OAHE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OAHE FOUNDATION (EIN 36-3309554)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349304461
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T10:51:32-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203430198 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER CURRIER & HOFFERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 N LINCOLN AVE STE 3 | AddressLine1Txt |
| City | PIERRE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 575017305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363309554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAHE | BusinessNameControlTxt |
| Phone | 6052247392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | PIERRE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG LITTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6052247392 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R CURRIER CPA | PreparerPersonNm |
| PTIN | P00430608 | PTIN |
| Phone | 6052248826 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG LITTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | PIERRE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,230,697 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $572,849 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,034,908 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,361,733 | PYInvestmentIncomeAmt |
| CY Investment Income | $840,838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,670 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,937,252 | PYTotalRevenueAmt |
| CY Total Revenue | $2,875,746 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,018,362 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,344,637 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $113,822 | PYOtherExpensesAmt |
| CY Other Expenses | $111,497 | CYOtherExpensesAmt |
| PY Total Expenses | $1,132,184 | PYTotalExpensesAmt |
| CY Total Expenses | $1,456,134 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $805,068 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,419,612 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,761,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,043,545 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,761,658 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,043,545 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,456,134 | ExpenseAmt |
| Grant | $1,344,637 | GrantAmt |
| Desc | DISTRIBUTIONS MADE FOR CHARITABLE PURPOSES OR TO EXEMPT ORGANIZATIONS. THE ORGANIZATION SERVES AS A CONDUIT FOR SUCH PURPOSES IN ACCORDANCE WITH THE WISHES OF THE CONTRIBUTOR. | Desc |
| Total Program Service Expenses | $1,456,134 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | Yes (true) | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG LITTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6052247392 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1Txt |
| City | PIERRE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GREG LITTON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL WARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE GORMLEY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES H BURKE III | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT ISBURG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD WARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLIE YACKLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN RICE | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,034,908 | AllOtherContributionsAmt |
| Noncash Contributions | $231,120 | NoncashContributionsAmt |
| Total Contributions | $2,034,908 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,862 | TotalRevenueColumnAmt |
| Exclusion | $436,862 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,450,703 | SecuritiesAmt |
| Other | $308,224 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,123,831 | SecuritiesAmt |
| Other | $231,120 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $326,872 | SecuritiesAmt |
| Other | $77,104 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $403,976 | TotalRevenueColumnAmt |
| Exclusion | $403,976 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,875,746 | TotalRevenueColumnAmt |
| Exclusion | $840,838 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,830 | TotalAmt |
| Program Services | $1,052,830 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,807 | TotalAmt |
| Program Services | $291,807 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TRUST ADMINISTRATION FEES | $111,338 | $111,338 |
