OAHE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OAHE FOUNDATION (EIN 36-3309554)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-28
- IRS object ID
- 201323019349300312
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-28T09:11:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203430198 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMER CURRIER & HOFFERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 N LINCOLN AVE 3 PO BOX 130 | AddressLine1 |
| City | PIERRE | City |
| State | SD | State |
| ZIP Code | 57501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363309554 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAHE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OAHE | NameControl |
| Phone | 6052247392 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1 |
| City | PIERRE | City |
| State | SD | State |
| ZIP Code | 57501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE GORMLEY | Name |
| Title | CHAIRPERSON | Title |
| Phone | 6052247392 | Phone |
| Date Signed | 2013-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT R CURRIER | Name |
| PTIN | P00430608 | PTIN |
| Phone | 6052248826 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANNE GORMLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1 |
| City | PIERRE | City |
| State | SD | State |
| ZIP Code | 57501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14184675 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | SD | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1468151 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3724522 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 222273 | InvestmentIncomePriorYear |
| Investment Income Current Year | 780856 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 53813 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3906 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1744237 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4509284 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1706145 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1276161 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 92278 | OtherExpensePriorYear |
| Other Expenses Current Year | 111445 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1798423 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1387606 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -54186 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3121678 | RevenuesLessExpensesCY |
| Total Assets BOY | 14594934 | TotalAssetsBOY |
| Total Assets EOY | 18705790 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14594934 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18705790 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE A FOUNDATION, WHICH MAY BE USED BY OTHERS AS A CONDUIT FOR THE PURPOSE OF CHANNELING CONTRIBUTIONS MADE BY THE PUBLIC AT LARGE THROUGH THIS 501(C)(3) FOUNDATION, WHICH FUNDS WILL BE ULTIMATELY USED FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE, IN THE NAME OF AND ON BEHALF OF THE THIRD PARTY DONOR. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1387606 | Expense |
| Grants | 1276161 | Grants |
| Description | DISTRIBUTIONS MADE FOR CHARITABLE PURPOSES OR TO EXEMPT ORGANIZATIONS. THE ORGANIZATION SERVES AS A CONDUIT FOR SUCH PURPOSES IN ACCORDANCE WITH THE WISHES OF THE CONTRIBUTOR. | Description |
| Total Program Service Expense | 1387606 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 1 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES D LAIRD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6052247392 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 998 | AddressLine1 |
| City | PIERRE | City |
| State | SD | State |
| ZIP Code | 57501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHARLES H BURKE III | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JAMES D LAIRD | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CAROL VAN ROEKEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL KNECHT | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ANNE GORMLEY | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| CAROL WARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT ISBURG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GERALD WARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KELLIE YACKLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3724522 | AllOtherContributions |
| Noncash Contributions | 305960 | NoncashContributions |
| Total Contributions | 3724522 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 372646 | TotalRevenueColumn |
| Related Or Exempt Function Income | 372646 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9516007 | Securities |
| Other | 567594 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8995756 | Securities |
| Other | 679635 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 520251 | Securities |
| Other | -112041 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 408210 | TotalRevenueColumn |
| Exclusion | $408,210 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3906 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3906 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3906 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4509284 | TotalRevenueColumn |
