JKF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JKF FOUNDATION (EIN 83-2903105)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349104593
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:33:04-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421163315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bradley & Riley PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2007 First Avenue SE | AddressLine1Txt |
| City | Cedar Rapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52406 | 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 | 832903105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JKF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JKFF | BusinessNameControlTxt |
| Phone | 3197215486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4438 BUCKINGHAM LANE | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52245 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY K FLECK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY K | PersonFirstNm |
| Person Last | FLECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Andrew J Seyfer | PreparerPersonNm |
| PTIN | P01721745 | PTIN |
| Phone | 3193630101 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,049,143 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,016 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,016 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,829 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,829 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $748,627 | GrossSalesPriceAmt |
| Total Rev And Expnss | $126,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,845 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,845 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $835 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $835 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,182 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $519 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,845 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,665 | CashBOYAmt |
| Cash EOY | $4,937 | CashEOYAmt |
| Cash EOYFMV | $4,937 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $854,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,891 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments EOY | $750,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $740,315 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $911,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,059,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,049,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $911,444 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,059,310 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $911,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,059,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $911,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,059,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $911,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,294 | OtherIncreasesAmt |
| Subtotal | $1,059,310 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,059,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY | P | 2022-01-01 | 2022-06-30 | $99,729 | $116,205 | -$16,476 | -$16,476 |
| WELLS FARGO & COMPANY | P | 2019-01-01 | 2022-12-31 | $647,176 | $669,784 | -$22,608 | -$22,608 |
| Capital Gain Dividends | $1,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,362 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,476 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88 | SubtotalAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $88 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | 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 | JEFFREY K FLECK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3197215486 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4438 BUCKINGHAM LANE | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52245 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY K FLECK | ||||||
| 4438 BUCKINGHAM LANE | IOWA CITY | IA | 52245 | President | 1.00 | $0 |
| LU ANN FLECK | ||||||
| 4438 BUCKINGHAM LANE | IOWA CITY | IA | 52245 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $740,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $904,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $904,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $890,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $44,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $58,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,375 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $171,486 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $171,486 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $58,400 | ExcessFromYear3Amt |
| Excess From Year2 | $52,650 | ExcessFromYear2Amt |
| Excess From Year1 | $54,500 | ExcessFromYear1Amt |
| Excess From Current Year | $5,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPECIAL OLYMPICS IOWA | |||||||
| 551 SE DOVETAIL ROAD | GRIMES | IA | 50111 | NA | PUBLIC | GENERAL PURPOSES | $2,000 |
| MT MERCY UNIVERSITY | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NA | PUBLIC | GENERAL PURPOSES | $6,375 |
| SHELTER HOUSE IOWA CITY | |||||||
| PO BOX 3146 | IOWA CITY | IA | 52244 | NA | PUBLIC | GENERAL PURPOSES | $4,000 |
| WILLIS DADY HOMELESS SERVICES | |||||||
| 1247 4TH AVE SE | CEDAR RAPIDS | IA | 52403 | NA | PUBLIC | GENERAL PURPOSES | $4,000 |
| NUEVA GENERACION | |||||||
| 2663 LENNOXVILLE RD | BEAUFORT | NC | 28516 | NA | PUBLIC | GENERAL PURPOSES | $10,000 |
| PIMA MNTHLY MTG RELIGIOUS SOCIETY FRNDS | |||||||
| 931 N 5TH AVE | TUCSON | AZ | 85705 | NA | PUBLIC | GENERAL PURPOSES | $2,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | NA | PUBLIC | GENERAL PURPOSES | $3,000 |
| OPEN HEARTLAND | |||||||
| HIGHWAY 6 | IOWA CITY | IA | 52240 | NA | PUBLIC | GENERAL PURPOSES | $5,000 |
| BOYS GIRLS CLUB | |||||||
| 420 6TH ST SE | CEDAR RAPIDS | IA | 52401 | NA | PUBLIC | GENERAL PURPOSES | $2,000 |
| EL KAHIR AUXILIARY | |||||||
| 190 RIDGEWOOD DRIVE | HIAWATHA | IA | 52233 | NA | PUBLIC | GENERAL PURPOSES | $3,000 |
| CRITTER CRUSADERS OF CEDAR RAPIDS | |||||||
| PO BOX 10111 | CEDAR RAPIDS | IA | 52410 | NA | PUBLIC | GENERAL PURPOSES | $2,000 |
| REGINA FOUNDATION | |||||||
| 2140 ROCHESTER AVE | IOWA CITY | IA | 52245 | NA | PUBLIC | GENERAL PURPOSES | $2,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NA | PC | GENERAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,375 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,016 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$23,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,517 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JEFFREY K FLECK | ||||||
| 1 | 4438 BUCKINGHAM LANE | IOWA CITY | IA | 52245 | $75,000 | Yes (X) |
| LU ANN FLECK | ||||||
| 2 | 4438 BUCKINGHAM LANE | IOWA CITY | IA | 52245 | $75,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $750,482 | BookValueAmt |
| EOYFMV | $740,315 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRADLEY & RILEY PC | CategoryTxt |
| Legal Fees | $835 | LegalFeesAmt |
| Net Investment Income | $835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO ADVISORS | CategoryTxt |
| Amt | $6,182 | Amt |
| Net Investment Income | $6,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIOR YEAR TAX BALANCE | CategoryTxt |
| Amt | $519 | Amt |
| Net Investment Income | $519 | NetInvestmentIncomeAmt |
Comments