VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202341319349103974
- 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 Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T15:00:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | 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 | 426477722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET G YOUNG CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5152452424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152452424 | PhoneNum |
| Signature | 2023-05-03 | 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 | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,603,445 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $30,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,012 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,006 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,006 | 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 | $3,356 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,356 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $405 | 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 | $33,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,362 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,002 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $904,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $923,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $851,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $899,966 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $793,507 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $693,482 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,864,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,774,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,603,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,864,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,774,717 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,864,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,774,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,864,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,774,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,864,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,145 | OtherIncreasesAmt |
| Subtotal | $1,784,278 | SubtotalAmt |
| Other Decreases | $9,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,774,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2152.153 MSIF INTERNATIONAL OPPRT-I | 2020-01-24 | 2022-05-25 | $47,240 | $57,183 | -$9,943 | -$9,943 | |
| 6511.9839 BTC BOND FUND | 2022-12-15 | $59,332 | $65,123 | -$5,791 | -$5,791 | ||
| 93.8269 BTC STOCK FUND | 2011-01-18 | 2022-12-15 | $18,807 | $20,063 | -$1,256 | -$1,256 | |
| 294.461 BTC SMALL CAP FUND | 2015-02-25 | 2022-12-15 | $4,917 | $6,004 | -$1,087 | -$1,087 | |
| CAPITAL GAIN DIVIDENDS | $2,288 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,288 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,288 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,288 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,688 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $302 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $302 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,198 | OverpaymentAmt |
| Applied To ES Tax | $304 | AppliedToESTaxAmt |
| Refund | $2,894 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,012 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,721,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,771,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,771,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,745,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $302 | TotalTaxAmt |
| Distributable Before Adj | $86,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,919 | 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 | $93,919 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,556 | 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 | $93,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,556 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,363 | 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 | $76,602 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEE VIEREGGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152452937 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF GRANT INCLUDING STATEMENT ORGANIZATION IS 501(C)(3) EXEMPT, THE AMOUNT OF THE REQUEST, AND DESCRIPTION OF PROGRAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED ANIMAL FRIENDS | ||||||||
| PO BOX 11133 | PRESCOTT | AZ | 86304 | NONE | EXEMPT | ANIMAL RESCUE | $2,944 | |
| PLANNED PARENTHOOD OF THE HEARTLAND | ||||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| INFINITY COLORADO | ||||||||
| 7000 BROADWAY SUITE 208 | DENVER | CO | 80221 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| GRIMES PUBLIC LIBRARY | ||||||||
| 200 N JAMES STREET | GRIMES | IA | 50111 | NONE | PC | PROGRAM SUPPORT | $500 | |
| 350ORG | ||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SHRIVER CENTER ON POVERTY LAW | ||||||||
| 67 E MADISON ST SUITE 2000 | CHICAGO | IL | 60603 | NONE | PC | PROGRAM SUPPORT | $500 | |
| SIERRA CLUB FOUNDATION IOWA CHAPTER FU | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ARBOR DAY FOUNDATION | ||||||||
| 211 NORTH 12TH STREET | LINCOLN | NE | 68508 | NONE | PC | PROGRAM SUPPORT | $500 | |
| NATIONAL AUDOBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | PROGRAM SUPPORT | $500 | |
| 4 PAWS FOR ABILITY | ||||||||
| 253 DAYTON AVENUE | XENIA | OH | 45385 | NONE | PC | PROGRAM SUPPORT | $500 | |
