-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE TOM AND FRANCES LEACH FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
1720 BURNT BOAT DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BISMARCK
,
ND
58503
A Employer identification number
45-6012703
B
Telephone number (see instructions)
(701) 255-0479
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
23,861,790
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
15
15
15
4
Dividends and interest from securities
...
495,758
495,758
495,758
5a
Gross rents
............
136,652
136,652
136,652
b
Net rental income or (loss)
121,658
6a
Net gain or (loss) from sale of assets not on line 10
650,379
b
Gross sales price for all assets on line 6a
9,849,633
7
Capital gain net income (from Part IV, line 2)
...
651,637
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
998,650
788,539
998,650
12
Total.
Add lines 1 through 11
........
2,281,454
2,072,601
1,631,075
13
Compensation of officers, directors, trustees, etc.
33,000
6,600
26,400
14
Other employee salaries and wages
......
33,558
6,712
26,846
15
Pension plans, employee benefits
.......
1,007
201
806
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
8,720
1,744
6,976
c
Other professional fees (attach schedule)
....
192,330
192,330
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
23,912
7,130
2,053
19
Depreciation (attach schedule) and depletion
...
918
20
Occupancy
..............
15,720
3,144
12,576
21
Travel, conferences, and meetings
.......
22,718
4,840
17,878
22
Printing and publications
..........
11,587
2,318
9,269
23
Other expenses (attach schedule)
.......
20,649
16,030
4,618
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
364,119
241,049
107,422
25
Contributions, gifts, grants paid
.......
1,303,000
1,303,000
26
Total expenses and disbursements.
Add lines 24 and 25
1,667,119
241,049
1,410,422
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
614,335
b
Net investment income
(if negative, enter -0-)
1,831,552
c
Adjusted net income
(if negative, enter -0-)
...
1,631,075
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
41,111
12,963
12,963
2
Savings and temporary cash investments
.........
878,748
137,641
137,640
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
12,720,746
13,025,087
16,590,163
c
Investments—corporate bonds (attach schedule)
.......
4,202,121
5,033,698
5,129,299
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,179,008
1,427,588
1,989,025
14
Land, buildings, and equipment: basis
18,784
Less: accumulated depreciation (attach schedule)
16,839
2,863
1,945
2,600
15
Other assets (describe
)
100
100
100
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
19,024,697
19,639,022
23,861,790
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
1,018
1,008
23
Total liabilities
(add lines 17 through 22)
.........
1,018
1,008
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
19,023,679
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
19,023,679
19,638,014
30
Total liabilities and net assets/fund balances
(see instructions)
.
19,024,697
19,639,022
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
19,023,679
2
Enter amount from Part I, line 27a
.....................
2
614,335
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
19,638,014
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
19,638,014
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
US BANK CAPITAL GAINS
P
2018-01-01
2019-12-31
b
US BANK #35193190
P
2019-01-01
2019-12-31
c
US BANK #35193190
P
2016-01-01
2019-12-31
d
US BANK #15001923630
P
2019-01-01
2019-12-31
e
US BANK #15001923630
P
2016-01-01
2019-12-31
IDR K-1 NET LONG-TERM
P
2016-01-01
2019-12-31
Wash Sale
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
16,729
16,729
b
1,974,474
2,103,982
-129,508
c
7,254,796
6,589,063
665,733
d
14,259
15,593
-1,334
e
589,375
487,263
102,112
3,353
-3,353
1,258
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
16,729
b
-129,508
c
665,733
d
-1,334
e
102,112
-3,353
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
651,637
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
-129,584
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,290,008
21,896,382
0.05891
2017
1,073,212
19,588,507
0.05479
2016
882,321
18,914,677
0.04665
2015
821,568
19,328,153
0.04251
2014
873,149
19,917,270
0.04384
2
Total
of line 1, column (d)
.....................
2
0.246694
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.049339
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
22,916,217
5
Multiply line 4 by line 3
......................
