DAKOTA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAKOTA CHARITABLE FOUNDATION INC (EIN 46-0422869)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-13
- IRS object ID
- 201402879349100310
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-13T11:26:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460257538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETEL THORSTENSON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3140 | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 577093140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460422869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAKO | BusinessNameControlTxt |
| Phone | 6053413620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8303 | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 57709 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAY HILLENBRAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6053413620 | PhoneNum |
| Signature | 2014-10-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | F PETER BERGMAN CPA | PreparerPersonNm |
| PTIN | P00086292 | PTIN |
| Phone | 6053425630 | PhoneNum |
| Preparation | 2014-10-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,862,693 | 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 | $18,788,059 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $80,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $702,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $702,305 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $410,575 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $410,575 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$108,076 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $985,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,248,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $985,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,967,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,179,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $138,676 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $138,676 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $12,828 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,828 | PensionEmplBnftNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $28,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,189 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,704 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86,156 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $931,601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $930,501 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,295,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,207,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,966,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,966,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,261,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,207,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,034,304 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,705,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $971,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $978,209 | CashBOYAmt |
| Cash EOY | $588,982 | CashEOYAmt |
| Cash EOYFMV | $588,982 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $179,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $843,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $843,320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,866,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,489,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,249,304 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,269,677 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,888,393 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,902,883 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $23,932,769 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,041,915 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $18,575,624 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $22,890,854 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $23,932,769 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,446,634 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,345,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,345,435 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,865 | OtherAssetsBOYAmt |
| Total Assets BOY | $42,332,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,046,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,862,693 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,974 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $2,802 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $7,776 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $42,332,992 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,038,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,332,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,038,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,332,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,046,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,332,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,705,549 | ExcessRevenueOverExpensesAmt |
| Subtotal | $57,038,541 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,038,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2012-12-31 | 2013-12-31 | $130,999 | $130,999 | $130,999 | |
| JP MORGAN | P | 2012-12-31 | 2013-12-31 | $1,052,125 | $130,077 | $130,077 | $922,048 |
| JP MORGAN | P | 2012-12-31 | 2013-12-31 | $2,576,213 | $587,281 | $587,281 | $1,988,932 |
| JP MORGAN | P | 2012-12-31 | 2013-12-31 | $1,489,158 | $137,154 | $137,154 | $1,352,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $985,511 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $130,077 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,965,104 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,799,021 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066187 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,064,328 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,377,858 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,379,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,651,339 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,562,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,153,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087895 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,613,029 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,345,519 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044380 | DistributionYr5Rt |
| Total Distribution | 0.409608 | TotalDistributionRt |
| Average Distribution | 0.081922 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,678,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,544,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,712 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,554,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,034,304 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,424 | SubtotalAmt |
| Tax Based On Investment Income | $19,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,622 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $26,622 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,198 | OverpaymentAmt |
| Applied To ES Tax | $7,198 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAY HILLENBRAND | IndividualWithBooksNm |
| Phone | 6053413620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8303 | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 57709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAY HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | MANAGER | 20.00 | $78,000 | $0 | $0 |
