DANIEL J & ANN L KRUMM CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & ANN L KRUMM CHARITABLE TRUST (EIN 42-1308651)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-06
- IRS object ID
- 202300969349101105
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-06T14:14:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431305800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 UNIVERSITY AVE SUITE 410 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421308651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J & ANN L KRUMM CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 5152456210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2369 210TH STREET | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KRUMM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152456210 | PhoneNum |
| Signature | 2023-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | KRUMM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WOIWOOD | PreparerPersonNm |
| PTIN | P01518443 | PTIN |
| Phone | 5152225680 | PhoneNum |
| Preparation | 2023-04-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,542,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,358 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,358 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,842,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,403 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,403 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,731 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,094 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,007 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $276,488 | CashBOYAmt |
| Cash EOY | $313,977 | CashEOYAmt |
| Cash EOYFMV | $313,977 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,670,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,957,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,061,771 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,807,452 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,226,852 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,166,694 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,754,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,498,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,542,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,121,465 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,121,465 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $632,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $377,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,754,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,498,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,754,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,498,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,754,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,498,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,498,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 00146 | P | $39,145 | $45,373 | -$6,228 | -$6,228 |
| UBS 16173 | P | $2,318,032 | $2,432,642 | -$114,610 | -$114,610 |
| UBS 16173 | P | $1,830,735 | $1,850,722 | -$19,987 | -$19,987 |
| UBS 16204 | P | $123,212 | $131,482 | -$8,270 | -$8,270 |
| UBS 16204 | P | $501,922 | $441,753 | $60,169 | $60,169 |
| CAPITAL GAINS DIVIDENDS | P | $29,744 | $29,744 | $29,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $6,717 | OverpaymentAmt |
| Applied To ES Tax | $6,717 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | UBS FINANCIAL SERVICES INC | IndividualWithBooksNm |
| Phone | 5152220585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5465 MILLS CIVIC PARKWAY SUITE 301 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502665321 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY J KRUMM | ||||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J KRUMM | ||||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,765,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,044,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,044,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,968,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $876 | TotalTaxAmt |
| Distributable Before Adj | $247,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $258,207 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $258,207 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $247,459 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY J KRUMM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882220814 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 FEATHERS DEVELOPMENT | |||||||
| 2369 210TH STREET | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $5,000 |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | |||||||
| 501 12TH AVENUE SUITE 102 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING | $2,725 |
| DES MOINES METRO OPERA | |||||||
| 106 WEST BOSTON AVENUE | INDIANOLA | IA | 501251836 | NONE | PC | GENERAL OPERATING | $67,000 |
| EMPOWER TANZANIA | |||||||
| 5414 CERVANTES DRIVE | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $5,000 |
| EVANGELICAL CHURCH IN AMERICA | |||||||
| 8765 WEST HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PC | GENERAL OPERATING | $10,000 |
| IOWA COLLEGE FUND | |||||||
| 505 5TH AVENUE SUITE 1034 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $2,000 |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 5TH AVENUE SUITE 444 | DES MOINES | IA | 503092321 | NONE | PC | GENERAL OPERATING | $16,000 |
| IOWA PBS FOUNDATION | |||||||
| PO BOX 6400 | JOHNSTON | IA | 50131 | NONE | PC | GENERAL OPERATING | $31,250 |
| KRUMM FAMILY FOUNDATION | |||||||
| 2369 210TH STREET | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $49,025 |
| OGLALA SIOUX TRIBE PARTNERS | |||||||
| PO BOX 3001 | PINE RIDGE | SD | 57770 | NONE | PC | GENERAL OPERATING | $5,000 |
| STRENGTHEN GROW EVOLVE | |||||||
| 221 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING | $5,000 |
| TROUT UNLIMITED | |||||||
| PO BOX 7400 | WOOLLY BUGGER | WV | 254387400 | NONE | PC | GENERAL OPERATING | $2,500 |
| TURNEFFE ATOLL TRUST | |||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | NONE | PC | GENERAL OPERATING | $2,500 |
| UNITED WAY OF JOHNSON & WASHINGTON COUNTIES | |||||||
| 1150 5TH STREET SUITE 290 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING | $31,000 |
| SHELTER HOUSE | |||||||
| 429 SOUTHGATE AVE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING | $1,000 |
| MERCY IOWA CITY FOUNDATION | |||||||
| 500 E MARKET ST | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING | $1,000 |
| IOWA CITY COMMUNITY SCHOOL DISTRICT | |||||||
| 1725 NORTH DODGE ST | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING | $1,000 |
| ST OLAF COLLEGE | |||||||
| 1520 ST OLAF AVE | NORTHFIELD | MN | 55057 | NONE | PC | GENERAL OPERATING | $1,000 |
| IOWA LAW SCHOOL FOUNDATION | |||||||
| 280 BOYD LAW BUILDING | IOWA CITY | IA | 52242 | NONE | PC | GENERAL OPERATING | $1,000 |
| IOWA LEGAL AID | |||||||
| 666 WALNUT ST FLOOR 25 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING | $13,300 |
| ZION LUTHERAN CHURCH | |||||||
| 310 N JOHNSON ST | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,358 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,970 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $26,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,549 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,549 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - 16173 | BondNm |
| EOY Book Value | $1,226,852 | EOYBookValueAmt |
| EOYFMV | $1,166,694 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - 16173 | $1,729,258 | $1,822,501 |
| UBS - 16204 | $362,010 | $362,010 |
| UBS - 00145 | $574,839 | $655,978 |
| UBS - 00146 | $291,597 | $221,282 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,884 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,884 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBS 16173 - NONDIVIDEND DISTRIBUTIONS | $4,275 | $4,275 | $4,275 |
| UBS 00145 - NONDIVIDEND DISTRIBUTIONS | $22,102 | $22,102 | $22,102 |
| UBS 00146 - NONDIVIDEND DISTRIBUTIONS | $26 | $26 | $26 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $26,746 | Amt |
| Net Investment Income | $26,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PY TAXES PAID | $2,494 | $2,494 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $7,600 | $7,600 | $0 |