GEORGE T & MARGARET E SHOEMAKER CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE T & MARGARET E SHOEMAKER CHARITABLE TR (EIN 42-6448073)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202511299349102916
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T14:01:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426448073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOEMAKER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOE | BusinessNameControlTxt |
| Phone | 6416832053 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6416832053 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-04-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,175,959 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $226,462 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,278 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $174 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $174 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $468,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,352 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,729 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,535 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,064 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $73,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,881 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,755 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,008,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,044,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,998,183 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,859 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,021 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,021 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,142,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,222,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,175,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,142,195 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,222,284 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,142,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,222,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,142,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,222,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,142,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,288,387 | SubtotalAmt |
| Other Decreases | $66,103 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,222,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 96.748 AMERICAN BEACON STEPHENS MID CAP GR | 2023-01-10 | 2024-04-15 | $3,501 | $2,787 | $714 | $714 | |
| 1608.533 ARTISAN HIGH INCOME FUND | 2022-09-13 | 2024-04-15 | $14,268 | $14,252 | $16 | $16 | |
| 458.415 FIDELITY INTERNATIONAL INDEX FUND | 2020-04-13 | 2024-04-15 | $22,109 | $15,682 | $6,427 | $6,427 | |
| 1061.44 FIDELITY EMERGING MARKETS INDEX FUND | 2020-01-17 | 2024-04-15 | $10,721 | $11,213 | -$492 | -$492 | |
| 278. ISHARES CORE U.S. AGGREGATE BOND ETF | 2022-09-13 | 2024-04-15 | $26,489 | $27,518 | -$1,029 | -$1,029 | |
| 39. ISHARES RUSSELL MIDCAP VALUE ETF | 2023-01-10 | 2024-04-15 | $4,662 | $4,231 | $431 | $431 | |
| 117. ISHARES RUSSELL MID CAP ETF | 2023-02-09 | 2024-04-15 | $9,399 | $8,622 | $777 | $777 | |
| 78. ISHARES RUSSELL 2000 INDEX FUND | 2022-09-13 | 2024-04-15 | $15,372 | $14,371 | $1,001 | $1,001 | |
| 176. ISHARES MSCI EAFE VALUE ETF | 2023-02-09 | 2024-04-15 | $9,403 | $8,737 | $666 | $666 | |
| 130. ISHARES CORE MSCI EAFE ETF | 2023-02-09 | 2024-04-15 | $9,371 | $8,721 | $650 | $650 | |
| 200. ISHARES CORE MSCI EMERGING MKTS ETF | 2022-09-13 | 2024-04-15 | $10,177 | $9,545 | $632 | $632 | |
| 150.37 CLEARBRIDGE INTERNATIONAL GROWTH | 2023-02-09 | 2024-04-15 | $9,428 | $8,699 | $729 | $729 | |
| 656.035 PGIM TOTAL RETURN BOND CL R6 | 2022-09-13 | 2024-04-15 | $7,636 | $7,975 | -$339 | -$339 | |
| 568. SCHWAB US REIT ETF | 2022-09-13 | 2024-04-15 | $10,807 | $12,402 | -$1,595 | -$1,595 | |
| 726.962 STONE RIDGE HY REINSUR-I | 2023-03-20 | 2024-04-15 | $6,550 | $6,274 | $276 | $276 | |
| 55.803 VANGUARD MID CAP INDEX-ADM | 2019-05-15 | 2024-04-15 | $16,393 | $11,185 | $5,208 | $5,208 | |
| 915.437 VANGUARD TOTAL STOCK MKT INDEX FD | 2016-08-05 | 2024-04-15 | $111,308 | $49,873 | $61,435 | $61,435 | |
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,771 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,278 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $649 | OverpaymentAmt |
| Applied To ES Tax | $649 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Business Name Line2 | OM-IA-1313 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152456235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 E THIRD ST | AddressLine1Txt |
| City | OTTUMWA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 525018003 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | US BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,352 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,723,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,907,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,907,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,818,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,499 | TotalTaxAmt |
| Distributable Before Adj | $288,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $256,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $249,266 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $249,266 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,284 | 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 | $281,147 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | |||||||
| ATTN LEGAL DEPARTMENT | HOFFMAN ESTATES | IL | 60192 | NONE | PC | GENERAL OPERATING | $49,853 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW 9TH FLOOR | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $49,853 |
| UNITED WAY OF WAPELLO COUNTY IOWA | |||||||
| 224 E 2ND ST STE 1 | OTTUMWA | IA | 52501 | NONE | PC | GENERAL OPERATING | $49,853 |
| FREE METHODIST CHURCH | |||||||
| PO BOX 1118 | OTTUMWA | IA | 52501 | NONE | PC | GENERAL OPERATING | $49,853 |
| GRACE FELLOWSHIP A CONGREG OF UMC | |||||||
| 13133 ANGLE RD SUITE A | OTTUMWA | IA | 52501 | NONE | PC | GENERAL OPERATING | $49,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,265 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $174 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $242,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,068 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | SHOEMAKER FAMILY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US BANK | AddressLine1Txt |
| Address Line2 | PO BOX 0634 | AddressLine2Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $226,462 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $224,219 | FairMarketValueAmt |
| Received | 2024-07-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 316146331 FIDELITY EMERGING MA | AT COST | $166,393 | $205,058 |
| 315911727 FIDELITY INTERNATION | AT COST | $282,958 | $399,909 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $191,846 | $208,253 |
| 74440B884 PGIM TOTAL RETURN BO | AT COST | $139,990 | $136,372 |
| 808524847 SCHWAB US REIT ETF | AT COST | $207,168 | $217,845 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $260,118 | $316,194 |
| 04314H568 ARTISAN HIGH INCOME | AT COST | $300,080 | $307,125 |
| 464287226 ISHARES CORE U.S. AG | AT COST | $481,859 | $471,709 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $140,745 | $167,747 |
| 524686524 CLEARBRIDGE INTERNAT | |||
| 922908645 VANGUARD MID-CAP IND | AT COST | $193,343 | $320,363 |
| 922908728 VANGUARD TOTAL STOCK | AT COST | $895,886 | $2,349,010 |
| 024524217 AMERICAN BEACON STEP | AT COST | $54,469 | $71,907 |
| 464287473 ISHARES RUSSELL MIDC | AT COST | $79,252 | $96,358 |
| 464287499 ISHARES RUSSELL MID | AT COST | $163,184 | $200,491 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $196,524 | $204,163 |
| 861728400 STONE RIDGE HY REINS | AT COST | $116,360 | $120,594 |
| 22544R305 CREDIT SUISSE COMMOD | AT COST | $6,764 | $6,343 |
| 464288414 ISHARES NATIONAL MUN | AT COST | $8,728 | $8,737 |
| 52471E258 CLEARBRIDGE INTERNAT | AT COST | $145,784 | $177,130 |
| 56063N709 MAINSTAY MACKAY TAX | AT COST | $13,057 | $12,875 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 000000000 MISCELLANEOUS ENTRY | Desc |
| BOY Book Value | $2,859 | BOYBookValueAmt |
| EOY Book Value | $3,021 | EOYBookValueAmt |
| EOYFMV | $3,021 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $2 |
| PY RETURN OF CAPITAL ADJUSTMENT | $25 |
| FMV OVER ASSETS RECEIVED | $66,076 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $174 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $174 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,220 | $1,220 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $759 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,148 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,844 | $1,844 | $0 |
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