JANE BEKINS MEGINNIS FOUNDATION: Form 990PF, tax year 2013
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- Organization
- JANE BEKINS MEGINNIS FOUNDATION (EIN 42-1475620)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-04
- IRS object ID
- 201410639349100101
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-04T09:42:04-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 FRANCES BLDG | AddressLine1 |
| City | SIOUX CITY | City |
| State | IA | State |
| ZIP Code | 51101 | 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 | 421475620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BEKINS MEGINNIS FOUNDATION RICHARD KUNZ | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DAKOTA DUNES | City |
| State | SD | State |
| ZIP Code | 57049 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MEGINNIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7123373438 | PhoneNum |
| Signature | 2014-02-06 | 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 | 2014-02-06 | 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 | $1,001,164 | 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 | $22,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $280,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,333 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,155 | 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 | $1,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,895 | CashBOYAmt |
| Cash EOY | $3,145 | CashEOYAmt |
| Cash EOYFMV | $3,145 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $143,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,610 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $132,431 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $86,225 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $85,376 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $399,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $464,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $565,737 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $243,848 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $161,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $164,734 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $151,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $921,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $898,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,001,164 | 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 | $921,086 | RetainedEarningBOYAmt |
| Retained Earning EOY | $898,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $921,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $898,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $921,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $898,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $921,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $898,132 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $898,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA ACORN INTERNATIONAL FUND | P | 2011-02-25 | 2013-01-07 | $3,314 | $3,365 | -$51 | -$51 |
| BLACKROCK HIGH YIELD BOND FUND | P | 2011-02-25 | 2013-01-07 | $4,311 | $3,685 | $626 | $626 |
| GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND | P | 2013-01-07 | 2013-01-07 | $35,308 | $35,337 | -$29 | -$29 |
| GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND | P | 2013-04-24 | 2013-02-13 | $14,661 | $14,718 | -$57 | -$57 |
| OAKMARK INTERNATIONAL FUND | P | 2011-02-25 | 2013-04-24 | $1,043 | $931 | $112 | $112 |
| GOLDMAN SACHS EMERGING MARKET | P | 2010-06-05 | 2013-04-24 | $1,229 | $1,058 | $171 | $171 |
| ALLIANZ NFJ DIVIDEND ALLIANCE FUND | P | 2011-11-14 | 2013-04-24 | $1,682 | $1,381 | $301 | $301 |
| AMANA GROWTH FUND | P | 2013-01-07 | 2013-04-24 | $1,009 | $703 | $306 | $306 |
| AMERICAN BEACON LARGE CAP VAL FUND | P | 2010-06-14 | 2013-04-24 | $3,745 | $3,380 | $365 | $365 |
| GOLDMAN SACHS LARGE CAP VAL FUND | P | 2010-06-05 | 2013-04-24 | $2,821 | $1,643 | $1,178 | $1,178 |
| T ROWE PRICE GROWTH STOCK FUND | P | 2011-02-25 | 2013-04-24 | $3,355 | $1,530 | $1,825 | $1,825 |
| VANGUARD MID CAP INDEX SIGNAL FUND | P | 2011-02-28 | 2013-04-24 | $3,311 | $1,457 | $1,854 | $1,854 |
| DREYFUS/STANDISH GLOBAL FIXED INC FUND | P | 2011-02-25 | 2013-04-24 | $21,783 | $20,945 | $838 | $838 |
| PIMCO FOREIGN BOND FUND | P | 2013-01-07 | 2013-04-24 | $21,891 | $21,310 | $581 | $581 |
