JANE BEKINS MEGINNIS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JANE BEKINS MEGINNIS FOUNDATION (EIN 42-1475620)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-31
- IRS object ID
- 201232139349100613
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-31T15:38:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481292483 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENJES CONNER & WILLIAMS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 FRANCES BLDG | AddressLine1 |
| City | SIOUX CITY | City |
| State | IA | State |
| ZIP Code | 51101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421475620 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BEKINS MEGINNIS FOUNDATION RICHARD KUNZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JANE | NameControl |
| Phone | 6052326062 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 DAKOTA DUNES BOULEVARD | AddressLine1 |
| City | DAKOTA DUNES | City |
| State | SD | State |
| ZIP Code | 57049 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE MEGINNIS | Name |
| Title | PRESIDENT | Title |
| Phone | 7123373438 | Phone |
| Date Signed | 2012-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELISSA J WILLER | Name |
| PTIN | P00121904 | PTIN |
| Phone | 7122773931 | Phone |
| Date Prepared | 2012-07-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 431617 | 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 | 15062 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15062 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 24665 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 176783 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 24665 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 39727 | TotalRevenueAndExpenses |
| Total Net Investment Income | 39727 | 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 |
| Accounting Fees Rev And Expnss | 745 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 745 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2706 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2706 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3451 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2706 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 745 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35078 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35078 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 38529 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2706 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35823 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1198 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 37021 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2621 | CashBOY |
| Cash EOY | 473 | CashEOY |
| Cash EOYFMV | 473 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4495 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4942 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4942 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 16244 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 16359 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 299850 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 278242 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 241593 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 164977 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 163948 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 168250 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 471943 | TotalAssetsBOY |
| Total Assets EOY | 463849 | TotalAssetsEOY |
| Total Assets EOYFMV | 431617 | 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 | 471943 | RetainedEarningsBOY |
| Retained Earnings EOY | 463849 | RetainedEarningsEOY |
| Total Net Assets BOY | 471943 | TotalNetAssetsBOY |
| Total Net Assets EOY | 463849 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 471943 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 463849 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 471943 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1198 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 473141 | Subtotal |
| Other Decreases | 9292 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 463849 | 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 | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SOUTH DAKOTA | P | 2010-05-13 | 2011-03-29 | 71173 | 61272 | 9901 | 9901 |
| SECURITY NATIONAL BANK OF SOUTH DAKOTA | P | 2009-02-14 | 2011-03-29 | 104839 | 90846 | 13993 | 13993 |
| CAPITAL GAINS DIVIDENDS | P | 771 | 771 | 771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 24665 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 55245 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 454797 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.121472 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 31757 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 425934 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.074558 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29435 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 487033 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060437 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27194 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 235298 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.115573 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28540 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 136518 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.209057 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.581097 | TotalDistributionRatio |