| OTHER ADMINISTRATIVE EXPE | $159 | $159 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,456,134 | TotalAmt |
| Program Services | $1,456,134 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,500 | BOYAmt |
| EOY | $850,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,201 | BOYAmt |
| EOY | $1,999,535 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,383,957 | BOYAmt |
| EOY | $16,193,510 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,761,658 | BOYAmt |
| EOY | $19,043,545 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,761,658 | BOYAmt |
| EOY | $19,043,545 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,761,658 | BOYAmt |
| EOY | $19,043,545 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,761,658 | BOYAmt |
| EOY | $19,043,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,419,612 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,137,725 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $905,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $446,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $624,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $926,474 | CurrentTaxYearAmt |
| Total | $3,475,417 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $905,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $446,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $624,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $926,474 | CurrentTaxYearAmt |
| Total | $3,475,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,674,038 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,801,379 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $310,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $372,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $378,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $426,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,862 | CurrentTaxYearAmt |
| Total | $1,925,310 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,400,727 | TotalSupportAmt |
| Public Support CY170 | 0.33350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.33270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTING SCHEDULE | FormAndLineReferenceDesc |
| Explanation | 1,108,434 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 148 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,034,908 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,344,637 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $19,043,544 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $16,167,831 | F |
| COMMON STOCK | $25,679 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,193,510 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 2602 12 ST | FARGO | ND | 58102 | 530196605 | $36,768 | GENERAL SUPPORT |
| ASSOCIATED GENERAL CONTRACTORS SD | ||||||
| 300 E CAPITOL AVE | PIERRE | SD | 57501 | 460213237 | $5,988 | GENERAL SUPPORT |
| AVERA ST MARY'S FOUNDATION | ||||||
| 800 E DAKOTA AVE | PIERRE | SD | 57501 | 460378424 | $45,456 | GENERAL SUPPORT |
| BENEDICTINE SISTERS | ||||||
| 110 28TH AVE SE | WATERTOWN | SD | 57201 | 460284619 | $10,000 | GENERAL SUPPORT |
| BLACK HILLS CHILDREN'S HOME | ||||||
| PO BOX 1749 | SIOUX FALLS | SD | 57101 | 460366277 | $8,474 | GENERAL SUPPORT |
| CAPITAL AREA UNITED WAY | ||||||
| PO BOX 1111 | PIERRE | SD | 57501 | 460403398 | $28,000 | GENERAL SUPPORT |
| CAPITAL UNIVERSITY CENTER INC | ||||||
| 925 E SIOUX AVE | PIERRE | SD | 57501 | 460366222 | $31,458 | GENERAL SUPPORT |
| CORNERSTONE RESCUE MISSION | ||||||
| 1220 E BOULEVARD | RAPID CITY | SD | 57701 | 363296431 | $8,474 | GENERAL SUPPORT |
| COUNTRYSIDE HOSPICE INC | ||||||
| 200 E DAKOTA AVE STE 1 | PIERRE | SD | 57501 | 460366235 | $31,458 | GENERAL SUPPORT |
| DAKOTAS UNITED METHODIST FOUNDATION | ||||||
| PO BOX 460 | MITCHELL | SD | 57301 | 460271158 | $25,000 | GENERAL SUPPORT |
| FEEDING SOUTH DAKOTA | ||||||
| 3511 N 1ST AVE | SIOUX FALLS | SD | 57104 | 363293534 | $50,000 | GENERAL SUPPORT |
| FIRST CONGREGATIONAL CHURCH | ||||||
| 1200 CLARK | RAPID CITY | SD | 57701 | 460232579 | $8,474 | GENERAL SUPPORT |
| GIRL SCOUTS - DAKOTA HORIZONS | ||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | 460250744 | $14,044 | GENERAL SUPPORT |
| GOOD SHEPHERD CLINIC INC | ||||||
| 1020 STATE ST | SPEARFISH | SD | 57783 | 263758151 | $8,300 | GENERAL SUPPORT |
| LUTHERAN MEMORIAL CHURCH | ||||||
| 320 E PROSPECT AVE | PIERRE | SD | 57501 | 460251888 | $31,458 | GENERAL SUPPORT |
| MISSOURI SHORES FOUNDATION | ||||||
| PO BOX 398 | PIERRE | SD | 57501 | 460352133 | $200,000 | GENERAL SUPPORT |
| PIERRE EDUCATION FOUNDATION | ||||||
| PO BOX 94 | PIERRE | SD | 57501 | 311574457 | $34,400 | GENERAL SUPPORT |