| K9S FOR WARRIORS INC | ||||||||
| 114 CAMP K9 RD | PONTE VEDRA | FL | 32081 | NONE | PC | PROGRAM SUPPORT | $500 | |
| DOOR OF FAITH MISSION | ||||||||
| PO BOX 862 | DES MOINES | IA | 50304 | NONE | PC | PROGRAM SUPPORT | $500 | |
| IOWA AUDUBON | ||||||||
| PO BOX 682 | WATERLOO | IA | 50704 | NONE | PC | CHARITABLE | $500 | |
| IOWA STATE DANCE & DRILL TEAM ASSOCIATIO | ||||||||
| 700 MAIN STREET | PELLA | IA | 50219 | NONE | PC | CHARITABLE | $1,000 | |
| BOYS TO MEN USA INC | ||||||||
| 551 1ST STREET | PRESCOTT | AZ | 86301 | NONE | PC | CHARITABLE | $2,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 6800 WHELLER CANYON RD | SANTA PAULA | CA | 93060 | NONE | PC | CHARITABLE | $1,000 | |
| NATIONAL ASSOCIATION FOR THE EDUCATION | ||||||||
| 4325 FIRST AVE SUITE 247 | TUCKER | GA | 30085 | NONE | PC | CHARITABLE | $1,000 | OF HOMELESS CHILD |
| IOWA ENVIRONMENTAL COUNCIL | ||||||||
| 505 5TH AVE SUITE 850 | DES MOINES | IA | 50309 | NONE | PC | CHARITABLE | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | PC | SCIENTIFIC-MEDICAL CARE TO | $1,000 | |
| ANIMAL WELFARE INSTITUTE | ||||||||
| PO BOX 3650 | WASHINGTON | DC | 20027 | NONE | PC | GENERAL | $500 | |
| FRIENDS OF THE GRANGER PUBLIC LIBRARY | ||||||||
| PO BOX 402 | GRANGER | IA | 50109 | NONE | PC | GENERAL | $500 | |
| WOUNDED WARRIORS FAMILY SUPPORT | ||||||||
| 11218 JOHN GALT BLVD SUITE 103 | OMAHA | NE | 68137 | NONE | PC | GENERAL | $1,000 | |
| FURTHER SHORE INC | ||||||||
| PO BOX 23518 | FLAGSTAFF | AZ | 86002 | NONE | PC | HEALTH - EDUCATION ON | $20,889 | |
| GREATER DES MOINES HABITAT FOR HUMANITY | ||||||||
| 2200 E EUCLID AVE | Des Moines | IA | 50317 | NONE | PC | HOMEOWNERSHIP | $1,000 | |
| FURRY FRIENDS REFUGE | ||||||||
| 9235 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | HUMANITARIAN CARE OF | $1,376 | |
| RONALD MCDONALD HOUSE | ||||||||
| ONE KROC DR | OAK BROOK | IL | 60523 | NONE | PC | MEDICAL-RESEACH FOR CANCER | $1,000 | CHARITIES |
| WORLD FOOD PROGRAM | ||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | WORLD HUNGER ASSISTANCE | $500 | |
| ANIMAL RESCUE LEAGUE OF | ||||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PC | CHARITABLE-HUMANE TREATMENT | $1,500 | IOWA |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| 7225 NW 58TH ST | JOHNSTON | IA | 50131 | NONE | PC | MEDICAL-TREATMENT OF | $1,000 | |
| BETHEL MISSION | ||||||||
| 1610 6TH AVENUE | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-MENS RELIEF | $500 | |
| IOWA NATURAL HERITAGE FOUNDATION | ||||||||
| 505 5TH AVE 444 | DES MOINES | IA | 50309 | NONE | PC | EDUCATION | $500 | |
| FOOD BANK OF IOWA | ||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PC | HUMANITARIAN-ALLIVIATE | $1,376 | |
| HOUSE OF MERCY WOMEN | ||||||||
| 1409 CLARK ST | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-HOUSING | $1,000 | CHILDREN SERVICES |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | PC | CHARITABLE-ANIMAL RESCUE | $1,376 | |
| DALLAS CENTER GRIMES EDUCATION FOUNDATIO | ||||||||
| PO BOX 945 | GRIMES | IA | 50111 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $6,380 | |
| DIANE FOSSEY GORILLA FUND | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | EXEMPT | CHARITABLE - ANIMAL | $1,376 | INTERNATIONAL |
| AMAZON CONSERVATION ASSOCIATION | ||||||||
| 1012 14TH STREET NW SUITE 625 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $1,376 | |
| NATURE CONSERVANCY | ||||||||
| 505 5TH AVE STE 930 | DES MOINES | IA | 50309 | NONE | PC | SCIENTIFIC-RESEARCH | $500 | |
| ARIZONA TESLA SCIENCE FOUNDATION | ||||||||
| 2370 W SR 89A | SEDONA | AZ | 86336 | NONE | PC | GENERAL | $10,445 | |
| COMMUNITY TRANSITION ACADEMY | ||||||||
| PO BOX 34612 | SAN DIEGO | CA | 92163 | NONE | PC | GENERAL | $4,880 | |
| TELLURIDE SOCIETY FOR JAZZ | ||||||||
| PO BOX 2132 | TELLURIDE | CO | 81435 | NONE | PC | ADVANCEMENT OF THE ARTS | $5,000 | |
| ORME PRIMAVERA SCHOOLS | ||||||||
| 1446 MOYER RD | PRESCOTT | AZ | 86303 | NONE | PC | EDUCATIONAL DEVELOPEMENT | $500 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | NONE | PC | GENERAL | $639 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,557 | 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 | $38,446 | 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 | -$7,688 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,758 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUDIT & ACCOUNTING FEES (ALLOC | $2,606 | $2,606 |
| TAX PREPARATION FEE (NON-ALLOC | $750 | $750 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC BOND FUND | ||
| SEE ATTACHED STATEMENT | $793,507 | $693,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC STOCK FUND | ||
| MFS INTERNATIONAL GROWTH | ||
| GS-INTERNATIONAL EMERGING MARK | ||
| TWEEDY BROWNE GLOBAL VALUE FUN | ||
| GOLDMAN SACHS INTERNATIONAL EQ | ||
| MORGAN STANLEY INSTITUTIONAL F | ||
| BTC SMALL CAP FUND | ||
| SEE ATTACHED STATEMENTS | $923,208 | $851,961 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REVERSAL OF CHARITABLE CONTRIBUTION | $9,338 |
| MUTUAL FUND TIMING DIFFERENCE | $223 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF ACCRUAL ADJUSTMENT | Desc |
| Amt | $5,145 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $9,342 | Amt |
| Net Investment Income | $9,342 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,423 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $386 | $386 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $19 | $19 | $0 |
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