JANE BEKINS MEGINNIS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JANE BEKINS MEGINNIS FOUNDATION (EIN 42-1475620)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-09
- IRS object ID
- 201500999349100110
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T18:01:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481292483 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENJES CONNER & WILLIAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 FRANCES BLDG | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421475620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BEKINS MEGINNIS FOUNDATION RICHARD KUNZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 6052326062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 DAKOTA DUNES BOULEVARD | AddressLine1Txt |
| City | DAKOTA DUNES | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MEGINNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7123373438 | PhoneNum |
| Signature | 2015-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA J WILLER | PreparerPersonNm |
| PTIN | P00121904 | PTIN |
| Phone | 7122773931 | PhoneNum |
| Preparation | 2015-03-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $907,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $335,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,021 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,208 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,212 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,145 | CashBOYAmt |
| Cash EOY | $941 | CashEOYAmt |
| Cash EOYFMV | $941 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,381 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $86,225 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $62,104 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $61,623 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $566,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $519,376 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $588,854 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $210,270 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $194,894 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $194,905 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $898,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $838,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $907,704 | 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 | $898,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $838,696 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $898,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $838,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $898,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $838,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $898,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $845,161 | SubtotalAmt |
| Other Decreases | $6,465 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $838,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON VANCE EMERGIN MARKS LOC-1 | P | 2013-01-07 | 2014-02-13 | $15,276 | $17,705 | -$2,429 | -$2,429 |
| TEMPLETON FOREIGN EQUITY SERIES | P | 2013-01-07 | 2014-04-25 | $14,417 | $12,679 | $1,738 | $1,738 |
| VANGUARD EUR STOK INDX-ADM | P | 2013-12-20 | 2014-04-25 | $5,669 | $5,369 | $300 | $300 |
| ALLIANZ NFJ DIVIDEND VAL FD - INS | P | 2013-01-07 | 2014-04-25 | $9,745 | $6,764 | $2,981 | $2,981 |
| AMERICAN BEACON LARGE CAP VALUE FD | P | 2013-01-07 | 2014-04-25 | $26,261 | $12,223 | $14,038 | $14,038 |
| GOLDMAN SACHS LRG CAP VAL FD-I | P | 2013-01-07 | 2014-04-25 | $12,284 | $5,905 | $6,379 | $6,379 |
| T ROWE PRICE GROWTH STK FD INC | P | 2013-01-07 | 2014-04-25 | $41,159 | $19,440 | $21,719 | $21,719 |
| VANGUARD MID CAP INDEX SIGNAL FD | P | 2013-01-07 | 2014-04-25 | $16,519 | $6,004 | $10,515 | $10,515 |
| WESTPORT FDS - CL I | P | 2013-01-07 | 2014-04-25 | $14,047 | $6,147 | $7,900 | $7,900 |
| OPPENHEIMER SR FLOATING RATE Y | P | 2013-01-07 | 2014-04-25 | $8,544 | $8,476 | $68 | $68 |
| PIMCO EMERGING LOCAL BD-IS | P | 2013-01-07 | 2014-04-25 | $3,150 | $3,480 | -$330 | -$330 |
| PIMCO FOREIGN BOND FUND | P | 2013-01-07 | 2014-04-25 | $3,080 | $3,092 | -$12 | -$12 |
| PIMCO TOTAL RETURN FUND INST | P | 2014-04-24 | 2014-04-25 | $4,555 | $4,762 | -$207 | -$207 |
| COLUMBIA ACORN INTL FD CL Z | P | 2013-01-07 | 2014-04-25 | $6,349 | $5,377 | $972 | $972 |
| PIMCO COMMODITY REAL RETURN STRAT FD | P | 2013-01-07 | 2014-04-25 | $6,728 | $7,296 | -$568 | -$568 |
| DREYFUS/STANDISH GLOBAL FIXED INC FD | P | 2013-01-07 | 2014-04-25 | $2,795 | $2,776 | $19 | $19 |
| VANGUARD TOTAL BOND MKT INDEX FD - SIG | P | 2013-04-24 | 2014-04-25 | $5,177 | $5,336 | -$159 | -$159 |
