2G CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- 2G CHARITABLE FOUNDATION (EIN 36-4414115)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201621309349101262
- 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 | 2016-05-09T12:18:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273073775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCK RIVER FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 SOUTH HARRISON SUITE 200 | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364414115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2 G CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SOUTH DAKOTA TRUST COMPANY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 2GCH | BusinessNameControlTxt |
| Phone | 6052715132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVE STE 200 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOUTH DAKOTA TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6052715132 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM KUNKEL | PreparerPersonNm |
| PTIN | P00872912 | PTIN |
| Phone | 5638234400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,631 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,383 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,383 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,066 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,383 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,658 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,274 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,383 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,045 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $73,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,586 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $75,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,631 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $75,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,398 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 235.057 SH DRIEHAUS EMERGING MRKTS GROWTH FUND | 2014-12-10 | 2015-08-10 | $7,000 | $7,252 | -$252 | -$252 | |
| 127.647 SH FIDELITY INTL DISCOVERY FUND | 2006-09-20 | 2015-06-10 | $5,334 | $4,514 | $820 | $820 | |
| 0.379 SH FIDELITY INTL DISCOVERY FUND | 2006-09-30 | 2015-06-10 | $16 | $14 | $2 | $2 | |
| 6.51 SH FIDELITY INTL DISCOVERY FUND | 2006-09-30 | 2015-06-10 | $272 | $233 | $39 | $39 | |
| 4.523 SH FIDELITY INTL DISCOVERY FUND | 2008-12-08 | 2015-06-10 | $189 | $96 | $93 | $93 | |
| 100.619 SH FIDELITY INTL DISCOVERY FUND | 2009-02-25 | 2015-06-10 | $4,206 | $1,950 | $2,256 | $2,256 | |
| 92.353 SH FIDELITY INTL DISCOVERY FUND | 2009-07-29 | 2015-06-10 | $3,860 | $2,500 | $1,360 | $1,360 | |
| 0.633 SH FIDELITY INTL DISCOVERY FUND | 2009-12-07 | 2015-06-10 | $26 | $19 | $7 | $7 | |
| 5.517 SH FIDELITY INTL DISCOVERY FUND | 2009-12-07 | 2015-06-10 | $231 | $169 | $62 | $62 | |
| 2.339 SH FIDELITY INTL DISCOVERY FUND | 2010-12-03 | 2015-06-10 | $98 | $76 | $22 | $22 | |
| 6.384 SH FIDELITY INTL DISCOVERY FUND | 2010-12-03 | 2015-06-10 | $267 | $208 | $59 | $59 | |
| 0.9 SH FIDELITY INTL DISCOVERY FUND | 2010-12-31 | 2015-06-10 | $38 | $30 | $8 | $8 | |
| 6.4 SH FIDELITY INTL DISCOVERY FUND | 2011-12-02 | 2015-06-10 | $268 | $180 | $88 | $88 | |
| 35.832 SH FIDELITY INTL DISCOVERY FUND | 2011-12-28 | 2015-06-10 | $1,498 | $1,000 | $498 | $498 | |
| 4.749 SH FIDELITY INTL DISCOVERY FUND | 2013-12-06 | 2015-06-10 | $199 | $184 | $15 | $15 | |
| 3.122 SH FIDELITY INTL DISCOVERY FUND | 2013-12-06 | 2015-06-10 | $130 | $121 | $9 | $9 | |
| 2.613 SH FIDELITY INTL DISCOVERY FUND | 2014-12-05 | 2015-06-10 | $109 | $102 | $7 | $7 | |
| 93.267 SH GRATRY INTL GWTH FD INST | 2015-08-14 | 2015-10-26 | $1,000 | $1,081 | -$81 | -$81 | |
| 337.838 SH LAZARD EXPLORER TOTAL RETURN INSTL | 2014-12-10 | 2015-08-10 | $2,975 | $3,238 | -$263 | -$263 | |
| 122.471 SH LAZARD INTL EQUITY PORTFOLIO INST SHARES | 2015-06-11 | 2015-08-10 | $2,275 | $2,286 | -$11 | -$11 | |
| 164.33 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-06-04 | 2015-08-10 | $3,595 | $3,617 | -$22 | -$22 | |
| 7.551 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-06-13 | 2015-08-10 | $165 | $160 | $5 | $5 | |
| 19.311 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-06-13 | 2015-08-10 | $422 | $410 | $12 | $12 | |
| 16.107 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-10-10 | 2015-08-10 | $352 | $350 | $2 | $2 | |
| 57.592 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-12-07 | 2015-08-10 | $1,260 | $1,077 | $183 | $183 | |
| 2.967 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-12-07 | 2015-08-10 | $65 | $55 | $10 | $10 | |
| 8.374 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2008-12-09 | 2015-08-10 | $183 | $110 | $73 | $73 | |
| 29.773 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2008-12-09 | 2015-08-10 | $651 | $392 | $259 | $259 | |
| 2.135 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2009-12-09 | 2015-08-10 | $47 | $36 | $11 | $11 | |
| 1.496 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2010-12-09 | 2015-08-10 | $33 | $31 | $2 | $2 | |
| 23.909 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2011-12-08 | 2015-08-10 | $523 | $465 | $58 | $58 | |