| Average Distribution Ratio | 0.116219 | AverageDistributionRatio |
| Net Noncharitable Assets | 435138 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50571 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 370 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50941 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35823 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 740 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 740 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 740 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 446 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 446 | TotalCreditsAndPayments |
| Tax Due | 294 | 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 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | JANE MEGINNIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4356521333 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TR 51 | AddressLine1 |
| City | ST GEORGE | City |
| State | UT | State |
| ZIP Code | 84770 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JANE BEKINS MEGINNIS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TR 51 | AddressLine1 |
| City | ST GEORGE | City |
| State | UT | State |
| ZIP Code | 84770 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES.-DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 436985 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4779 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 441764 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 441764 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6626 | CashDeemedCharitable |
| Net Noncharitable Assets | 435138 | NetNoncharitableAssets |
| Minimum Investment Return | 21757 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21757 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 740 | TaxBasedOnInvestmentIncome |
| Total Tax | 740 | TotalTax |
| Distributable Amount Before Adj | 21017 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21017 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21017 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35823 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 35823 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35823 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21017 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 21830 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 16630 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 5263 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10701 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 32878 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 87302 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35823 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21017 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14806 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 102108 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 21830 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 80278 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 16630 | ExcessFromYear4 |
| Excess From Year3 | 5263 | ExcessFromYear3 |
| Excess From Year2 | 10701 | ExcessFromYear2 |
| Excess From Year1 | 32878 | ExcessFromYear1 |
| Excess From Current Year | 14806 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JANE BEKINS MEGINNIS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2331 W ENTRADA TRAIL 51 | AddressLine1 |
| City | ST GEORGE | City |
| State | UT | State |
| ZIP Code | 84770 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4356521333 | RecipientPhoneNumber |
| Form And Info And Materials | INFORMATION SHOULD BE PRESENTED IN A ONE PAGE LETTER. INFORMATION SHOULD INCLUDE AN EXPLANATION OF HOW CONTRIBUTIONS WILL BE USED AND PROOF OF TAX EXEMPT STATUS OF ORGANIZATION REQUESTING FUNDS. | FormAndInfoAndMaterials |
| Submission Deadlines | THERE ARE NO SPECIFIC TIMEFRAMES FOR SUBMISSION OF REQUESTS. REQUESTS WILL BE CONSIDERED WHEN RECEIV | SubmissionDeadlines |
| Restrictions On Awards | NONE UNLESS SPECIFIED AT TIME A CONTRIBUTION IS MADE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASTLE ON THE HILL ASSOCIATION | |||||||
| PO BOX 1776 | SIOUX CITY | IA | 51102 | NONE | PUBLIC | UNRESTRICTED | $125 |
| CENTER FOR THE ARTS | |||||||
| PO BOX 1819 | CRESTED BUTTE | CO | 81220 | NONE | PUBLIC | UNRESTRICTED | $500 |
| COLUMBIA CENTER FOR THE ARTS | |||||||
| 215 CASCADE AVENUE | HOOD RIVER | OR | 97031 | NONE | PUBLIC | UNRESTRICTED | $200 |
| COMMUNITY ACTION AGENCY OF SIOUXLAND | |||||||
| 2700 LEECH AVENUE | SIOUX CITY | IA | 51106 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| CRESTED BUTTE CENTER FOR THE ARTS | |||||||