5
1,130,663
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
18,316
7
Add lines 5 and 6
........................
7
1,148,979
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,410,422
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
18,316
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
18,316
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
18,316
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
14,496
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
14,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
28,496
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
70
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
10,110
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
10,110
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
ND
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.LEACHFOUNDATION.ORG
14
The books are in care of
TAMI HELMERS
Telephone no.
(701) 255-0479
Located at
1720 BURNT BOAT ROAD
BISMARCK
ND
ZIP+4
58501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
WILLIAM L DANIEL
President
3.00
5,000
304 E ROSSER AVE SUITE 200
BISMARCK
,
ND
58501
BRIAN R BJELLA
Director
3.00
4,500
1050 BOYLAN
BOZEMAN
,
MT
59715
TODD STEINWAND
Vice President
3.00
5,000
PO BOX 5509
BISMARCK
,
ND
58506
DON CLEMENT
Director
2.00
4,500
1526 GALLEON PL
BISMARCK
,
ND
58504
JOHN T ROSWICK
Secretary
2.00
5,000
PO BOX 761
BISMARCK
,
ND
58502
PAUL SCHLEISMAN
Director
2.00
4,500
12600 MARION LANE WEST 103
MINNETONKA
,
MN
55305
DAVID L GOODIN
Director
2.00
4,500
1200 W CENTURY AVE
BISMARCK
,
ND
58506
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
US BANK NATIONAL ASSN TRUSTEE
INVESTMENT ADVISOR
143,280
800 NICOLLET MALL
MINNEAPOLIS
,
MN
55402
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
22,430,131
b
Average of monthly cash balances
.......................
1b
54,569
c
Fair market value of all other assets (see instructions)
................
1c
780,495
d
Total
(add lines 1a, b, and c)
.........................
1d
23,265,195
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
23,265,195
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
348,978
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
22,916,217
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,145,811
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,145,811
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
18,316
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
18,316
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,127,495
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,127,495
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,127,495
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,410,422
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,410,422
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
18,316
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,392,106
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,127,495
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
130,247
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,410,422
a
Applied to 2018, but not more than line 2a
130,247
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,127,495
e
Remaining amount distributed out of corpus
152,680
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
152,680
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
152,680
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
152,680
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE TOM AND FRANCES LEACH FOUNDATIO
1720 BURNT BOAT DRIVE STE 206
BISMARCK
,
ND
58501
(701) 255-0479
b
The form in which applications should be submitted and information and materials they should include:
APPLICANTS SUBMIT LETTER PROPOSALS INDICATING FUND UTILIZATION IF GRANTED. THE LEACH FOUNDATION PROVIDES GRANT APPLICATION FORMS PRESCRIBED BY THE IRS.
c
Any submission deadlines:
JUNE 30
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GIVEN ONLY TO ORGANIZATIONS WITH 501(C)(3) STATUS. PREFERENCE IS GIVEN TO ORGANIZATIONS IN THE UPPER MIDWEST.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ABUSED ADULT RESOURCE CENTER
PO BOX 5003
BISMARCK
,
ND
58501
NONE
PC
OPERATIONAL COSTS OF 2 SHELTERS AND PAYROLL FOR PROFESSIONAL STAFF TO SUPPORT WOMEN/FAMILIES OF DOMESTIC VIOLENCE/SEXUAL ASSAULT/
20,000
BISMARCK-MANDAN MENTOR SQUAD
600 SOUTH 2ND STREET SUITE 8
BISMARCK
,
ND
58504
NONE
PC
MENTOR MATCH PROGRAM WILL PLACE CHILDREN AT-RISK FROM SINGLE PARENT HOMES WITH SCREENED CARING ADULT VOLUNTEERS. VOLUNTEERS ARE PROFESSIONALLY- SUPPORTED ROLE MODELS FOR 50 CHILDREN AT-RISK. ALSO SUPPORT SCHOOL-BASED PROGRAMS IN COOPERATION WITH AFTER-SCHOOL PROGRAMS.