| PIERRE FIRST UNITED METHODIST CHURC | ||||||
| 117 N CENTRAL AVE | PIERRE | SD | 57501 | 460225020 | $169,612 | GENERAL SUPPORT |
| PIERRE POST 8 AMERICAN LEGION | ||||||
| PO BOX 621 | PIERRE | SD | 57501 | 466008690 | $31,458 | GENERAL SUPPORT |
| PIERRE-FORT PIERRE AREA HUMANE SOCI | ||||||
| PO BOX 954 | PIERRE | SD | 57501 | 460461504 | $41,458 | GENERAL SUPPORT |
| SALVATION ARMY | ||||||
| 312 CUMING ST | OMAHA | NE | 68131 | 362167910 | $8,474 | GENERAL SUPPORT |
| SD VOICES FOR CHILDREN | ||||||
| PO BOX 2196 | SIOUX FALLS | SD | 571012196 | 460425502 | $10,000 | GENERAL SUPPORT |
| SOUTH DAKOTA DENTAL FOUNDATION | ||||||
| PO BOX 1194 | PIERRE | SD | 57501 | 460367045 | $18,575 | GENERAL SUPPORT |
| ST JOSEPH'S SCHOOL FUND | ||||||
| 210 E BROADWAY | PIERRE | SD | 57501 | 466003876 | $20,000 | GENERAL SUPPORT |
| UNITED WAY OF THE BLACK HILLS | ||||||
| 621 6TH ST STE 100 | RAPID CITY | SD | 57701 | 460259754 | $8,474 | GENERAL SUPPORT |
| UNIVERSITY OF SD FOUNDATION | ||||||
| PO BOX 5555 | VERMILLION | SD | 57069 | 466018891 | $18,474 | GENERAL SUPPORT |
| WESTHILLS VILLAGE FOUNDATION | ||||||
| 255 TEXAS ST | RAPID CITY | SD | 57701 | 363634283 | $8,474 | GENERAL SUPPORT |
| WORKING AGAINST VIOLENCE | ||||||
| 527 QUINCY ST | RAPID CITY | SD | 57701 | 460355127 | $8,474 | GENERAL SUPPORT |
| YOUTH & FAMILY SERVICES INC | ||||||
| PO BOX 2813 | RAPID CITY | SD | 577092813 | 466017085 | $8,474 | GENERAL SUPPORT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (45 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT AT AUGUSTANA COL | 1 | $3,000 |
| STUDENTS AT BHSU | 6 | $10,257 |
| STUDENTS AT CAP UNIV CTR | 12 | $6,850 |
| STUDENTS AT CHADRON STATE | 3 | $700 |
| STUDENT AT COLORADO SMT | 1 | $6,000 |
| STUDENT AT CREIGHTON UNIV | 1 | $5,000 |
| STUDENTS AT DSU | 3 | $2,500 |
| STUDENT AT DWU | 1 | $750 |
| STUDENT AT GILLETTE COLLE | 1 | $700 |
| STUDENT AT IOWA STATE UNI | 1 | $500 |
| STUDENTS AT LATI | 5 | $4,250 |
| STUDENT AT LARAMIE COMM | 1 | $1,000 |
| STUDENT AT MEDEX NW | 1 | $1,500 |
| STUDENT AT MSU-MANKATO | 1 | $1,000 |
| STUDENT AT MSU-MOORHEAD | 1 | $1,000 |
| STUDENTS AT MTI | 8 | $7,100 |
| STUDENTS AT MSU | 3 | $21,000 |
| STUDENT AT MORNINGSIDE CO | 1 | $5,000 |
| STUDENT AT ND STATE | 1 | $1,000 |
| STUDENT AT NDSU | 1 | $1,000 |
| STUDENTS AT NSU | 6 | $4,800 |
| STUDENT AT NW COMM COLL | 1 | $650 |
| STUDENTS AT PRESENTATION | 4 | $4,750 |
| STUDENT AT PRINCETON UNIV | 1 | $3,000 |
| STUDENT AT RANDOLPH MACON | 1 | $500 |
| STUDENT AT REGIS UNIV | 1 | $5,000 |
| STUDENTS AT SDSMT | 10 | $12,875 |
| STUDENTS AT SDSU | 47 | $97,375 |
| STUDENT AT SETI | 1 | $500 |
| STUDENT AT SWMSU | 1 | $5,000 |
| STUDENT AT ST CLOUD STATE | 1 | $500 |
| STUDENT AT ART INST INTL | 1 | $500 |
| STUDENT AT FRENCH PASTRY | 1 | $500 |
| STUDENTS AT UNIV OF MARY | 2 | $6,000 |
| STUDENT AT UNIV MINN | 1 | $3,000 |
| STUDENTS AT UNIV MINN-TC | 2 | $3,300 |
| STUDENTS AT UNIV NEB-LINC | 4 | $9,500 |
| STUDENT AT UND | 1 | $5,000 |
| STUDENT AT USF | 1 | $2,000 |
| STUDENTS AT USD | 17 | $37,950 |
| STUDENT AT UNIV OF TENN | 1 | $500 |
| STUDENT AT UNIV OF WIS | 1 | $1,250 |
| STUDENT AT UNIV OF WY | 1 | $6,000 |
| STUDENT AT WARBURG COLL | 1 | $750 |
| STUDENT AT WDTI | 1 | $500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION LEAVES THE ELIGIBILITY AND SELECTION CRITERIA UP TO THE INDIVIDUAL ACCOUNT DONORS. FOR SCHOLARSHIP DISTRIBUTIONS, THE RECIPIENTS MUST SUPPLY COLLEGE NAME AND STUDENT ID. ALL DISTRIBUTIONS ARE MADE DIRECTLY TO THE COLLEGES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $231,120 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. |
| FORM 990, PART V | LINE 9B: ANY PERSON MAKING A TAX DEDUCTIBLE CONTRIBUTION IS NOT ALLOWED TO RECEIVE THE CONTRIBUTED FUNDS BACK. |
| FORM 990, PAGE 6, PART VI, LINE 2 | CAROL WARD GERALD WARD DIRECTOR DIRECTOR HUSBAND/WIFE CHARLES H BURKE III BANKWEST SECRETARY PRES/CEO BANKWEST STAFF ASSIST GREG LITTON BANKWEST TREASURER TRUST MGR BANKWEST STAFF ASSIST |
| FORM 990, PAGE 6, PART VI, LINE 6 | ACCORDING TO THE FOUNDATION'S BY-LAWS, THE CONTRIBUTORS OF THE FOUNDATION ARE ITS MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ACCORDING TO THE FOUNDATION'S BY-LAWS, ALL OF THE DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF BANKWEST. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 AND ATTACHED SCHEDULES WILL BE PRESENTED TO THE BOARD OF DIRECTORS AFTER FILING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS MADE AVAILABLE AT ANNUAL PUBLIC MEETING IN ADDITION TO THE LOCAL NEWSPAPER. OTHERWISE, DOCUMENTS AVAILABLE UPON REQUEST. |