUPPORT TO ORGANIZATION$3,000
CORN PALACE CITY VFW POST 2750
105 N MAIN STREETMITCHELLSD57301NONE501C19RENOVATING NEW EVENT HALL$10,000
CITY OF MITCHELL
612 NORTH MAIN STREETMITCHELLSD57301NONEGOVTPURCHASE PRODUCTS FOR NEW PARK$5,000
MITCHELL SCHOOL DISTRICT
821 N CAPITAL STMITCHELLSD57301NONEGOVTEXTEND SUMMER PROGRAM FOR STUDENTS$2,000
DUNHAM HISTORICAL SOCIETY
105 E MAIN STWESSINGTON SPRINGSSD57382NONE501C3SIDEWALK IMPROVEMENTS$984
LAKEVIEW LAWN BOWLING
3300 N OHLMAN STMITCHELLSD57301NONE501C3PURCHASE CHILD-SIZED BALL$950PO BOX 311
MITCHELL LIONS FOUNDATION
PO BOX 575MITCHELLSD57301NONE501C3SUPPORT OF ORGANIZATION$2,000
MITCHELL AREA HISTORICAL SOCIETY
119 W 3RD AVEMITCHELLSD57301NONE501C3FENCE REPAIR$3,000
ST MARY'S EPISCOPAL CHURCH
214 W 3RD AVEMITCHELLSD57301NONE501C3RESTORATION OF WINDOWS AND MARBLE$9,477
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,761TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,041ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,253RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,049ExclusionAmt
Related Or Exempt Function Incm$9,253RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,302TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD WELLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124020 TWIN SPRINGS ROADAddressLine1Txt
CityRAPID CITYCityNm
State AbbreviationSDStateAbbreviationCd
ZIP577026546ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$994Amt
Net Investment Income$994NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE EQUITIESStockNm
EOY Book Value$501,538EOYBookValueAmt
EOYFMV$501,538EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSFMV$33,852$33,852
VARIABLE ANNUITYFMV$1,074,101$1,074,101

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
WEBSITE DEVELOPMENT$705$705

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$146,746Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES & CHARGESCategoryTxt
Amt$6,417Amt
Net Investment Income$6,417NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$68Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.