5,000
BISMARCK-MANDAN CIVIC CHORUS
PO BOX 2566
BISMARCK
,
ND
58502
NONE
PC
UNDERWITE SALARY OF DIRECTOR FOR THREE SEASONAL PERFORMANCES.
3,500
BISMARCK-MANDAN ORCHESTRAL ASSOCIAT
PO BOX 2031
BISMARCK
,
ND
58502
NONE
PC
SUPPORT THE 2019-2020 SEASON WHICH INCLUDES SIX SUBSCRIPTION CONCERTS, 2 HOLIDAY PERFORMANCES, AND THE YOUNG ARTIST COMPETITION WINNERS.
10,000
BISMARCK ART GALLERIES ASSOCIATION
422 EAST FRONT AVENUE
BISMARCK
,
ND
58504
NONE
PC
SPONSORSHIP OF EXHIBITS, PROFESSIONAL ART WORKSHOPS, AND STUDENT EXHIBITS FOR BISMARCK-MANDAN AND RURAL PUBLIC AND PRIVATE SCHOOLS.
4,000
BISMARCK MEALS ON WHEELS INC
PO BOX 2132
BISMARCK
,
ND
58502
NONE
PC
FUNDS COVER A PART-COORDINATOR AND UNDERWRITE THE SUBSIDIES OF MEALS. THEY SERVE ANYONE IN NEED. PROVIDE MEALS 5 DAYS A WEEK FOR ELDERLY OR HANDICAPPED PERSONS.
10,000
BISMARCK STATE COLLEGE FOUNDATION
PO BOX 5587
BISMARCK
,
ND
58502
NONE
PC
TOM AND FRANCES LEACH MEMORIAL MUSIC SCHOLARSHIP AWARDED FOR OUTSTANDING STUDENT PARTICIPATION, PERFORMANCE, AND DEVELOPMENT OF MUSIC EDUCATION.
5,000
BOY SCOUTS OF AMERICA NORTHERN LIGH
3320 HAMILTON ST 1
BISMARCK
,
ND
58501
NONE
PC
BISMARCK COUNCIL SERVICE CENTER SERVES NEEDS OF LOCAL SCOUT PROGRAMS IN BISMARCK - MANDAN AND SURROUNDING AREA.
7,500
CENTRAL DAKOTA CHILDREN'S CHOIR
1810 SCHAFER ST STE 4
BISMARCK
,
ND
58501
NONE
PC
ELEMENTARY CONCERT SERIES FOR 2ND & 3RD GRADE STUDENTS IN BURLEIGH & MORTON COUNTIES. SUPPORT COST OF NEW OFFICE/REHEARSAL SPACE.
2,500
CENTRAL DAKOTA HUMANE SOCIETY
2090 37TH ST N
MANDAN
,
ND
58554
NONE
PC
SUPPORT ONGOING FACILITY UPGRADES, SPECIFICALLY PARKING LOT AND SEPTIC SYSTEM IMPROVEMENTS.
6,800
CHARLES HALL FOUNDATION
PO BOX 1995
BISMARCK
,
ND
58502
NONE
PC
SUPPORT UPGRADE OF COMPUTERS AND TECHNOLOGY.
25,000
DAKOTA STAGE LIMITED
412 E MAIN ST
BISMARCK
,
ND
58501
NONE
PC
SUPPORT PROJECT TO ENGAGE STUDENTS IN THE ARTISTIC PROCESS. DESIGNED TO SERVE THE UNDERSERVED, UNDERFUNDED, AND LOWER PERFORMING SCHOOLS IN THE BISMARC/MANDAN AREA AND WILL ALSO SERVE FAMILIES WHO LACK THE FINANCIAL MEANS TO PARTICIPATE IN OTHER ARTISTIC PROGRAMS.