| VANGUARD SHORT TERM FED FD | P | 2014-04-25 | 2014-05-20 | $29,482 | $29,561 | -$79 | -$79 |
| VANGUARD TOTAL BOND MKT INDEX FD - SIG | P | 2013-04-24 | 2014-05-20 | $3,405 | $3,487 | -$82 | -$82 |
| PIMCO TOTAL RETURN FUND INST | P | 2013-04-24 | 2014-05-20 | $6,443 | $6,673 | -$230 | -$230 |
| VANGUARD SHORT TERM FED FD | P | 2014-04-25 | 2014-07-17 | $20,000 | $20,138 | -$138 | -$138 |
| E I I INTL PROPERTY FD - I | P | 2014-04-25 | 2014-11-06 | $9,773 | $8,958 | $815 | $815 |
| MORGAN STANLEY INSTL FD INC | P | 2014-04-25 | 2014-11-07 | $11,032 | $9,558 | $1,474 | $1,474 |
| JANUS GLOBAL REAL ESTATE | P | 2014-11-07 | 2014-11-17 | $6,126 | $6,110 | $16 | $16 |
| GOLDMAN SACHS GROUP | P | 2011-01-01 | 2014-11-17 | $20,000 | $20,050 | -$50 | -$50 |
| G S COMMODITY STRATEGY FD INSTL | P | 2013-01-07 | 2014-12-18 | $4,773 | $6,644 | -$1,871 | -$1,871 |
| PIMCO COMMODITY REAL RETURN STRAT FD | P | 2013-01-07 | 2014-12-18 | $3,858 | $5,422 | -$1,564 | -$1,564 |
| PIMCO EMERGING LOCAL BD-IS | P | 2013-01-07 | 2014-12-18 | $8,579 | $11,073 | -$2,494 | -$2,494 |
| CAPITAL GAINS DIVIDENDS | P | $16,756 | $16,756 | $16,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $957,127 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060457 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,235 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $796,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075593 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $435,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082326 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,245 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $454,797 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121472 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,757 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $425,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074558 | DistributionYr5Rt |
| Total Distribution | 0.414406 | TotalDistributionRt |
| Average Distribution | 0.082881 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $982,116 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $952 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,351 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,338 | 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 | $952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Tax Due | $192 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | JANE MEGINNIS | IndividualWithBooksNm |
| Phone | 4356521333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TR 51 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | 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 | 0 | UndistributedIncomePYInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE BEKINS MEGINNIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TR 51 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES.-DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $969,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $997,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $997,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $982,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $952 | TotalTaxAmt |
| Distributable Before Adj | $48,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,154 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $952 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $144,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $187,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $10,701 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $176,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,878 | ExcessFromYear4Amt |
| Excess From Year3 | $14,806 | ExcessFromYear3Amt |
| Excess From Year2 | $20,748 | ExcessFromYear2Amt |
| Excess From Year1 | $10,742 | ExcessFromYear1Amt |
| Excess From Current Year | $97,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BEKINS MEGINNIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TRAIL 51 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4356521333 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION SHOULD BE PRESENTED IN A ONE PAGE LETTER. INFORMATION SHOULD INCLUDE AN EXPLANATION OF HOW CONTRIBUTIONS WILL BE USED AND PROOF OF TAX EXEMPT STATUS OF ORGANIZATION REQUESTING FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SPECIFIC TIMEFRAMES FOR SUBMISSION OF REQUESTS. REQUESTS WILL BE CONSIDERED WHEN RECEIV | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE UNLESS SPECIFIED AT TIME A CONTRIBUTION IS MADE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR THE ARTS | |||||||
| 606 6TH ST | CRESTED BUTTE | CO | 81220 | NONE | PUBLIC | UNRESTRICTED | $900 |
