DAKOTA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAKOTA CHARITABLE FOUNDATION INC (EIN 46-0422869)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-10
- IRS object ID
- 201342839349100509
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-10T17:26:25-05:00 | 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 | KETEL THORSTENSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3140 | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 577093140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460422869 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAKOTA CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAKO | NameControl |
| Phone | 6053413620 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8303 | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 57709 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAY HILLENBRAND | Name |
| Title | PRESIDENT | Title |
| Phone | 6053413620 | Phone |
| Date Signed | 2013-10-10 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F PETER BERGMAN CPA | Name |
| Phone | 6053425630 | Phone |
| Date Prepared | 2013-10-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 48678017 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 19744529 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 78213 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 78213 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 450192 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 450192 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 392119 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 392119 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | -73454 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 80074 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1494279 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 80074 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 20745127 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1000598 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 78000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 15600 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 62400 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 88490 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 88490 | OthEmplSlrsWgsNetInvstIncm |
| Pension Empl Bnft Rev And Expnss | 7646 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 7646 | PensionEmplBnftNetInvstIncm |
| Other Prof Fees Rev And Expnss | 4992 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2496 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2496 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 56956 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 56865 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 465573 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 465573 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 349199 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 347241 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1958 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1050856 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 983911 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 66854 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2898250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2898250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3949106 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 983911 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2965104 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16796021 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16687 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1685469 | CashBOY |
| Cash EOY | 978209 | CashEOY |
| Cash EOYFMV | 978209 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 300349 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 179379 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 179379 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 18714311 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 17866604 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 23561936 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3329886 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3269677 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3396105 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1500000 | InvestmentsOtherBOY |
| Investments Other EOY | 1446634 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1446634 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 19098889 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 523265 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment EOY | 18575624 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 19098889 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6956 | OtherAssetsBOY |
| Other Assets EOY | 16865 | OtherAssetsEOY |
| Other Assets EOYFMV | 16865 | OtherAssetsEOYFMV |
| Total Assets BOY | 25536971 | TotalAssetsBOY |
| Total Assets EOY | 42332992 | TotalAssetsEOY |
| Total Assets EOYFMV | 48678017 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 25536971 | RetainedEarningsBOY |
| Retained Earnings EOY | 42332992 | RetainedEarningsEOY |
| Total Net Assets BOY | 25536971 | TotalNetAssetsBOY |
| Total Net Assets EOY | 42332992 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 25536971 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 42332992 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 25536971 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16796021 | ExcessOfRevenueOverExpenses |
| Subtotal | 42332992 | Subtotal |
| Total Net Assets Fund Balances EOY | 42332992 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2011-12-30 | 2012-12-31 | 76154 | 76154 | 76154 | |
| JP MORGAN SALES | P | 2011-12-30 | 2012-12-31 | 1294124 | -2491 | -2491 | 1296615 |