| Related Or Exempt Function Income | 376552 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $408,210 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976241 | Total |
| Program Services | 976241 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299920 | Total |
| Program Services | 299920 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| TRUST ADMINISTRATION FE | 106066 | 106066 |
| OTHER ADMINISTRATIVE EX | 5379 | 5379 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387606 | Total |
| Program Services | 1387606 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1667 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2569357 | BOY |
| EOY | 1595758 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12023910 | BOY |
| EOY | 17109532 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14594934 | BOY |
| EOY | 18705790 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14594934 | BOY |
| EOY | 18705790 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14594934 | BOY |
| EOY | 18705790 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14594934 | BOY |
| EOY | 18705790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3121678 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 986315 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 2863 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1632219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 894165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 815883 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 905046 | CurrentTaxYearMinus1Year |
| Current Tax Year | 446684 | CurrentTaxYear |
| Total | 4693997 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1632219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 894165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 815883 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 905046 | CurrentTaxYearMinus1Year |
| Current Tax Year | 446684 | CurrentTaxYear |
| Total | 4693997 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1773896 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2920101 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 536311 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 774092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 303402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 310163 | CurrentTaxYearMinus1Year |
| Current Tax Year | 372646 | CurrentTaxYear |
| Total | 2296614 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6990611 | TotalSupport |
| Public Support Pertcentage170 | 0.41770 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48190 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 155 | NumberDAFsHeld |
| Donor Advised Contributions | 3724522 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1276161 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 18705790 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 16459259 | F |
| COMMON STOCK | 650273 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17109532 | TotalOfBookValueSecurities |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| PIERRE FIRST UNITED METHODIST CHURCH | ||||||
| 117 N CENTRAL AVE | PIERRE | SD | 57501 | 460225020 | 110715 | GENERAL SUPPORT |
| PIERRE EDUCATION FOUNDATION | ||||||
| PO BOX 94 | PIERRE | SD | 57501 | 311574457 | 43268 | GENERAL SUPPORT |
| DAKOTAS UNITED METHODIST FOUNDATION | ||||||
| PO BOX 460 | MITCHELL | SD | 57301 | 460271158 | 25500 | GENERAL SUPPORT |
| PIERRE SCHOOL DISTRICT 32-2 | ||||||
| 211 S POPLAR AVE | PIERRE | SD | 57501 | 466001892 | 54925 | GENERAL SUPPORT |
| ST MARY'S FOUNDATION | ||||||
| 800 E DAKOTA AVE | PIERRE | SD | 57501 | 460378424 | 350279 | GENERAL SUPPORT |
| UNIVERSITY OF SD FOUNDATION | ||||||
| PO BOX 5555 | VERMILLION | SD | 57069 | 466018891 | 8194 | GENERAL SUPPORT |
| CORNERSTONE RESCUE MISSION | ||||||
| 1220 E BOULEVARD | RAPID CITY | SD | 57701 | 363296431 | 8194 | GENERAL SUPPORT |
| FIRST CONGREGATIONAL CHURCH | ||||||
| 1200 CLARK | RAPID CITY | SD | 57701 | 460232579 | 8194 | GENERAL SUPPORT |
| CAPITAL AREA UNITED WAY | ||||||
| PO BOX 1111 | PIERRE | SD | 57501 | 460403398 | 8200 | GENERAL SUPPORT |
| PIERRE-FORT PIERRE AREA HUMANE SOCIETY | ||||||
| PO BOX 954 | PIERRE | SD | 57501 | 460461504 | 15000 | GENERAL SUPPORT |
| SALVATION ARMY | ||||||
| 312 CUMING ST | OMAHA | NE | 68131 | 362167910 | 8194 | GENERAL SUPPORT |
| WESTHILLS VILLAGE FOUNDATION | ||||||
| 255 TEXAS ST | RAPID CITY | SD | 57701 | 460354383 | 8194 | GENERAL SUPPORT |
| WORKING AGAINST VIOLENCE | ||||||
| 527 QUINCY ST | RAPID CITY | SD | 57701 | 460355127 | 8194 | GENERAL SUPPORT |
| BLACK HILLS CHILDREN'S HOME | ||||||
| PO BOX 1749 | SIOUX FALLS | SD | 57101 | 460366277 | 8194 | GENERAL SUPPORT |
| FAITH SCHOOL DISTRICT | ||||||
| PO BOX 23 | FAITH | SD | 57626 | 460357385 | 59290 | GENERAL SUPPORT |
| GIRL SCOUTS - DAKOTA HORIZONS | ||||||
| 1101 S MARION RD | SIOUX FALLS | SD | 57106 | 460250744 | 12698 | GENERAL SUPPORT |
| ASSOCIATED GENERAL CONTRACTORS OF SD INC | ||||||
| 300 E CAPITOL AVE | PIERRE | SD | 57501 | 460213237 | 7568 | CONSTRUCTION EDUCATION CLASSES |
| CAPITAL UNIVERSITY CENTER | ||||||
| 925 E SIOUX AVE | PIERRE | SD | 57501 | 460366222 | 10000 | GENERAL SUPPORT |
| FAITH EDUCATION FOUNDATION | ||||||