| COUNCIL OF INDIAN NATIONS | |||||||
| 725 E BASELINE AVE | APACHE JUNCTION | AZ | 85117 | NONE | PUBLIC | UNRESTRICTED | $100 |
| CRESTED BUTTE LAND TRUST | |||||||
| 308 3RD STREET | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $115,593 |
| CRESTED BUTTE ROTARY CLUB | |||||||
| PO BOX 422 | CRESTED BUTTE | CO | 81220 | NONE | PUBLIC | UNRESTRICTED | $100 |
| GOODWILL INDUSTRIES | |||||||
| 3100 W 4TH STREET | SIOUX CITY | IA | 51103 | NONE | PUBLIC | UNRESTRICTED | $1,450 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 56007 | NONE | PUBLIC | UNRESTRICTED | $400 |
| MORNINGSIDE COLLEGE | |||||||
| 1501 MORNINGSIDE AVENUE | SIOUX CITY | IA | 51106 | NONE | PUBLIC | UNRESTRICTED | $500 |
| ORPHANED & INJURED WILDLIFE | |||||||
| 3012 CENTER LAKE DR | SPIRIT LAKE | IA | 51360 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PAWS | |||||||
| 336 BUCKLEY DR | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $1,400 |
| PEARSON LAKES ART CENTER | |||||||
| 2201 US 71 | OKOBOJI | IA | 51355 | NONE | PUBLIC | UNRESTRICTED | $150 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | NONE | PUBLIC | UNRESTRICTED | $500 |
| SIOUX CITY ART CENTER | |||||||
| 225 NEBRASKA STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $125 |
| SIOUX CITY PUBLIC MUSEUM | |||||||
| 607 4TH STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $100 |
| SOUTH WEST INDIAN FOUNDATION | |||||||
| 100 WEST COAL AVENUE | GALLUP | NM | 87301 | NONE | PUBLIC | UNRESTRICTED | $400 |
| ST LABRE INDIAN SCHOOL | |||||||
| 100 TONGUE RIVER RD | ASHLAND | MT | 59004 | NONE | PUBLIC | UNRESTRICTED | $700 |
| OKOBOJI PROTECTIVE ASSOCIATION | |||||||
| PO BOX 242 | OKOBOJI | IA | 51355 | NONE | PUBLIC | UNRESTRICTED | $100 |
| CASTLE ON THE HILL ASSOCIATION | |||||||
| 610 13TH ST | SIOUX CITY | IA | 51105 | NONE | PUBLIC | UNRESTRICTED | $100 |
| CITIZENS FOR DIXIE | |||||||
| 321 N MALL DR STE B0292 | ST GEORGE | UT | 84790 | NONE | PUBLIC | UNRESTRICTED | $60 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | NONE | PUBLIC | UNRESTRICTED | $200 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC | UNRESTRICTED | $510 |
| THE PRINCIPIA | |||||||
| 13201 CLAYTON ROAD | ST LOUIS | MO | 63131 | NONE | PUBLIC | UNRESTRICTED | $550 |
| DISABLED VETERNS OF AMERICA | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | PUBLIC | UNRESTRICTED | $200 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75360 | NONE | PUBLIC | UNRESTRICTED | $200 |
| SIOUXLAND COMMUNITY FOUNDATION | |||||||
| 505 5TH STREET STE 412 | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,338 | 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 | $25,544 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,021 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING | CategoryTxt |
| Amt | $2,208 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BD FD | $19,286 | $19,459 |
| DREYFUS/STANDISH GLOBAL FIXED INC FD | $32,526 | $32,787 |
| GOLDMAN SACHS EMERGING MKT DBT FD-1 | $23,263 | $23,596 |
| HSBC FIN CORP 5.0% | $24,453 | $25,505 |
| HSBC FIN CORP 5.25% | $24,864 | $25,328 |
| PIMCO FOREIGN BOND FUND | $32,746 | $32,644 |
| PIMCO TOTAL RETURN FUND INST | $37,756 | $35,586 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZ NFJ DIVIDEND VAL FD-INS | $19,104 | $26,355 |
| AMERICAN BEACON LARGE CAP VALUE FD | $17,381 | $24,644 |
| COLUMBIA ACORN INTL FD CL Z | $15,697 | $17,642 |
| COLUMBIA ACORN TR FD CL Z | $13,110 | $13,023 |
| DELAWARE EMERGING MKTS FD-I | $27,805 | $26,879 |
| GOLDMAN SACHS LRG CAP VAL FD-I | $16,355 | $25,619 |
| MERCK INC. STK. | $19,170 | $17,151 |
| OAKMARK INTL FD #109 | $33,693 | $35,086 |
| OPPENHEIMER SR FLOATING RATE-Y | $11,005 | $10,739 |
| T ROWE PRICE GROWTH STK FD INC | $29,228 | $40,329 |
| TEMPLETON FOREIGN EQUITY SERIES | $33,573 | $38,746 |
| VANGUARD MID CAP INDEX SIGNAL FD | $15,379 | $27,423 |
| WESTPORT FDS-CI I | $7,457 | $10,331 |
| VANGUARD EUR STK INDX ADM | $14,245 | $13,235 |
| VANGUARD TOTAL BOND MDT INDEX FD-SIG | $40,367 | $39,638 |
| VANGUARD 500 INDEX SIGNAL FD | $96,499 | $109,771 |
| MFS MASS INV GROWTH STK-I | $35,085 | $37,319 |
| VANGUARD S/C VAL INDX ADM | $20,048 | $21,162 |
| JANUS GLOBAL REAL ESTATE-1 | $14,890 | $14,662 |
| JANUS FLEXIBLE BOND FD - 1 | $39,285 | $39,100 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $62,104 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $61,623 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON ASSET TRANSFER | Desc |
| Amt | $6,465 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST FEES | $5,809 | $5,809 | $0 |
| OTHER FEES | $637 | $0 | $0 |
Comments