4,200
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 961
BISMARCK
,
ND
58502
NONE
PC
MINISTRY WORK AND CAMP SCHOLARSHIPS FOR ND FCA CAMPERS. INCLUDES TRAINING FOR COACHES WHO ARE SPIRITUAL GUIDES AND ROLE MODELS FOR YOUNG ATHLETES.
10,000
GATEWAY TO SCIENCE CENTER INC
1810 SCHAFER ST STE 1
BISMARCK
,
ND
58501
NONE
PC
WORK MENTORSHIP PROGRAM - CENTER PROVIDES HANDS-ON SCIENCE EDUCATION PRESENTED TO PUBLIC BY HIGH SCHOOL AND COLLEGE STUDENTS WHO SHARE INTERACTIVE EXHIBITS AND DISPLAYS. STUDENTS IN THE PROGRAM RECEIVE PART-TIME WORKING OPPORTUNITIES TO LEARN BASIC WORK SKILLS FROM TRAINED STAFF MEMBERS.
5,000
GIRL SCOUTSDAKOTA HORIZONS - ND
1421 S 12TH ST
BISMARCK
,
ND
58504
NONE
PC
SUPPORT EDUCATIONAL PROGRAMS FOR GIRLS BASED ON THE GIRL SCOUT CURRICULUM. PROVIDE DOLLARS TO SUPPORT THE PROJECT AND ALLOW GIRLS FROM LOW INCOME FAMILIES IN RURUAL AREAS TO PARTICIPATE.
7,500
UNIVERSITY OF JAMESTOWN
6000 COLLEGE LANE
JAMESTOWN
,
ND
58405
NONE
PC
CONTINUED SUPPORT OF EXISTING LEACH ENDOWMENT SCHOLARSHIP FUND WITH CASH AWARDS MADE ON ANNUAL BASIS FOR ARTS, HUMANITIES, OR NURSING STUDENTS.
5,000
MORTON COUNTY COUNCIL ON AGING
PO BOX 267
MANDAN
,
ND
58554
NONE
PC
SUPPORT CONGREGATE MEALS TO KEEP SENIORS IN GOOD HEALTH AND PROVIDE SOCIAL ACTIVITIES.
10,000
MISSOURI SLOPE AREAWIDE UNITED WAY
PO BOX 2111
BISMARCK
,
ND
58502
NONE
PC
SUPPORT FOR THE KIDS BACKPACK PROGRAM WHICH PROVIDES AT-RISK SCHOOL AGE YOUTH WITH FOOD FOR TIMES WHEN THEY ARE NOT AT SCHOOL. ADDITIONAL FUNDING TO PROVIDE FUNDS FOR THE DOLLY PARTON IMAGINATION LIBRARY.
10,000
ND FFA FOUNDATION INC
309 NORTH MANDAN STREET
BISMARCK
,
ND
58501
NONE
PC
FFA LEADERSHIP DEVELOPMENT CONFERENCE FOR "GREENHANDS" - A MOTIVATIONAL AND LEADERSHIP PROGRAM FOR 1ST YEAR FFA MEMBERS STRESSING LEADERSHIP - CITIZENSHIP DEVELOPMENT, GOAL SETTING, DEALING WITH PEER PRESSURE, PERSONAL VALUES, AND CAREERS.
6,000
PRIDE INDUSTRIES INC
PO BOX 4086
BISMARCK
,
ND
58502
NONE
PC
SPONSOR CELEBRATION OF TREES FUNDRAISER TO COVER SPECIAL NEEDS OR ITEMS AND EVENTS THAT ARE NOT FUNDED BY STATE FOR STRUGGLING YOUTH/ADULTS DURING THE HOLIDAYS.
3,000
SALVATION ARMY OF BISMARCK MANDAN
601 S WASHINGTON
BISMARCK
,
ND
58504
NONE
PC
GENERAL OPERATION OF THE AFTER-SCHOOL PROGRAM AT THE COMMUNITY CENTER WITH GYM ACTIVITIES, TUTORING, COMPUTER LAB AND OTHER SERVICES WHICH MAY NOT BE AVAILABLE TO PARTICIPANTS BASED ON ECONOMIC RESTRAINTS.