| PO BOX 23 | FAITH | SD | 57626 | 061703825 | 32694 | GENERAL SUPPORT |
| FIRST CONGREGATIONAL UCC | ||||||
| 123 N HIGHLAND | PIERRE | SD | 57501 | 466013670 | 60082 | GENERAL SUPPORT |
Form990 Schedule I Part III Form990ScheduleIPartIII (41 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS FOR STUDENTS ATTENDING AUGUSTANA COLLEGE | 6 | 21000 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING BLACK HILLS STATE UNIVERSITY | 7 | 11100 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING CAPITAL UNIVERSITY CENTER | 6 | 3100 |
| SCHOLARSHIP FOR STUDENT ATTENDING DAKOTA STATE UNIVERSITY | 1 | 500 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING DAKOTA WESLEYAN UNIVERSITY | 7 | 14000 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING DICKINSON STATE UNIVERSITY | 2 | 5000 |
| SCHOLARSHIP FOR STUDENT ATTENDING IOWA STATE UNIVERSITY | 1 | 500 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING LAKE AREA TECHNICAL INSTITUTE | 4 | 2500 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING MITCHELL TECHNICAL INSTITUTE | 16 | 10800 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING MOUNT MARTY COLLEGE | 2 | 1200 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING NORTH DAKOTA STATE UNIVERSITY | 3 | 7500 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING NORTHERN STATE UNIVERSITY | 6 | 8300 |
| SCHOLARSHIP FOR STUDENT ATTENDING OKLAHOMA CHRISTIAN UNIVERSITY | 1 | 5000 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING SD SCHOOL OF MINES & TECHNOLOGY | 13 | 20620 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING SOUTH DAKOTA STATE UNIVERSITY | 41 | 73325 |
| SCHOLARSHIP FOR STUDENT ATTENDING SOUTHEAST TECHNICAL INSTITUTE | 1 | 500 |
| SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF MARY | 1 | 750 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF NEBRASKA-LINCOLN | 3 | 14000 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF NORTH DAKOTA | 3 | 9000 |
| SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF SIOUX FALLS | 1 | 750 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF SOUTH DAKOTA | 27 | 58350 |
| SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF KANSAS | 1 | 1250 |
| SCHOLARSHIP FOR STUDENT ATTENDING STEWART SCHOOL OF HAIRSTYLING | 1 | 500 |
| SCHOLARSHIP FOR STUDENT ATTENDING TRINITY BIBLE COLLEGE | 1 | 2125 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING CHADRON STATE COLLEGE | 2 | 5500 |
| SCHOLARSHIP FOR STUDENT ATTENDING CREIGHTON UNIVERSITY | 1 | 3100 |
| SCHOLARSHIP FOR STUDENT ATTENDING COLORADO TECHNICAL INSTITUTE | 1 | 500 |
| SCHOLARSHIP FOR STUDENT ATTENDING GILLETTE COLLEGE | 1 | 2500 |
| SCHOLARSHIP FOR STUDENT ATTENDING NORTH DAKOTA COLLEGE OF SCIENCE | 1 | 1000 |
| SCHOLARSHIP FOR STUDENT ATTENDING MIDLAND UNIVERSITY | 1 | 1000 |
| SCHOLARSHIP FOR STUDENT ATTENDING MINNESOTA STATE TECHNICAL COLLEGE | 1 | 1000 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING MINNESOTA STATE UNIVERSITY, MANKATO | 2 | 1500 |
| SCHOLARSHIP FOR STUDENT ATTENDING HOT ROD INSTITUTE | 1 | 500 |
| SCHOLARSHIP FOR STUDENT ATTENDING IOWA LAKES COMMUNITY COLLEGE | 1 | 250 |
| SCHOLARSHIP FOR STUDENT ATTENDING MONTANA STATE UNIVERSITY | 1 | 2500 |
| SCHOLARSHIP FOR STUDENT ATTENDING NORTHWESTERN OKLAHOMA STATE UNIVERSITY | 1 | 2500 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING PRESENTATION COLLEGE | 2 | 1250 |
| SCHOLARSHIPS FOR STUDENTS ATTENDING RIGHT TURN, INC. | 2 | 150 |
| SCHOLARSHIP FOR STUDENT ATTENDING SHERIDAN COLLEGE | 1 | 1500 |
| SCHOLARSHIP FOR STUDENT ATTENDING SOUTHEAST COMMUNITY COLLEGE | 1 | 500 |
| SCHOLARSHIP FOR STUDENT ATTENDING UNIVERSITY OF WYOMING | 1 | 3000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOUNDATION LEAVES THE ELIGIBILITY AND SELECTION CRITERIA UP TO THE INDIVIDUAL ACCOUNT DONORS. FOR SCHOLARSHIP DISTRIBUTIONS, THE RECIPIENTS MUST SUPPLY COLLEGE NAME AND STUDENT ID. ALL DISTRIBUTIONS ARE MADE DIRECTLY TO THE COLLEGES. | Explanation |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305960 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES BURKE, III IS THE PRESIDENT AND CEO OF BANCSHARES INC. WHICH IS THE HOLDING COMPANY FOR BANKWEST INC. JAMES LAIRD IS THE SENIOR VICE PRESIDENT OF THE FINANCIAL SERVICES DIVISION OF BANKWEST AND BOTH ARE INDEFINITE MEMBERS OF THE BOARD OF DIRECTORS OF OAHE FOUNDATION AS STATED IN THE BYLAWS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | ACCORDING TO THE FOUNDATION'S BY-LAWS, THE CONTRIBUTORS OF THE FOUNDATION ARE ITS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ACCORDING TO THE FOUNDATION'S BY-LAWS, ALL OF THE DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF BANKWEST. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 AND ATTACHED SCHEDULES WILL BE PRESENTED TO THE BOARD OF DIRECTORS AFTER FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE FORMS ARE COMPLETED BY THE DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS MADE AVAILABLE AT ANNUAL PUBLIC MEETING IN ADDITION TO THE LOCAL NEWSPAPER. OTHERWISE, DOCUMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | COST ADJUSTMENTS DUE TO WASH SALES 2,863. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART V, LINE 9B: | ANY PERSON MAKING A TAX DEDUCTIBLE CONTRIBUTION IS NOT ALLOWED TO RECEIVE THE CONTRIBUTED FUNDS BACK. |