| 606 6TH STREET | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $500 |
| CRESTED BUTTE ROTARY CLUB | |||||||
| PO BOX 422 | CRESTED BUTTE | CO | 81220 | NONE | PUBLIC | UNRESTRICTED | $100 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| PO BOX 600610 | DALLAS | TX | 75360 | NONE | PUBLIC | UNRESTRICTED | $100 |
| GOODWILL INDUSTRIES | |||||||
| 3100 W 4TH STREET | SIOUX CITY | IA | 51103 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| IOWA NATIONAL HERITAGE | |||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC | UNRESTRICTED | $500 |
| MAYO CLINIC | |||||||
| PO BOX 450 | ALBERT LEA | MN | 56007 | NONE | PUBLIC | UNRESTRICTED | $500 |
| MORNINGSIDE COLLEGE | |||||||
| 1501 MORNINGSIDE AVENUE | SIOUX CITY | IA | 51106 | NONE | PUBLIC | UNRESTRICTED | $500 |
| ORPHANED & INJURED WILDLIFE | |||||||
| 3012 CENTER LAKE DR | SPIRIT LAKE | IA | 51360 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PAWS | |||||||
| PO BOX 531 | CRESTED BUTTE | CO | 81224 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | NONE | PUBLIC | UNRESTRICTED | $200 |
| SIOUX CITY PUBLIC MUSEUM | |||||||
| 607 4TH STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $100 |
| SIOUX CITY PUBLIC LIBRARY FOUNDATION | |||||||
| 529 PIERCE STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $100 |
| SIOUXLAND HERITAGE FOUNDATION | |||||||
| 2901 JACKSON STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $20,068 |
| ST JOSEPH INDIAN SCHOOL | |||||||
| 1301 N MAIN STREET | CHAMBERLAIN | SD | 57325 | NONE | PUBLIC | UNRESTRICTED | $100 |
| VETERANS OF FOREIGN WARS | |||||||
| 2126 COURT STREET | SIOUX CITY | IA | 51104 | NONE | PUBLIC | UNRESTRICTED | $60 |
| SIOUX CITY ART CENTER | |||||||
| 225 NEBRASKA STREET | SIOUX CITY | IA | 51101 | NONE | PUBLIC | UNRESTRICTED | $325 |
| DEPARTMENT OF VETERANS AFFAIRS | |||||||
| 810 VERMONT AVENUE NORTHWEST | WASHINGTON | DC | 20420 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE PRINCIPIA | |||||||
| 13201 CLAYTON ROAD | ST LOUIS | MO | 63131 | NONE | PUBLIC | UNRESTRICTED | $400 |
| IVINS ANIMAL SHELTER | |||||||
| 1129 S BLUFF STREET | ST GEORGE | UT | 84738 | NONE | PUBLIC | UNRESTRICTED | $100 |
| OMAHA HOME FOR BOYS | |||||||
| 4343 NORTH 52ND STREET | OMAHA | NE | 68104 | NONE | PUBLIC | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35078 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,062 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $24,665 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $39,727 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 39727 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $745 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 745 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (13 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BLACKROCK HIGH YIELD BD FD | 12204 | 12040 |
| DREYFUS/STANDISH GLOBAL FIXED INC FD | 8111 | 8030 |
| GEN ELEC CAP CORP 4.8% | 20176 | 20938 |
| GOLDMAN SACHS EMERGING MKT DBT FD-1 | 3533 | 3734 |
| GOLDMAN SACHS GROUP 5.5% 11/15/14 | 20050 | 20605 |
| HSBC FIN CORP 5.0% | 24453 | 25385 |
| HSBC FIN CORP 5.25% | 24864 | 25512 |
| LOOMIS SAYLES GLOBAL BD FD | 0 | 0 |
| PIMCO FOREIGN BOND FUND | 8131 | 8272 |
| PIMCO TOTAL RETURN FUND INST | 10998 | 11008 |
| TEMPLETON GLOBAL BOND FD-AD | 0 | 0 |
| VANGUARD TOTAL BOND MKT INDEX FD-SIG | 10998 | 11489 |
| WACHOVIA CORP GLOBAL 5.7% 8/01/13 | 20430 | 21237 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALLIANZ NFJ DIVIDEND VAL FD-INS | 7570 | 7657 |
| AMANA GROWTH FD | 9544 | 11726 |
| AMERICAN BEACON LARGE CAP VALUE FD | 14753 | 18526 |
| ARTISAN INTL FUND | 0 | 0 |
| COLUMBIA ACORN INTL FD CL Z | 14922 | 12621 |
| COLUMBIA ACORN TR FD CL Z | 1243 | 2052 |
| DELAWARE EMERGING MKTS FD-I | 5978 | 4712 |
| E I I INTL PROPERTY FD-1 | 2015 | 1852 |
| EATON VANCE EMERGING MKTS LOC-I | 7008 | 6409 |
| FIDELITY ADV DIVERSIFIED INTL FD #734 | 0 | 0 |
| FIDELITY ADVISOR EMERGING MKTS FD-I | 0 | 0 |
| FIRST AMERN REAL ESTATE SECS FD-Y | 0 | 0 |
| G S COMMODITY STRATEGY FD INSTL | 2297 | 2243 |
| GOLDMAN SACHS LRG CAP VAL FD-I | 10241 | 13023 |
| MERCK INC. STK. | 126129 | 74910 |
| MORGAN STANLEY INSTL FD INC-US RE-P | 1443 | 1456 |
| OAKMARK INTL FD #109 | 7833 | 6405 |
| OPPENHEIMER SR FLOATING RATE-Y | 5153 | 4938 |
| PIMCO COMMODITY REAL RETURN STRAT FD | 992 | 854 |
| PIMCO EMERGING LOCAL BD-IS | 5772 | 5567 |
| T ROWE PRICE GROWTH STK FD INC | 16014 | 23645 |
| TEMPLETON FOREIGN EQUITY SERIES | 24252 | 17159 |
| VANGUARD MID CAP INDEX SIGNAL FD | 9251 | 16254 |
| WESTPORT FDS-CI I | 5832 | 9584 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 16244 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 16359 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST BOOK VALUE OF STOCK GIFT TO FMV | Description |
| Amount | $9,292 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST FEES | Category |
| Amount | $2,706 | Amount |
| Net Investment Income | 2706 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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