12,000
THEO ART SCHOOL OF BISMARCK
1810 SCHAFER ST STE 5
BISMARCK
,
ND
58501
NONE
PC
PROVIDE SCHOLARSHIPS AND FREE CLASSES AND ART SUPPLIES TO STUDENTS REGARDLESS OF AGE, DISABILITY, OR FINANCIAL STATUS.
3,000
VOLUNTEER CAREGIVER EXCHANGE
600 S 2ND ST STE 8
BISMARCK
,
ND
58504
NONE
PC
FUNDING TO SUPPORT THE HEALTH AND WELLNES OF THE ELDERLY INCLUDING TRASPORTATION TO MEDICAL APPOINTMENTS, GROCERY ASSISTANCE AND SMALL HOUSEHOLD TASKS TO ALLOW ELDERLY TO STAY IN THEIR HOMES.
10,000
YOUNG LIFE-BISMARCK
917 1/2 N 11TH STREET
BISMARCK
,
ND
58501
NONE
PC
GENERAL OPERATING BUDGET FOR YOUTH MINISTRY PROGRAMS. TRAIN STAFF AND VOLUNTEER LEADERS TO BE POSITIVE MENTORS AND ROLE MODELS.
25,000
CHILD'S HOPE LEARNING CENTER INC
2921 N 19TH STREET
BISMARCK
,
ND
58501
NONE
PC
SUPPORT TRAINING FOR STAFF. THE CENTER SERVES CHILDRENT CHILDREN 0-12 WITH MULTIPLE MENTAL OR PHYSICAL CHALLENGES, CHILDREN CONSIDERED AS AT-RISK ALONG WITH THEIR SIBLINGS.
15,000
MAKE A WISH OF NORTH DAKOTA
1102 43RD ST SW STE 3
FARGO
,
ND
58103
NONE
PC
ADOPT A WISH PROGRAM - GRANT ONE CHILD'S WISH IN ND; ORGANIZATION GRANTS WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS GIVING THEM HOPE AND JOY.
5,000
TURTLE MOUNTAIN COMMUNITY COLLEGE
PO BOX 340
BELCOURT
,
ND
58316
NONE
PC
STUDENT SCHOLARSHIP FOR STUDENTS IN NEED OF FINANCIAL ASSISTANCE.
5,000
UNIV OF ND COMMUNICATIONS
221 CENTENNIAL DRIVE STOP 7169
GRAND FORKS
,
ND
58502
NONE
GOVT
FRANCES LEACH AND BLANCHE LYNCH MEMORIAL SCHOLARSHIP - AWARDED TO STUDENTS OF MERIT STUDYING IN THE FIELD OF COMMUNICATION AT UND.
5,000
UNIVERSITY OF JAMESTOWN
6000 COLLEGE LANE
JAMESTOWN
,
ND
58405
NONE
PC
SUPPORT PURCHASE OF A CNC MACHINE FOR THE MECHANICAL ENGINEERING PROGRAM.
15,000
FARM RESCUE
PO BOX 1100
JAMESTOWN
,
ND
58402
NONE
PC
FUNDING TO OFFSET OPERATIONAL COSTS ASSOCIATED WITH VOLUNTEER WORK FORCE AS THEY ASSIST FAMILIES OUTSIDE THEIR HOME AREAS. PROVIDE PLANTING, HARVESTING, AND HAYING ASSISTANCE TO FARM FAMILIES THAT HAVE EXPERIENCED A MAJOR INJURY, ILLNESS OR NATURAL DISASTER.
5,000
SCOTTISH RITE SPEECH THERAPY CENTER
1009 BASIN AVE
BISMARCK
,
ND
58504
NONE
PC
SUPPORT FREE HEARING AND SPEECH SERVICES FOR CHILDREN IN WESTERN NORTH DAKOTA AND ALSO PROVIDES ONLINE THERAPY.
