TED AND ROWENA CROSBIE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TED AND ROWENA CROSBIE FOUNDATION (EIN 81-4726692)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-20
- IRS object ID
- 202431419349101308
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T16:46:17-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421104473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHCS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 W LAKES PKWY STE 300 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814726692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED & ROWENA CROSBIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TED& | BusinessNameControlTxt |
| Phone | 5159719077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE CT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROWENA CROSBIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5159719077 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROWENA | PersonFirstNm |
| Person Last | CROSBIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARSON MESSENGER CPA | PreparerPersonNm |
| PTIN | P01887999 | PTIN |
| Phone | 5152883279 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,646,734 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $151,135 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $394,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,724 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $269,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,513 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,542 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $600 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $173,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,826 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $956,449 | CorporateStockBOYAmt |
| Corporate Stock EOY | $771,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,240,136 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $105,986 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $311,158 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $291,772 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,103,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,197,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,646,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,103,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,197,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,103,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,197,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,103,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,197,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,103,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $173,506 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,276,981 | SubtotalAmt |
| Other Decreases | $79,270 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,197,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB ST | P | 2023-01-01 | 2023-12-31 | $52,485 | $52,397 | $88 | $88 |
| SCHWAB LT | P | 2022-01-01 | 2023-12-31 | $341,833 | $261,206 | $80,627 | $80,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,724 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,424 | SubtotalAmt |
| Tax Based On Investment Income | $1,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $255 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,650 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,905 | TotalPaymentsAndCreditsAmt |
| Overpayment | $481 | OverpaymentAmt |
| Applied To ES Tax | $481 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROWENA CROSBIE | IndividualWithBooksNm |
| Phone | 5159719077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE CT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROWENA CROSBIE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE CT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,424,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,502,920 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,502,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,480,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,424 | TotalTaxAmt |
| Distributable Before Adj | $72,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,595 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $30,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $72,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,005 | RemainingDistriFromCorpusAmt |
| Total Corpus | $54,066 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $54,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $30,053 | ExcessFromYear2Amt |
| Excess From Year1 | $17,008 | ExcessFromYear1Amt |
| Excess From Current Year | $7,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROWENA CROSBIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WORLD FOOD PRIZE FOUNDATION | ||||||||
| 100 LOCUST STREET | DES MOINES | IA | 50309 | 501C3 | EDUCATION | $30,000 | ||
| CHRYSALIS FOUNDATION | ||||||||
| 1248 8TH STREET SUITE 101 | WEST DES MOINES | IA | 50265 | 501C3 | SUPPORT | $5,000 | ||
| VARIETY - THE CHILDREN'S CHARITY OF | ||||||||
| 505 5TH AVENUE SUITE 310 | DES MOINES | IA | 50309 | 501C3 | SUPPORT | $10,000 | IOWA | |
| GIRL SCOUTS OF GREATER IOWA | ||||||||
| 10715 HICKMAN ROAD | URBANDALE | IA | 503223733 | 501C3 | EDUCATION | $1,000 | ||
| PUPPY JAKE FOUNDATION | ||||||||
| 3101 104TH STREET 2 | URBANDALE | IA | 50322 | 501C3 | SUPPORT | $1,000 | ||
| CIVIC MUSIC ASSOCIATION | ||||||||
| 900 KEOSAUQUA WAY STE 113 | DES MOINES | IA | 50309 | 501C3 | SUPPORT | $1,000 | ||
| GOLF CHARITABLE FOUND OF GREATER DM | ||||||||
| PO BOX 93905 | DES MOINES | IA | 50393 | 501C3 | SUPPORT | $10,000 | ||
| GRAND VIEW UNIVERSITY | ||||||||
| 1200 GRANDVIEW AVENUE | DES MOINES | IA | 50316 | 501C3 | EDUCATION | $5,000 | ||
| ROTARY CLUB OF DES MOINES AM FOUND | ||||||||
| 32409 WILDWOOD DRIVE | ADEL | IA | 50003 | 501C3 | SUPPORT | $4,700 | ||
| NORTH HILLS HUNT INC | ||||||||
| 12335 GOLD ST | OMAHA | NE | 681442760 | 501C3 | SUPPORT | $3,000 | ||
| LOVE FOR RED INC | ||||||||
| 7868 BEECHTREE LN | WEST DES MOINES | IA | 50266 | 501C3 | SUPPORT | $1,000 | ||
| SPREAD YOUR WINGS INC | ||||||||
| 10200 NE FRISK DR | ANKENY | IA | 50021 | 501C3 | SUPPORT | $1,000 | ||
| ICON WATER TRAILS | ||||||||
| 501 SW 7TH STREET SUITE G | DES MOINES | IA | 50309 | 501C3 | SUPPORT | $5,000 | ||
| DES MOINES PARK & RECREATION FOUND | ||||||||
| 1551 E MARTIN LUTHER | DES MOINES | IA | 50317 | 501C3 | SUPPORT | $1,000 | FRIENDS OF DES MOINES PARKS | KING PARKWAY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,724 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,513 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROWENA CROSBIE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE COURT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $151,135 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 213 ISHARES CORE S&P 500 ETF | $100,983 | 2023-12-21 |
| 1 | 106 ISHARES CORE S&P 500 ETF | $50,152 | 2023-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $311,158 | EOYBookValueAmt |
| EOYFMV | $291,772 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $771,727 | EOYBookValueAmt |
| EOYFMV | $1,240,136 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO FMV ADJUSTMENT AT TIME OF STOCK DONATION | Desc |
| Amt | $79,270 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $14,532 | $14,532 |
| OTHER PROFESSIONAL FEES | $10 | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $600 | $600 |
| EXCISE TAXES | $500 |
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