2G CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- 2G CHARITABLE FOUNDATION (EIN 36-4414115)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-25
- IRS object ID
- 201332069349100103
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-25T07:29:08-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCK RIVER FAMILY OFFICE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 South Harrison Suite 200 | AddressLine1 |
| City | Davenport | City |
| State | IA | State |
| ZIP Code | 52801 | 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 | 364414115 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 2 G CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO SOUTH DAKOTA TRUST COMPANY LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | 2GCH | NameControl |
| Phone | 6052715132 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVE STE 200 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SOUTH DAKOTA TRUST COMPANY | Name |
| Title | Trustee | Title |
| Date Signed | 2013-07-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM M KUNKEL | Name |
| PTIN | P00872912 | PTIN |
| Phone | 5638234400 | Phone |
| 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 | 87536 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1779 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1779 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1779 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 3008 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 33602 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3008 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 173 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 4787 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4787 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1952 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 5285 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3964 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 60 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 45 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 204 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 5549 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4009 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9549 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4009 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4762 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 778 | NetInvestmentIncome |
| Adjusted Net Income | 1952 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 12309 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11416 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11416 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 72638 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 68769 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 76120 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 84947 | TotalAssetsBOY |
| Total Assets EOY | 80185 | TotalAssetsEOY |
| Total Assets EOYFMV | 87536 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 84947 | RetainedEarningsBOY |
| Retained Earnings EOY | 80185 | RetainedEarningsEOY |
| Total Net Assets BOY | 84947 | TotalNetAssetsBOY |
| Total Net Assets EOY | 80185 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 84947 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 80185 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 84947 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4762 | ExcessOfRevenueOverExpenses |
| Subtotal | 80185 | Subtotal |
| Total Net Assets Fund Balances EOY | 80185 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3008 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 173 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4986 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 91402 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05455 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3985 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 87732 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04542 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4484 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 75676 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05925 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3970 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 84672 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04689 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4944 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 98834 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05002 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25614 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05123 | AverageDistributionRatio |
| Net Noncharitable Assets | 88128 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4515 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4523 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 16 | InvestmentIncomeExciseTax |
| Subtotal | 16 | Subtotal |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Tax Due | 16 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | SD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH DATKOTA TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6052715132 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S PHILLIPS AVE STE 200 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PATRICK E BEER | ||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | Treasurer | 0.00 | 0 |
| CATHERINE M WOLFE | ||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | Secretary | 0.00 | 0 |
| LISA A WOLFE | ||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | VP SERVICE | 0.00 | 0 |
| ADRIANNA C BEER | ||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | VP FUND RAISING | 0.00 | 0 |
| ALEXANDER C BEER | ||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | VP GRANTS | 0.00 | 0 |
| BRIAN J WOLFE | ||||||
| 102 S HARRISON ST STE 200 | DAVENPORT | IA | 52801 | President | 0.00 | 0 |
| SOUTH DAKOTA TRUST COMPANY | ||||||
| 201 S PHILLIPS AVE STE 200 | SIOUX FALLS | SD | 57104 | Trustee | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 81628 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7842 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 89470 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 89470 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1342 | CashDeemedCharitable |
| Net Noncharitable Assets | 88128 | NetNoncharitableAssets |
| Minimum Investment Return | 4406 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4406 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Total Tax | 16 | TotalTax |
| Distributable Amount Before Adj | 4390 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4390 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4390 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4000 | ExpensesAndContributions |
| Qualifying Distributions | 4000 | QualifyingDistributions |
| Adj Qualifying Distributions | 4000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4390 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3697 | UndistributedIncomePriorYear |
| Qualifying Distributions | 4000 | QualifyingDistributions |
| Applied To Year1 | 3697 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 303 | AppliedToCurrentYear |
| Undistributed Income CY | 4087 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | GWENDOLYN STRONG FOUNDATION | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W ANAPAMU STREET SUITE 177 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | DONATION TO NONPROFIT PUBLIC CHARITY. | PurposeOfGrantOrContribution |
| Amount | $4,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,779 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,008 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,787 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4787 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RRFO FEES | Category |
| Amount | $5,285 | Amount |
| Net Investment Income | 3964 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MISC EXP | 201 |
| BANK FEES | 3 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ILLINOIS CHARITY ANNUAL REPORT FEE | $15 | |
| FOREIGN TAXES | $31 | 31 |
| FEDERAL INCOME FORM 990PF | $14 | 14 |
Comments