2G CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- 2G CHARITABLE FOUNDATION (EIN 36-4414115)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349101952
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T12:17:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-12 | 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 | 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 | $95,367 | 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 | $2,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,100 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,100 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,695 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,100 | 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 | $2,086 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $48 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,100 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,036 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,307 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,331 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $74,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,367 | 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 | $74,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $75,343 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 912.281 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2012-11-28 | 2014-12-09 | $14,090 | $12,963 | $1,127 | $1,127 | |
| 14.949 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2012-12-13 | 2014-12-09 | $231 | $212 | $19 | $19 | |
| 8.576 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2013-03-21 | 2014-12-09 | $132 | $130 | $2 | $2 | |
| 8.744 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2013-06-20 | 2014-12-09 | $135 | $128 | $7 | $7 | |
| 7.295 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2013-09-19 | 2014-12-09 | $113 | $116 | -$3 | -$3 | |
| 13.718 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2013-12-12 | 2014-12-09 | $212 | $210 | $2 | $2 | |
| 1.978 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2014-03-20 | 2014-12-09 | $31 | $29 | $2 | $2 | |
| 6.638 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2014-06-19 | 2014-12-09 | $103 | $107 | -$4 | -$4 | |
| 10.519 SH MATTHEWS ASIA DIVIDEND FUND INSTL | 2014-09-18 | 2014-12-09 | $162 | $170 | -$8 | -$8 | |
| 144.131 SH DEUTSCHE S&P 500 INDEX S | 2012-01-13 | 2014-08-12 | $3,714 | $2,508 | $1,206 | $1,206 | |
| 6.309 SH DEUTSCHE S&P 500 INDEX S | 2012-03-23 | 2014-08-12 | $163 | $117 | $46 | $46 | |
| 7.236 SH DEUTSCHE S&P 500 INDEX S | 2012-06-22 | 2014-08-12 | $186 | $129 | $57 | $57 | |
| 7.443 SH DEUTSCHE S&P 500 INDEX S | 2012-10-11 | 2014-08-12 | $192 | $147 | $45 | $45 | |
| 6.772 SH DEUTSCHE S&P 500 INDEX S | 2012-12-17 | 2014-08-12 | $175 | $129 | $46 | $46 | |
| 1.549 SH DEUTSCHE S&P 500 INDEX S | 2012-12-17 | 2014-08-12 | $40 | $29 | $11 | $11 | |
| 7.763 SH DEUTSCHE S&P 500 INDEX S | 2013-03-21 | 2014-08-12 | $200 | $159 | $41 | $41 | |
| 6.377 SH DEUTSCHE S&P 500 INDEX S | 2013-06-21 | 2014-08-12 | $164 | $135 | $29 | $29 | |
| 6.444 SH DEUTSCHE S&P 500 INDEX S | 2014-06-23 | 2014-08-12 | $166 | $168 | -$2 | -$2 | |
| 852.878 SH TCW EMRG MKTS INCM FD CL I | 2012-11-28 | 2014-12-09 | $6,946 | $7,960 | -$1,014 | -$1,014 | |
| 4.092 SH TCW EMRG MKTS INCM FD CL I | 2012-11-30 | 2014-12-09 | $33 | $38 | -$5 | -$5 | |
| 19.791 SH TCW EMRG MKTS INCM FD CL I | 2012-12-28 | 2014-12-09 | $161 | $183 | -$22 | -$22 | |
| 4.142 SH TCW EMRG MKTS INCM FD CL I | 2012-12-28 | 2014-12-09 | $34 | $38 | -$4 | -$4 | |
| 4.231 SH TCW EMRG MKTS INCM FD CL I | 2013-01-31 | 2014-12-09 | $34 | $39 | -$5 | -$5 | |
| 4.283 SH TCW EMRG MKTS INCM FD CL I | 2013-02-28 | 2014-12-09 | $35 | $40 | -$5 | -$5 | |
| 4.345 SH TCW EMRG MKTS INCM FD CL I | 2013-03-28 | 2014-12-09 | $35 | $40 | -$5 | -$5 | |
| 4.306 SH TCW EMRG MKTS INCM FD CL I | 2013-04-30 | 2014-12-09 | $35 | $40 | -$5 | -$5 | |
| 4.47 SH TCW EMRG MKTS INCM FD CL I | 2013-05-31 | 2014-12-09 | $36 | $40 | -$4 | -$4 | |
| 4.733 SH TCW EMRG MKTS INCM FD CL I | 2013-06-28 | 2014-12-09 | $39 | $40 | -$1 | -$1 | |
| 4.798 SH TCW EMRG MKTS INCM FD CL I | 2013-07-31 | 2014-12-09 | $39 | $41 | -$2 | -$2 | |