| VANGUARD SHORT TERM FEDERAL FUND | P | 2013-01-07 | 2013-04-24 | $38,286 | $38,452 | -$166 | -$166 |
| COLUMBIA ACORN INTERNATIONAL FUNDM | P | 2011-02-25 | 2013-04-24 | $1,489 | $1,370 | $119 | $119 |
| SPDR S&P 500 ETF TRUST | P | 2013-01-09 | 2013-04-26 | $19,632 | $18,274 | $1,358 | $1,358 |
| GENERAL ELECTRIC CAP | P | 2008-01-01 | 2013-05-01 | $20,000 | $20,177 | -$177 | -$177 |
| GOLDMAN SACHS SHORT DURATION GOVERNMENT FUND | P | 2013-04-24 | 2013-07-10 | $4,888 | $4,931 | -$43 | -$43 |
| AMANA GROWTH FUND | P | 2013-01-07 | 2013-07-22 | $33,850 | $27,152 | $6,698 | $6,698 |
| WACHOVIA CORP GLOBAL | P | 2008-01-01 | 2013-08-01 | $20,000 | $20,430 | -$430 | -$430 |
| ARBITRAGE FUND | P | 2013-04-24 | 2013-12-20 | $19,553 | $19,340 | $213 | $213 |
| CAPITAL GAINS DIVIDENDS | P | $3,741 | $3,741 | $3,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,333 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,235 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $796,833 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,823 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $435,138 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082326 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,245 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $454,797 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,757 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $425,934 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074558 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,435 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $487,033 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060437 | DistributionYr5Rt |
| Total Distribution | 0.414386 | TotalDistributionRt |
| Average Distribution | 0.082877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $957,127 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $367 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,865 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $373 | 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 | AddressLine1 |
| City | ST GEORGE | City |
| State | UT | State |
| ZIP Code | 84770 | ZIPCode |
| 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 | AddressLine1 |
| City | ST GEORGE | City |
| State | UT | State |
| ZIP Code | 84770 | ZIPCode |
| 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 | $944,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $971,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $971,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $957,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $47,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,865 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,865 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,263 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,748 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,742 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,138 | 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 | $5,263 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,701 | ExcessFromYear4Amt |
| Excess From Year3 | $32,878 | ExcessFromYear3Amt |
| Excess From Year2 | $14,806 | ExcessFromYear2Amt |
| Excess From Year1 | $20,748 | ExcessFromYear1Amt |
| Excess From Current Year | $10,742 | 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 | AddressLine1 |
| City | ST GEORGE | City |
| State | UT | State |
| ZIP Code | 84770 | ZIPCode |
| 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR THE ARTS | |||||||
| 606 6TH ST | CRESTED BUTTE | CO | 81220 | NONE | PUBLIC | UNRESTRICTED | $200 |
| COUNCIL OF INDIAN NATIONS | |||||||
| 725 E BASELINE AVE | APACHE JUNCTION | AZ | 85117 | NONE | PUBLIC | UNRESTRICTED | $100 |
| 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 | $5,100 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 56007 | NONE | PUBLIC | UNRESTRICTED | $450 |
| MIDWEST VOLLEYBALL POWER | |||||||
| 3400 N HIGHWAY 75 | SIOUX CITY | IA | 51105 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MORNINGSIDE COLLEGE | |||||||
| 1501 MORNINGSIDE AVENUE | SIOUX CITY | IA | 51106 | NONE | PUBLIC | UNRESTRICTED | $500 |
| MOUNTAIN HERITAGE MUSEUM | |||||||
| 331 ELK AVENUE | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $200 |
| ORPHANED & INJURED WILDLIFE | |||||||
| 3012 CENTER LAKE DR | SPIRIT LAKE | IA | 51360 | NONE | PUBLIC | UNRESTRICTED | $500 |