| JP MORGAN SALES | P | 2011-12-30 | 2012-12-31 | 124001 | 6411 | 6411 | 117590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 80074 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 6411 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3064328 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 30377858 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.100874 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3379996 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 30651339 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.110272 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2562427 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 29153439 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.087895 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1613029 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 36345519 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044380 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2039012 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 41450878 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049191 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.392612 | TotalDistributionRatio |
| Average Distribution Ratio | 0.078522 | AverageDistributionRatio |
| Net Noncharitable Assets | 44799021 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3517709 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 167 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3517876 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2965104 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 334 | InvestmentIncomeExciseTax |
| Subtotal | 334 | Subtotal |
| Tax Based On Investment Income | 334 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16956 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16956 | TotalCreditsAndPayments |
| Overpayment | 16622 | Overpayment |
| Amount Credited To Next Year | 16622 | AmountCreditedToNextYear |
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 |
| 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 Person Name | RAY HILLENBRAND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6053413620 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8303 | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 57709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| RAY HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | MANAGER | 20.00 | 78000 | 0 | 0 |
| MARGARET HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| HEIDI HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GRETCHEN HILLENBRAND | ||||||||
| P O BOX 8303 | RAPID CITY | SD | 57709 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 27829333 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 492284 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 17159623 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 45481240 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 45481240 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 682219 | CashDeemedCharitable |
| Net Noncharitable Assets | 44799021 | NetNoncharitableAssets |
| Minimum Investment Return | 2239951 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2239951 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 334 | TaxBasedOnInvestmentIncome |
| Total Tax | 334 | TotalTax |
| Distributable Amount Before Adj | 2239617 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2239617 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2239617 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2965104 | ExpensesAndContributions |
| Qualifying Distributions | 2965104 | QualifyingDistributions |
| Adj Qualifying Distributions | 2965104 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2239617 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 1004693 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1855795 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1557043 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4417531 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2965104 | QualifyingDistributions |
| Applied To Current Year | 2239617 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 725487 | RemainingDistriFromCorpus |
| Total Corpus | 5143018 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 5143018 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 1004693 | ExcessFromYear3 |
| Excess From Year2 | 1855795 | ExcessFromYear2 |
| Excess From Year1 | 1557043 | ExcessFromYear1 |
| Excess From Current Year | 725487 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY HILLENBRAND | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BLACK HILLS POW WOW ASSOC | ||||||
| P O BOX 8131 | RAPID CITY | SD | 57709 | PUBLIC | CHARITABLE | $10,000 |
| BLESSED SACRAMENT CHURCH | ||||||
| 4500 JACKSON BLVD | RAPID CITY | SD | 57702 | PUBLIC | CHARITABLE | $60,000 |
| BOLINAS MUSEUM | ||||||
| 48 WHARF RD | BOLINAS | CA | 94924 | PUBLIC | CHARITABLE | $7,000 |
| CATHOLIC DIOCESE OF RAPID | ||||||
| P O BOX 678 | RAPID CITY | SD | 57709 | PUBLIC | CHARITABLE | $565,000 |
| CATHOLIC SOCIAL SERVICES | ||||||
| 918 5TH ST | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $160,000 |
| CULVER EDUCATIONAL FOUND | ||||||
| 1300 ACADEMY RD 153 | CULVER | IN | 46511 | PUBLIC | CHARITABLE | $20,000 |
| DENISON UNIVERSITY | ||||||
| 100 WEST COLLEGE ST | GRANVILLE | OH | 43023 | PUBLIC | CHARITABLE | $2,000 |
| DESTINATION RAPID CITY | ||||||
| 606 MAIN STREET | RAPID CITY | SD | 57701 | 501(C)(6) | CHARITABLE | $1,450,000 |
| FRIENDS OF SD PUBLIC BROADCASTING | ||||||
| P O BOX 5000 | VERMILLION | SD | 57069 | PUBLIC | CHARITABLE | $1,000 |
| SAN FRANCISCO WALDORF SCH | ||||||
| 293 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | PUBLIC | CHARITABLE | $44,000 |
| SOUTH DAKOTA SM&T | ||||||
| 501 EAST ST JOSEPH ST | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $105,250 |
| STINSONBOLINAS COMMUNITY FUND | ||||||