6,000
ND REGIONAL TEEN CHALLENGE
1406 2ND ST NW
MANDAN
,
ND
58554
NONE
PC
SUPPORT WORK THERAPY/VOCATIONAL TRAINING PROGRAM TO AID INDIVIDUALS RECOVERING FROM ADDICTION TO SUCCESSFULLY RE-ENTER THE WORKPLACE.
5,000
SLEEPY HOLLOW SUMMER THEATER
PO BOX 675
BISMARCK
,
ND
58502
NONE
PC
SUPPORT COVERING OF THE STAGE TO PROVIDE PROTECTION FROM THE WEATHER, OFFER PERMANENT LIGHTING AND BACKDROP OPPORTUNITIES AND SECURITY.
10,000
SPECIAL OLYMPICS ND
2616 S 26TH ST
GRAND FORKS
,
ND
58201
NONE
PC
OFFSET TRAVEL COSTS FOR THE PARTICIPANTS WHO TRAVEL TO BISMARCK-MANDAN FOR ONE OF THE STATE EVENTS.
4,000
BISMARCK-MANDAN CHAMBER FDN-BELLE M
1640 BURNT BOAT DR
BISMARCK
,
ND
58503
NONE
PC
SUPPORT FOR UPDATES TO THE BELLE MEHUS AUDITORIUM INCLUDING SOUND AND LIGHT SYSTEMS.
40,000
BISMARCK REC COUNCIL
400 EAST FRONT AVENUE
BISMARCK
,
ND
58504
NONE
PC
DEVELOPMENT OF 4 ADDITIONAL FAST PITCH SOFTBALL FIELDS IN COTTONWOOD PARK. 1ST OF 2 PMTS.
25,000
THEODORE ROOSEVELT MEDORA FDN
PO BOX 1696
BISMARCK
,
ND
58502
NONE
PC
SUPPORT MORE FREE ACTIVITIES FOR KIDS IN MEDORA WITH CONSTRUCTION OF POINT TO POINT SPLASH DECK.
75,000
MISSOURI VALLEY FAMILY YMCA
1608 N WASHINGTON ST
BISMARCK
,
ND
58501
NONE
PC
SUPPORT RENOVATIONS OF THE POOL AT THE BISMARCK YMCA FACILTY.
50,000
UNITED TRIBES TECHNICAL COLLEGE
3315 UNIVERSITY DRIVE
BISMARCK
,
ND
58504
NONE
PF
SUPPORT FOR MAKING SCHOLARSHIP PROGRAM AT THE COLLEGE.
5,000
UNIVERSITY OF MARY
7500 UNIVERSITY DRIVE
BISMARCK
,
ND
58504
NONE
PC
CONSTRUCTION OF A NEW STUDENT LIVING AREA. 5H PAYMENT ON 10 YEAR PLEDGE.
160,000
MINOT STATE UNIVERSITY DIV OF SPEC
500 UNIVERSITY AVE W
MINOT
,
ND
58701
NONE
PC
SUPPORT FRANCES V. LEACH SCHOLARSHIP FOR A STUDENT PURSUING A DEGREE IN SPECIAL EDUCATION.
2,500
INTERNATIONAL MUSIC CAMP
111 11TH AVE SW SUITE 3
MINOT
,
ND
58701
NONE
PC
FUND SCHOLARSHIPS FOR SUMMER CAMPERS AT THE INTERNATIONAL MUSIC CAMP AT THE PEACE GARDENS.
5,000
HEARTVIEW FOUNDATION
101 E BROADWAY
BISMARCK
,
ND
58503
NONE
PC
SUPPORT RENOVATION TO OFFER ADDITIONAL TREATMENT BEDS AND APARTMENTS. 1ST PLEDGE PAYMENT.