| PAWS | |||||||
| 336 BUCKLEY DR | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $1,200 |
| PEARSON LAKES ART CENTER | |||||||
| 2201 US 71 | OKOBOJI | IA | 51355 | NONE | PUBLIC | UNRESTRICTED | $100 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | NONE | PUBLIC | UNRESTRICTED | $250 |
| SIOUX CITY ART CENTER | |||||||
| 225 NEBRASKA STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $225 |
| 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 | $690 |
| ST JOSEPH INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | NONE | PUBLIC | UNRESTRICTED | $100 |
| AMERICAN INDIAN RELIEF COUNCIL | |||||||
| 2401 ELGIN ST | RAPID CITY | SD | 57703 | NONE | PUBLIC | UNRESTRICTED | $150 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| 3001 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC | UNRESTRICTED | $100 |
| IOWA FARM BUREAU FOUNDATION | |||||||
| 5400 UNIVERSITY AVE | WEST DES MOINES | IA | 50166 | NONE | PUBLIC | UNRESTRICED | $50 |
| MANHATTAN ART CENTER | |||||||
| 15201 POYNTZ AVENUE | MANHATTAN | KS | 66502 | NONE | PUBLIC | UNRESTRICTED | $100 |
| CHILDRENS MUSEUM OF SIOUXLAND | |||||||
| 306 VIRGINIA ST | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $100 |
| ST LABRE INDIAN SCHOOL | |||||||
| 100 TONGUE RIVER RD | ASHLAND | MT | 59004 | NONE | PUBLIC | UNRESTRICTED | $50 |
| SIOUXLAND HERITAGE FOUNDATION | |||||||
| 2901 JACKSON STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $40,000 |
| CRESTED BUTTE LAND TRUST | |||||||
| 308 3RD STREET | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SOUTHWEST WILDLIFE FOUNDATION | |||||||
| 8711 E PINNACLE PEAK | SCOTTSDALE | AZ | 85255 | NONE | PUBLIC | UNRESTRICTED | $500 |
| IOWA NATURAL HERITAGE | |||||||
| 505 5TH AVENEUE | DES MOINES | IA | 50309 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,865 | 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 | $22,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,333 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,155 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,155 | 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 | $1,045 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BD FD | $16,149 | $17,190 |
| DREYFUS/STANDISH GLOBAL FIXED INC FD | $35,302 | $34,703 |
| GEN ELEC CAP CORP 4.8% | $0 | $0 |
| GOLDMAN SACHS EMERGING MKT DBT FD-1 | $4,424 | $4,353 |
| GOLDMAN SACHS GROUP 5.5% 11/15/14 | $20,050 | $20,845 |
| HSBC FIN CORP 5.0% | $24,453 | $26,418 |
| HSBC FIN CORP 5.25% | $24,864 | $26,330 |
| PIMCO FOREIGN BOND FUND | $35,838 | $34,895 |
| WACHOVIA CORP GLOBAL 5.7% 8/01/13 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANZ NFJ DIVIDEND VAL FD-INS | $25,868 | $33,996 |
| AMANA GROWTH FD | $0 | $0 |
| AMERICAN BEACON LARGE CAP VALUE FD | $29,604 | $49,803 |
| COLUMBIA ACORN INTL FD CL Z | $21,074 | $25,990 |
| COLUMBIA ACORN TR FD CL Z | $2,672 | $4,626 |
| DELAWARE EMERGING MKTS FD-I | $13,335 | $15,612 |
| E I I INTL PROPERTY FD-1 | $3,811 | $4,937 |
| EATON VANCE EMERGING MKTS LOC-I | $18,313 | $15,870 |
| G S COMMODITY STRATEGY FD INSTL | $6,644 | $6,699 |
| GOLDMAN SACHS LRG CAP VAL FD-I | $22,259 | $36,121 |
| MERCK INC. STK. | $126,129 | $99,449 |
| MORGAN STANLEY INSTL FD INC-US RE-P | $2,443 | $2,598 |
| OAKMARK INTL FD #109 | $15,526 | $21,650 |
| OPPENHEIMER SR FLOATING RATE-Y | $19,481 | $19,759 |
| PIMCO COMMODITY REAL RETURN STRAT FD | $12,718 | $10,600 |
| PIMCO EMERGING LOCAL BD-IS | $14,553 | $12,830 |
| T ROWE PRICE GROWTH STK FD INC | $48,668 | $82,972 |
| TEMPLETON FOREIGN EQUITY SERIES | $46,253 | $57,969 |
| VANGUARD MID CAP INDEX SIGNAL FD | $21,383 | $40,532 |
| WESTPORT FDS-CI I | $13,604 | $23,724 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $86,225 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $85,376 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EUR STK INDX ADM | AT COST | $19,614 | $20,328 |
| PIMCO TOTAL RETURN FUND INST | AT COST | $49,190 | $46,493 |
| VANGUARD TOTAL BOND MDT INDEX FD-SIG | AT COST | $49,190 | $46,924 |
| VANGUARD 500 INDEX SIGNAL FD | AT COST | $33,740 | $36,817 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST FEES | CategoryTxt |
| Amt | $5,484 | Amt |
| Net Investment Income | $5,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2012 EXCISE TAX | $715 | $0 | $0 |
| FOREIGN TAX PAID | $0 | $0 | $0 |
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