DAVID B JONES FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID B JONES FOUNDATION (EIN 41-1909574)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-19
- IRS object ID
- 201311709349100001
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-19T08:35:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST 10TH ST PO BOX 5125 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571175125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411909574 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID B JONES FOUNDATION CO JEFF MALONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 6053392011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 S CALLINGTON CIRCLE | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY MALONE | Name |
| Title | TREASURER | Title |
| Phone | 6053392011 | Phone |
| Date Signed | 2013-06-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURIE HANSON | Name |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | Phone |
| Date Prepared | 2013-06-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1128377 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 180000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 29649 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 29649 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 107728 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 342421 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 107728 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4885 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 322274 | TotalRevenueAndExpenses |
| Total Net Investment Income | 137389 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 479 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 479 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2041 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2041 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14565 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14565 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 643 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 138 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 138 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 720 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 720 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18586 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14565 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3378 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57086 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14565 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41878 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 265188 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 122824 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 90208 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 189693 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 189693 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 323058 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 480394 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 480588 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 283709 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 291153 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 315401 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 137628 | InvestmentsOtherBOY |
| Investments Other EOY | 142695 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 142695 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 834603 | TotalAssetsBOY |
| Total Assets EOY | 1103935 | TotalAssetsEOY |
| Total Assets EOYFMV | 1128377 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 834603 | RetainedEarningsBOY |
| Retained Earnings EOY | 1103935 | RetainedEarningsEOY |
| Total Net Assets BOY | 834603 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1103935 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 834603 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1103935 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 834603 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 265188 | ExcessOfRevenueOverExpenses |
| Other Increases | 4144 | OtherIncreases |
| Subtotal | 1103935 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1103935 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF PUBLIC TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 342421 | GrossSalesPrice |
| Cost Or Other Basis | 234693 | CostOrOtherBasis |
| Gain Or Loss | 107728 | GainOrLoss |
| Gains Minus Excess Or Losses | 107728 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 107728 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 49711 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 922226 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053903 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 42503 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 913016 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046552 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47026 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 822792 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057154 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 43095 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 976503 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044132 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1616 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1115926 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.001448 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.203189 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040638 | AverageDistributionRatio |
| Net Noncharitable Assets | 1040881 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42299 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1228 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43527 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41878 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2456 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2456 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2456 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 239 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 239 | TotalCreditsAndPayments |
| Tax Due | 2217 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| States Filed With | IA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | HTTP://DBJONESFOUNDATION.ORG/ | WebsiteAddress |