| 2.068 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2011-12-08 | 2015-08-10 | $45 | $40 | $5 | $5 | |
| 0.647 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2012-12-28 | 2015-08-10 | $14 | $13 | $1 | $1 | |
| 55.266 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2007-06-04 | 2015-01-16 | $1,210 | $1,216 | -$6 | -$6 | |
| 3.927 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2013-12-05 | 2015-01-16 | $86 | $95 | -$9 | -$9 | |
| 0.485 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2013-12-05 | 2015-01-16 | $11 | $12 | -$1 | -$1 | |
| 31.794 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2013-12-05 | 2015-01-16 | $696 | $768 | -$72 | -$72 | |
| 41.205 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2014-12-17 | 2015-01-16 | $902 | $923 | -$21 | -$21 | |
| 2.041 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2014-12-17 | 2015-01-16 | $45 | $46 | -$1 | -$1 | |
| 2.284 SH ROYCE SPECIAL EQUITY FD INVESTMENT CL | 2014-12-17 | 2015-01-16 | $50 | $51 | -$1 | -$1 | |
| 159.69 SH DEUTSCHE S&P 500 INDEX S | 2006-09-08 | 2015-10-26 | $4,178 | $2,761 | $1,417 | $1,417 | |
| 5.639 SH DEUTSCHE S&P 500 INDEX S | 2015-03-24 | 2015-10-26 | $148 | $149 | -$1 | -$1 | |
| 6.689 SH DEUTSCHE S&P 500 INDEX S | 2015-03-24 | 2015-10-26 | $175 | $176 | -$1 | -$1 | |
| 117.938 SH DEUTSCHE S&P 500 INDEX S | 2006-09-08 | 2015-01-16 | $3,014 | $2,039 | $975 | $975 | |
| 56.961 SH DEUTSCHE S&P 500 INDEX S | 2012-01-13 | 2015-01-16 | $1,456 | $991 | $465 | $465 | |
| 6.48 SH DEUTSCHE S&P 500 INDEX S | 2013-09-23 | 2015-01-16 | $166 | $147 | $19 | $19 | |
| 8.397 SH DEUTSCHE S&P 500 INDEX S | 2013-12-16 | 2015-01-16 | $215 | $199 | $16 | $16 | |
| 5.842 SH DEUTSCHE S&P 500 INDEX S | 2014-09-23 | 2015-01-16 | $149 | $154 | -$5 | -$5 | |
| 77.932 SH DEUTSCHE S&P 500 INDEX S | 2006-09-08 | 2015-08-10 | $2,071 | $1,347 | $724 | $724 | |
| 6.731 SH DEUTSCHE S&P 500 INDEX S | 2014-03-24 | 2015-08-10 | $179 | $166 | $13 | $13 | |
| 5.63 SH DEUTSCHE S&P 500 INDEX S | 2015-06-23 | 2015-08-10 | $150 | $151 | -$1 | -$1 | |
| CAPITAL GAINS DIVIDENDS | $836 | $836 | $836 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,683 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$631 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,135 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,998 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $85,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058320 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $88,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045207 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,986 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $91,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,985 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,732 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045422 | DistributionYr5Rt |
| Total Distribution | 0.238866 | TotalDistributionRt |
| Average Distribution | 0.047773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $90,928 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,344 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $145 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SOUTH DATKOTA TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6052715132 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVE STE 200 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SOUTH DAKOTA TRUST COMPANY | ||||||||
| 201 S PHILLIPS AVE STE 200 | SIOUX FALLS | SD | 57104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN J WOLFE | ||||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALEXANDER C BEER | ||||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | VP GRANTS | 0.00 | $0 | $0 | $0 |
| ADRIANNA C BEER | ||||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | VP FUND RAISING | 0.00 | $0 | $0 | $0 |
| LISA A WOLFE | ||||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | VP SERVICE | 0.00 | $0 | $0 | $0 |
| CATHERINE M WOLFE | ||||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | SECRETARY | 0.00 | $0 | $0 | $0 |
| PATRICK E BEER | ||||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $4,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,675 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $4,675 | Taxable2Amt |
| Undistributed Income CY | $4,401 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $836 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,847 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,219 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,847 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,066 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | REALIZED GAIN FROM SALE OF SECURITIES TO RAISE CASH | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RRFO FEES | CategoryTxt |
| Amt | $4,877 | Amt |
| Net Investment Income | $3,658 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $67,353 | EOYBookValueAmt |
| EOYFMV | $73,586 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME FORM 990PF | $102 | $102 | $0 | $0 |
| FOREIGN TAXES | $32 | $32 | $0 | $0 |
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