50,000
AID INC
314 W MAIN ST
MANDAN
,
ND
58554
NONE
PC
SUPPORT FOR FOOD, TRANSPORTATION, RENT, AND COUNSELING SERVICES FOR THOSE WORKING TO HELP THEMSELVES.
5,000
BURLEIGH CO COUNCIL ON AGING
315 N 20TH ST
BISMARCK
,
ND
58501
NONE
PC
SUPPORT PURCHASE OF KITCHEN APPLIANCES FOR THE ORGANIZATION WHICH PROVIDES NUTRITION AND HEALTH SERVICES, AND RECREATIONAL ACTIVITIES FOR SENIORS.
10,000
BISMARCK LIBRARY FOUNDATION INC
515 N 5TH ST
BISMARCK
,
ND
58501
NONE
PC
Children AND Teen Summer Reading Program
3,000
TRACY'S SANCTUARY HOUSE
908 N 8TH ST
BISMARCK
,
ND
58501
NONE
PC
OPERATIONAL COSTS FOR THE OUTREACH PROGRAM FOR ONE YEAR. THEY PROVIDE SERVICES TO FAMILIES IN TRAUMATIC MEDICAL SITUATIONS.
5,000
ANNE CARLSEN CENTER
701 3RD ST NW
JAMESTOWN
,
ND
58402
NONE
PC
SUPPORT UPGRADES, CONSTRUCTION AND REPURPOSING FACILITY IN JAMESTOWN. 2ND PAYMENT ON 5 YEAR PLEDGE.
150,000
GREAT PLAINS FOOD BANK
721 MEMORIAL HWY
BISMARCK
,
ND
58504
NONE
PC
SUPPORT FOR 7,500 SQ FT REGIONAL SERVICE CENTER IN BISMARCK-MANDAN TO EXPAND THE FOOD BANK IN BISMARCK. 2ND OF 5 PLEDGE PAYMENTS.
60,000
HOME ON THE RANGE
1635 I-94
SENTINEL BUTTE
,
ND
58654
NONE
PC
FUNDING FOR RENOVATION OF ONE WING OF THE BOY'S DORMITORY. HOME ON THE RANGE PROVIDES A THERAPEUTIC ENVIRONMENT FOR BOYS AND GIRLS WITH THE GOAL TO TEACH VALUABLE LIFE SKILLS TO YOUTH AND FAMILIES. 2ND OF 5 PLEDGE PAYMENTS.
60,000
MISSOURI SLOPE AREAWIDE UW EMERHOME
PO BOX 2111
BISMARCK
,
ND
58502
NONE
PC
PROVIDE FUNDING FOR AN EMERGENCY HOMELESS SHELTER IN BISMARCK-MANDAN.
100,000
SOUP CAFE
PO BOX 8
BISMARCK
,
ND
58502
NONE
PC
SUPPORT RENOVATION OF A BUILDING IN BISMARCK TO HOUSE A MEAL SERVICE FOR HOMELESS AND LOW INCOME INDIVIDUALS AND FAMILIES. 2ND PMT ON 5 YEAR PLEDGE
120,000
JUNIOR ACHIEVEMENT
PO BOX 388
BISMARCK
,
ND
58502
PC
SUPPORT JUNIOR ACHIEVEMENT PROGRAMMING AT BISMARCK-MANDAN SCHOOLS. FUNDS WILL SUPPORT 6 ADDITIONAL ELEMENTARY CLASSROOM PROGRAMS AND 1 NEW ADDITIONAL HIGH SCHOOL PROGRAM.
5,000
MINOT STATE UNIVERSITY MUSIC DIVISI
500 W UNIVERSITY AVE
MINOT
,
ND
58707
SUPPORT A MUSIC SCHOLARSHIP
2,500
CAPITAL CITY YOUNG GUNS
3109 CLAIRMONT ROAD
BISMARCK
,
ND
58503
NOE
PC
SUPPORT BUILDING NEW TRAP SHOOTING FIELDS FOR YOUTH IN THE TRAP SHOOT PROGRAM.