| 3.893 SH TCW EMRG MKTS INCM FD CL I | 2013-08-30 | 2014-12-09 | $32 | $32 | $0 | $0 | |
| 3.835 SH TCW EMRG MKTS INCM FD CL I | 2013-09-30 | 2014-12-09 | $31 | $32 | -$1 | -$1 | |
| 3.778 SH TCW EMRG MKTS INCM FD CL I | 2013-11-01 | 2014-12-09 | $31 | $32 | -$1 | -$1 | |
| 3.849 SH TCW EMRG MKTS INCM FD CL I | 2013-11-29 | 2014-12-09 | $31 | $32 | -$1 | -$1 | |
| 3.869 SH TCW EMRG MKTS INCM FD CL I | 2013-12-30 | 2014-12-09 | $31 | $32 | -$1 | -$1 | |
| 3.956 SH TCW EMRG MKTS INCM FD CL I | 2014-01-31 | 2014-12-09 | $32 | $33 | -$1 | -$1 | |
| 3.869 SH TCW EMRG MKTS INCM FD CL I | 2014-02-28 | 2014-12-09 | $32 | $33 | -$1 | -$1 | |
| 3.872 SH TCW EMRG MKTS INCM FD CL I | 2014-03-31 | 2014-12-09 | $32 | $33 | -$1 | -$1 | |
| 3.878 SH TCW EMRG MKTS INCM FD CL I | 2014-04-30 | 2014-12-09 | $32 | $33 | -$1 | -$1 | |
| 3.792 SH TCW EMRG MKTS INCM FD CL I | 2014-05-30 | 2014-12-09 | $31 | $33 | -$2 | -$2 | |
| 3.785 SH TCW EMRG MKTS INCM FD CL I | 2014-06-30 | 2014-12-09 | $31 | $33 | -$2 | -$2 | |
| 3.831 SH TCW EMRG MKTS INCM FD CL I | 2014-07-31 | 2014-12-09 | $31 | $33 | -$2 | -$2 | |
| 3.846 SH TCW EMRG MKTS INCM FD CL I | 2014-08-29 | 2014-12-09 | $31 | $34 | -$3 | -$3 | |
| 3.966 SH TCW EMRG MKTS INCM FD CL I | 2014-09-30 | 2014-12-09 | $32 | $34 | -$2 | -$2 | |
| 3.945 SH TCW EMRG MKTS INCM FD CL I | 2014-11-03 | 2014-12-09 | $32 | $34 | -$2 | -$2 | |
| 4.032 SH TCW EMRG MKTS INCM FD CL I | 2014-11-28 | 2014-12-09 | $33 | $34 | -$1 | -$1 | |
| CAPITAL GAINS DIVIDENDS | $3,066 | $3,066 | $3,066 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,595 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$29 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,998 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $85,699 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058320 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,984 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,128 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $91,402 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,985 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $87,732 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045422 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,676 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059253 | DistributionYr5Rt |
| Total Distribution | 0.262752 | TotalDistributionRt |
| Average Distribution | 0.052550 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $96,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,052 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $102 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $102 | 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 | 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 (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 | $94,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102 | TotalTaxAmt |
| Distributable Before Adj | $4,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,370 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,370 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,675 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RESOURCES FOR EDUCATION ADVANCEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 ELDRIDGE STREET APARTMENT S | AddressLine1Txt |
| City | NEWYORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | DONATION TO NONPROFIT PUBLIC CHARITY. | GrantOrContributionPurposeTxt |
| Amt | $3,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,400 | 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 | $2,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,529 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,529 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,695 | 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 | $2,086 | Amt |
| Net Investment Income | $1,565 | 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 | $73,307 | EOYBookValueAmt |
| EOYFMV | $93,331 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $56 | $0 | $0 | $0 |
| MISC EXP | $4 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME FORM 990PF | $2 | $2 | $0 | $0 |
| FOREIGN TAXES | $46 | $46 | $0 | $0 |
Comments