| Books In Care Of Person Name | JEFFREY MALONE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6053392011 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 S CALLINGTON CIRCLE | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID B JONES | ||||||||
| 6305 S CALLINGTON CIRCLE | SIOUX FALLS | SD | 57108 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| LORI WIESE-PARKS | ||||||||
| 6305 S CALLINGTON CIRCLE | SIOUX FALLS | SD | 57108 | SECRETARY | 1.00 | 0 | 0 | 0 |
| JEFFREY MALONE | ||||||||
| 6305 S CALLINGTON CIRCLE | SIOUX FALLS | SD | 57108 | TREASURER | 3.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 935859 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 120873 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1056732 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1056732 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15851 | CashDeemedCharitable |
| Net Noncharitable Assets | 1040881 | NetNoncharitableAssets |
| Minimum Investment Return | 52044 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52044 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2456 | TaxBasedOnInvestmentIncome |
| Total Tax | 2456 | TotalTax |
| Distributable Amount Before Adj | 49588 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 49588 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 49588 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41878 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 41878 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 41878 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 49588 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 34473 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41878 | QualifyingDistributions |
| Applied To Year1 | 34473 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 7405 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 42183 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | E-MAIL APPLICATION TO INFODBJONESFO | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVID B JONES FDTN APPLICATION 6305 | AddressLine1 |
| Address Line2 | S CALLINGTON CIRCLE | AddressLine2 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6053392011 | RecipientPhoneNumber |
| Form And Info And Materials | PLEASE VISIT HTTP://DBJONESFOUNDATION.ORG TO DOWNLOAD APPLICATION FORM AND OTHER INSTRUCTIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GRANTS AWARDED FOR SCIENTIFIC RESEARCH IN THE FIELD OF PALEONTOLOGY. ORGANIZATIONS RECEIVING FUNDS MUST PROVIDE A CERTIFIED STATEMENT THAT THE FUNDS RECEIVED FROM THE FOUNDATION HAVE BEEN USED FOR THE PURPOSE INTENDED. THIS STATEMENT, WHICH MUST BE SIGNED BY THE NONPROFIT'S ACCOUNTING FIRM AND CHIEF FINANCIAL OFFICER, MUST BE FILED WITH THE FOUNDATION NO LATER THAN 18 MONTHS AFTER THE DATE SUCH FUNDS ARE AWARDED. AWARDEES MUST SUBMIT A SHORT PROJECT OR PROGRAM SUMMARY AND PHOTO UPON COMPLETION. NEWS RELEASES AND PRESS CLIPPINGS WOULD ALSO BE APPROPRIATE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE UNIVERSITY OF NEBRASKA STATE MUSEUM (FRIENDS OF ASHFALL) | |||||||
| HWY 59 | ROYAL | NE | 68764 | NONE | 501(C)(3) | PALEONTOLOGY SUPPORT | $20,000 |
| THE MAMMOTH SITE OF SD INC | |||||||
| PO BOX 692 | HOT SPRINGS | SD | 57747 | NONE | 501(C)(3) | PALEONTOLOGY SUPPORT | $15,000 |
| TIMBER LAKE SCHOOL DISTRICT DINO DIG | |||||||
| 500 MAIN ST | TIMBER LAKE | SD | 576561000 | NONE | 501(C)(3) | PALEONTOLOGY SUPPORT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,649 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $107,728 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| NORTHSTAR ETHANOL, LLC | 310000 | -$6,271 |
| GREAT PLAINS LODGING VI LLC | 721110 | $11,156 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $4,885 | UnrelatedBusinessIncomeAmount |
| Exclusion | $137,389 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 142274 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 11A | INCOME FROM PASSTHROUGH ENTITY |
| 11B | INCOME FROM PASSTHROUGH ENTITY |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID JONES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 S CALLINGTON CIRCLE | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 180000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2,000 SHARES OF 3M COMPANY STOCKS | NoncashPropertyDescription |
| Fair Market Value | 180000 | FairMarketValue |
| Date Received | 2012-03-27 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,041 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2041 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (8 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VERIZON COMMUNICATIONS 5.550% | 50433 | 56937 |
| HONEYWELL INTL SER MAKE WHOLE 5.400% | 50445 | 57190 |
| BLOCK FINL CORP GTD NT 5.125% | 26690 | 31587 |
| VIACOM INC NOTE 4.2500% | 50963 | 54288 |
| DARLING INTERNATIONAL INC 8.500% | 27415 | 28719 |
| EXELON CORP NOTES 4.900% | 25856 | 27213 |
| JEFFERIES 5.125% | 31669 | 31500 |
| WR BERKLEY | 27682 | 27967 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M COMPANY | 134820 | 92850 |
| COCA COLA CO | 25961 | 45313 |
| JOHNSON & JOHNSON | 66336 | 70100 |
| WALGREENS COMPANY | 20285 | 22206 |
| ARCHER DANIELS MIDLAND | 56800 | 54780 |
| MERCK AND CO | 34340 | 40940 |
| NORTHRUP GRUMMAN | 28522 | 33790 |
| BANK OF AMERICA MELLON | 50441 | 51400 |
| JP MORGAN | 34947 | 43969 |
| CORNING INC | 27942 | 25240 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NORTHSTAR ETHANOL LLC | AT COST | 82917 | 82917 |
| GREAT PLAINS LODGING VI LLC | AT COST | 59778 | 59778 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $479 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 479 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 695 | 0 | 695 |
| MN ATTORNEY GENERAL | 25 | 0 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| NORTHSTAR ETHANOL, LLC | -6271 | -6271 |
| GREAT PLAINS LODGING VI LLC | 11156 | 11156 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX ADJUSTMENT | Description |
| Amount | $4,144 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $14,565 | Amount |
| Net Investment Income | 14565 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $260 | 0 | 0 |
| IOWA TAX | $282 | 0 | 0 |
| MINNESOTA TAX | $101 | 0 | 0 |
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