| MARGARET HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEIDI HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRETCHEN HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,285,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $907,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,515,829 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,708,926 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $68,708,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,030,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,678,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,383,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,383,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,424 | TotalTaxAmt |
| Distributable Before Adj | $3,364,491 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,364,491 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,364,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,034,304 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,034,304 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,034,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,364,491 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,004,693 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,855,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,557,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $725,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,143,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,034,304 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,364,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,669,813 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,812,831 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,812,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,004,693 | ExcessFromYear4Amt |
| Excess From Year3 | $1,855,795 | ExcessFromYear3Amt |
| Excess From Year2 | $1,557,043 | ExcessFromYear2Amt |
| Excess From Year1 | $725,487 | ExcessFromYear1Amt |
| Excess From Current Year | $1,669,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY HILLENBRAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLACK HILLS POW WOW ASSOC | ||||||
| P O BOX 8131 | RAPID CITY | SD | 57709 | PC | NATIVE AMERICAN | $10,000 |
| BOLINAS MUSEUM | ||||||
| 48 WHARF RD | BOLINAS | CA | 94924 | PC | MUSEUM SPONSOR | $5,000 |
| CATHOLIC DIOCESE OF RAPID | ||||||
| P O BOX 678 | RAPID CITY | SD | 57709 | PC | RELIGIOUS | $567,000 |
| CATHOLIC SOCIAL SERVICES | ||||||
| 918 5TH ST | RAPID CITY | SD | 57701 | PC | COUNSELING FOR NEEDY | $670,000 |
| CULVER EDUCATIONAL FOUND | ||||||
| 1300 ACADEMY RD 153 | CULVER | IN | 46511 | PC | EDUCATIONAL | $20,000 |
| DENISON UNIVERSITY | ||||||
| 100 WEST COLLEGE ST | GRANVILLE | OH | 43023 | PC | EDUCATIONAL | $2,000 |
| DESTINATION RAPID CITY | ||||||
| 606 MAIN STREET | RAPID CITY | SD | 57701 | NC | COMMUNITY IMPROVEMENT | $2,560,000 |
| SAN FRANCISCO WALDORF SCH | ||||||
| 293 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | PC | EDUCATIONAL | $125,000 |
| SOUTH DAKOTA SM&T | ||||||
| 501 EAST ST JOSEPH ST | RAPID CITY | SD | 57701 | PC | EDUCATIONAL | $61,000 |
| STINSONBOLINAS COMMUNITY FUND | ||||||
| PO BOX 367 | STINSON BEACH | CA | 94970 | PC | CHARITABLE | $5,000 |
| UNITED WAY OF THE BLACK H | ||||||
| 621 6TH ST SUITE300 | RAPID CITY | SD | 57701 | PC | CHARITABLE | $125,000 |
| WESTERN SD CATHOLIC FOUNDATION | ||||||
| PO BOX 678 | RAPID CITY | SD | 57701 | PC | RELIGIOUS | $1,500 |
| YMCA | ||||||
| 815 KANSAS CITY ST | RAPID CITY | SD | 57701 | PC | SUPPORT YMCA | $7,100 |
| GREENWOOD SCHOOL | ||||||
| 17 BUENA VISTA AVE | MILL VALLEY | CA | 94941 | PC | EDUCATIONAL | $90,000 |
| ALLIED ARTS FUND | ||||||
| P O BOX 4080 | RAPID CITY | SD | 57709 | PC | COMMUNITY EVENTS | $1,500 |
| CORNERSTONE RESCUE MISSION | ||||||
| 30 MAIN STREET | RAPID CITY | SD | 57701 | PC | SHELTER FOR NEEDY | $11,000 |
| EARLY CHILDHOOD CONNECTIONS | ||||||
| 2218 JACKSON BLVD | RAPID CITY | SD | 57702 | PC | EARLY CHILD EDUCATION | $10,000 |
| FEEDING SOUTH DAKOTA | ||||||
| 111 NORTH CREEK DRIVE | RAPID CITY | SD | 57703 | PC | FEEDING THE NEEDY | $400,000 |
| IDEA WILD | ||||||
| 420 RIDDLE DRIVE | FT COLLINS | CO | 80521 | PC | CONSERVATION SUPPLIES | $100,000 |
| MANITOWISH WATERS FIRE DEPT | ||||||
| P O BOX 267 | MANITOWISH WATERS | WI | 54545 | PC | FIRE DEPARTMENT SUPPORT | $50,000 |
| NATIONAL BUFFALO FOUNDATION | ||||||
| 7835 HWY 59 | GILLETTE | WY | 82718 | PC | EDUCATIONAL | $10,000 |
| RAPID CITY REGIONAL HOSPITAL | ||||||
| P O BOX 6000 | RAPID CITY | SD | 57709 | PC | HOSPITAL SUPPORT | $50,000 |
| TOWN OF WINCHESTER | ||||||
| 2338 BLACK FOREST DR | WINCHESTER | WI | 54557 | PC | FIRE DEPARTMENT SUPPORT | $75,000 |
| WESTERN SD SENIOR SERVICES | ||||||
| 303 NORTH MAPLE AVE | RAPID CITY | SD | 57701 | PC | FEEDING SENIOR CITIZENS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,966,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,777 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $702,305 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$108,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $985,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,660,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,660,517 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $2,650,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOWNTOWN RAPID CITY | BusinessNameLine1 |
| Business Name Line2 | RAPID CITY SD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | REVITALIZATION OF DOWNTOWN RAPID CITY-GRANT MADE 1-23-13,AMOUNT EXPENDED BY 12-31-13 WAS 2,650,000. BALANCE OF PRIOR YEAR GRANT WAS EXPENDED IN 2013. GRANTEE REPORTS MONTHLY. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | COMMON BOARD MEMBER | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF MARGARET LALLY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6750 NAMELESS CAVE ROAD | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 57702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,788,059 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS,BONDS, INVESTMENTS FROM ESTATE PER WILL | NoncashPropertyDesc |
| Fair Market Value | $18,788,059 | FairMarketValueAmt |
| Received | 2013-03-01 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| RAY HILLENBRAND |
| MARGARET HILLENBRAND |
| HEIDI HILLENBRAND |
| GRETCHEN HILLENBRAND |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS-J P MORGAN INVESTMENT MGMT | BondNm |
| EOY Book Value | $7,888,393 | EOYBookValueAmt |
| EOYFMV | $7,902,883 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES-J P MORGAN INVESTMENT MGMT | StockNm |
| EOY Book Value | $23,489,333 | EOYBookValueAmt |
| EOYFMV | $38,249,304 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $23,932,769 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,041,915 | AccumulatedDepreciationAmt |
| Book Value | $22,890,854 | BookValueAmt |
| EOYFMV | $23,932,769 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NOTE RECEIVABLE-UNRELATED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,345,435 | BookValueAmt |
| EOYFMV | $1,345,435 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $16,865 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAND & BUILDINGS | |||
| INVESTMENT DEPRECIATION | $518,651 | $518,651 | |
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $97,025 | $97,025 | |
| INSURANCE | $2,200 | $1,100 | $1,100 |
| MISC. EXPENSE | $157 | $157 | |
| ADVERTISING-RENTAL | $23,742 | $23,742 | |
| INSURANCE-RENTAL | $27,754 | $27,754 | |
| REPAIRS & MAINTENANCE-RENTAL | $87,878 | $87,878 | |
| OFFICE EXPENSES-RENTAL | $36,458 | $36,458 | |
| UTILITIES-RENTAL | $137,736 | $137,736 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $2,802 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $9,408 | $4,704 | $4,704 |
| PROFESSIONAL FEE RENTAL | $19,485 | $19,485 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $6,434 | $6,434 |
| USE TAX | $8,958 | $8,958 |
| EXCISE TAX | $19,424 | |
| REAL ESTATE TAXES-RENTAL | $70,764 | $70,764 |
Comments