| PO BOX 367 | STINSON BEACH | CA | 94970 | PUBLIC | CHARITABLE | $5,000 |
| UNITED WAY OF THE BLACK H | ||||||
| 621 6TH ST SUITE300 | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $100,000 |
| WESTERN SD CATHOLIC FOUNDATION | ||||||
| PO BOX 678 | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $1,500 |
| YMCA | ||||||
| 815 KANSAS CITY ST | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $7,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | PUBLIIC | CHARITABLE | $2,000 |
| BLACK HILLS AREA COMMUNITY FOUNDATI | ||||||
| P O BOX 231 | RAPID CITY | SD | 57709 | PUBLIC | CHARITABLE | $120,000 |
| BOLINAS-STINSON BEACH SCHOOL FOUND | ||||||
| 123 OLEMA-BOLINAS RD | BOLINAS | CA | 94924 | PUBLIC | CHARITABLE | $3,500 |
| CRAZY HORSE MEMORIAL FOUNDATION | ||||||
| 12151 AVE OF THE CHIEFS | CRAZY HORSE | SD | 57730 | PUBLIC | CHARITABLE | $10,000 |
| FAIRBURN VOLUNTEER FIRE DEPT | ||||||
| PO BOX 87 | FAIRBURN | SD | 57738 | PUBLIC | CHARITABLE | $30,000 |
| GREENWOOD SCHOOL | ||||||
| 17 BUENA VISTA AVE | MILL VALLEY | CA | 94941 | PUBLIC | CHARITABLE | $30,000 |
| HEALING YOGA FOUNDATION | ||||||
| 3620 BUCHANAN ST | SAN FRANCISCO | CA | 94123 | PUBLIC | CHARITABLE | $8,000 |
| OGALA SIOUX PARKS AND RECREREATION | ||||||
| P O BOX 570 | KYLE | SD | 57752 | PUBLIC | CHARITABLE | $10,000 |
| OPTIMISTS INTERNATIONAL FOUNDATION | ||||||
| 4494 LINDELL BLVD | SAINT LOUIS | MO | 63108 | PUBLIC | CHARITABLE | $10,000 |
| PERFORMING ARTS CENTER OF RAPID CIT | ||||||
| 601 COLUMBUS ST | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $100,000 |
| RAPID CITY CLUB FOR BOYS | ||||||
| P O BOX 907 | RAPID CITY | SD | 57709 | PUBLIC | CHARITABLE | $2,500 |
| RURAL AMERICAN INITATIVES | ||||||
| 919 MAIN ST SUITE 101 | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $12,000 |
| RAPID CITY RUSH FOUNDATION | ||||||
| 444 MT RUSHMORE RD | RAPID CITY | SD | 57701 | PUBLIC | CHARITABLE | $20,000 |
| YOUTH AND FAMILY SERVICES | ||||||
| PO BOX 2813 | RAPID CITY | SD | 57709 | PUBLIC | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2898250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,213 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $450,192 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | -$73,454 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $80,074 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $535,025 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 535025 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | true | 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 |
Transfer Schedule TransferSchedule
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumber |
| Amount Involved | 1450000 | AmountInvolved |
Name Of Noncharitable EO NameOfNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOWNTOWN RAPID CITY | BusinessNameLine1 |
| Business Name Line2 | CORPORATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Transfers Etc | REVITALIZATION OF DOWNTOWN RAPID CITY-GRANT MADE 01-25-12 AMOUNT EXPENDED BY 12-31-12 WAS 447468.GRANTEE REPORTS MONTHLY THE BALANCE OF PRIOR YEAR GRANT WAS EXPENDED IN 2012 | DescriptionOfTransfersEtc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Noncharitable E Os | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(C)(6) | TypeOfOrganization |
| Description Of Relationship | COMMON BOARD MEMBER | DescriptionOfRelationship |
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 | ESTATE OF MARGARET LALLY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6750 NAMELESS CAVE ROAD | AddressLine1 |
| City | RAPID CITY | City |
| State | SD | State |
| ZIP Code | 57702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 19744529 | 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 | LAND & BUILDINGS--DONATIONS FROM ESTATE PER WILL | NoncashPropertyDescription |
| Fair Market Value | 19744529 | FairMarketValue |
| Date Received | 2012-03-01 | DateReceived |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| RAY HILLENBRAND |
| MARGARET HILLENBRAND |
| HEIDI HILLENBRAND |
| GRETCHEN HILLENBRAND |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| LAND | 2012-03-01 | 450000 | |||||
| BUILDINGS AND IMPROVEMENTS | 2011-08-12 | 17940849 | 57692 | S/L | 39.0000 | 459768 | 459768 |
| BUILDING IMPROVEMENTS | 2012-12-31 | 412731 | S/L | 39.0000 | 441 | 441 | |
| LICENSE | 2012-04-01 | 295309 | S/L | 39.0000 | 5364 | 5364 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS-J P MORGAN INVESTMENT MGMT | NameOfBond |
| EOY Book Value | 3269677 | EOYBookValue |
| EOYFMV | 3396105 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES-J P MORGAN INVESTMENT MGMT | NameOfStock |
| EOY Book Value | 17866604 | EOYBookValue |
| EOYFMV | 23561936 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NOTE RECEIVABLE | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1446634 | BookValue |
| EOYFMV | 1446634 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| BUILDINGS | 18648889 | 523265 | 18125624 | 18648889 |
| LAND | 450000 | 450000 | 450000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID EXCISE TAX | Description |
| BOY Book Value | 6956 | BOYBookValue |
| EOY Book Value | 16865 | EOYBookValue |
| EOYFMV | 16865 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | 58696 | 58696 | |
| DUES SUBSCRIPTIONS | 725 | 725 | |
| INSURANCE | 2200 | 1100 | 1100 |
| MISC. EXPENSE | 3553 | 3553 | |
| OFFICE EXPENSES | 530 | 397 | 133 |
| ADVERTISING-RENTAL | 61493 | 61493 | |
| INSURANCE-RENTAL | 28278 | 28278 | |
| REPAIRS & MAINTENANCE-RENTAL | 53993 | 53993 | |
| OFFICE EXPENSES-RENTAL | 37797 | 37797 | |
| UTILITIES-RENTAL | 101934 | 101934 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $4,992 | Amount |
| Net Investment Income | 2496 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2496 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE | $91 | |
| FOREIGN TAXES | $2,476 | 2476 |
| PROPERTY | $54,389 | 54389 |
Comments