25,000
DUCKS UNLIMITED
ONE WATERFOWL WAY
MEMPHIS
,
TN
38120
NONE
PC
SUPPORT CREATION OF A 120-ACRE PARK IN NORTHWEST BISMARCK. 1ST PLEDGE PAYMENT.
20,000
NATIVE AMERICAN DEVELOPMENT CENTER
209 N 24TH ST STE A
BISMARCK
,
ND
58501
NONE
PC
SUPPORT "GOOD RELATIVE" MENTOR PROJECT TO PROVIDE MENTORING SERVICES TO NATIVE AMERICAN YOUTH, ADULTS, AND FAMILIES AFFECTED BY TRAUMATIC LIVED EXPERIENCES.
5,000
PATH INC
600 S 2ND ST 220
BISMARCK
,
ND
58504
NONE
PC
SUPPORT TRAINING FOR FOSTER HOMES AND MEETING NEEDS OF CHILDREN IN FOSTER CARE.
5,000
VALLEY CITY STATE UNIVERSITY
101 COLLEGE ST SW
VALLEY CITY
,
ND
58072
NONE
PC
SUPPORT SCHOLARSHIP PROGRAM FOR FRESHMAN STUDENTS
5,000
BISMARCK LIBRARY FOUNDATION
515 N 5TH ST
BISMARCK
,
ND
58501
NONE
SUPPORT PURCHASE OF A NEW BURLEIGH COUNTY BOOKMOBILE.
25,000
Total
.................................
3a
1,303,000
b
Approved for future payment
HEARTVIEW FOUNDATION
101 E BROADWAY AVE
BISMARCK
,
ND
58501
NONE
PC
5 YEAR PLEDGE OF $250,000 TO SUPPORT RENOVATION TO OFFER ADDITIONAL TREATMENT BEDS AND APARTMENTS. $200,000 BALANCE AT 12/31/19.
200,000
UNIVERSITY OF MARY
7500 UNIVERSITY DRIVE
BISMARCK
,
ND
58504
PC
CONSTRUCTION OF A NEW STUDENT LIVING AREA. PAYMENTS THRU 2024. REMAINING BALANCE ON PLEDGE IS $320,000 AT 12/31/19.
320,000
GATEWAY TO SCIENCE CENTER INC
1810 SCHAFER ST STE 1
BISMARCK
,
ND
58501
PC
5 YEAR PLEDGE TO CAPITAL CAMPAIGN FOR CONSTRUCTIN OF NEW FACILITY. $400,000 BALANCE AT 12/31/19.
400,000
MISSOURI SLOPE AREAWIDE UNITY WAY
PO BOX 2111
BISMARCK
,
ND
58502
NONE
PC
5 YEAR PLEDGE OF $500,000 SUPPORTING PURCHASE OF A PERMANENT EMERGENCY HOMELESS SHELTER "CENTER FOR OPPORTUNITY" LOCATED IN BISMARCK. BALANCE OF $400,000 AT 12/31/19.
400,000
DUCKS UNLIMITED
ONE WATERFOWL WAY
MEMPHIS
,
TN
38120
NONE
PC
$100,000 5 YEAR PLEDGE TO SUPPORT CREATION OF A 120-ACRE PARK IN NORTHWEST BISMARCK FEATURING WETLANDS, GRASSLANDS, WALKING TRAILS, MOUNTAIN BIKE TRAILS, AND EDUCATION AREAS FOR STUDENTS TO STUDY HABITAT CONSERVATION. $80,000 PLEDGE BALANCE AT 12/31/19.
80,000
Total
.................................
3b
1,400,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
15
4
Dividends and interest from securities
....
14
495,758
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
121,658
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
650,379
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
NON-TAXABLE INVEST DISTR
14
210,111
b
THOMAS W. LEACH TRUST
15
788,539
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
2,266,460
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,266,460
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description