FRED MAYTAG FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FRED MAYTAG FAMILY FOUNDATION (EIN 42-1444870)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349103427
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T11:00:15-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13121 W MARCH LN STE 200AddressLine1Txt
CitySTOCKTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP952192367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421444870EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRED MAYTAG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREDBusinessNameControlTxt
Phone4156733733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13701 SACRAMENTO STREET 369AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA DAMIRPersonNm
Person TitleFOUNDATION ADMINPersonTitleTxt
Phone4156733733PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIAPersonFirstNm
Person LastDAMIRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY S PAGLIAPreparerPersonNm
PTINP00366884PTIN
Phone2099556100PhoneNum
Preparation2023-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,693,478FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$853,585DividendsRevAndExpnssAmt
Dividends Net Invst Incm$853,585DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,155,308NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,500,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,453,150CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,008,893TotalRevAndExpnssAmt
Total Net Invst Incm$2,306,735TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,144LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$858LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$286LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,980AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,985AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,995AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$89,530OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$89,530OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$31,014TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$64,602OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$64,602OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$912OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$457OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$455OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$195,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$96,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$67,338TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,361,529ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,361,529ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,556,711TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$96,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,428,867TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,547,818ExcessRevenueOverExpensesAmt
Net Investment Income$2,209,905NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$93,886CashBOYAmt
Cash EOY$211,551CashEOYAmt
Cash EOYFMV$211,551CashEOYFMVAmt
Sav And Temp Cash Invst BOY$287,656SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$351,711SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$351,711SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$67,400,724CorporateStockBOYAmt
Corporate Stock EOY$50,130,216CorporateStockEOYAmt
Corporate Stock EOYFMV$50,130,216CorporateStockEOYFMVAmt
Total Assets BOY$67,782,266TotalAssetsBOYAmt
Total Assets EOY$50,693,478TotalAssetsEOYAmt
Total Assets EOYFMV$50,693,478TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$67,782,266NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$50,693,478NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$67,782,266TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,693,478TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,782,266TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,693,478TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,782,266TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,547,818ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$66,234,448SubtotalAmt
Other Decreases$15,540,970OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$50,693,478TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
PUBLICLY TRADED SECURITIES - BBHP2021-01-012022-12-31$37,310-$37,310-$37,310
PUBLICLY TRADED SECURITIES - CSP2021-01-012022-12-31$1,009,540$1,490,460$1,490,460$2,500,000
FieldValueIRS element (for citing)
Capital Gain Net Income$1,453,150CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30,718InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,718SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,718TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,739EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,739TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$9,979TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJULIA DAMIRIndividualWithBooksNm
Phone4156733733PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13701 SACRAMENTO STREET 369AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH P MAYTAG
3701 SACRAMENTO STREET 369SAN FRANCISCOCA94118TRUSTEE1.00$0$0$0
FREDERICK L MAYTAG III
3701 SACRAMENTO STREET 369SAN FRANCISCOCA94118TRUSTEE1.00$0$0$0
KRISTEN VAN LIEFDE
3701 SACRAMENTO STREET 369SAN FRANCISCOCA94118FOUNDATION ADMINISTRATOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES SCHWABBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 CALIFORNIA STREET SUITE 1100AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT FEESServiceTypeTxt
Compensation$74,926CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$55,597,644AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$465,851AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$56,063,495TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$56,063,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$840,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,222,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,761,127MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,761,127MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,718TaxBasedOnInvestmentIncomeAmt
Total Tax$30,718TotalTaxAmt
Distributable Before Adj$2,730,409DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,730,409DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,730,409DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,428,867ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,428,867QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,730,409DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,162,143ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,225,909ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,405,680ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,697,150ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,695,180ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,186,062TotalExcessDistributionCyovAmt
Qualifying Distributions$3,428,867QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,730,409AppliedToCurrentYearAmt
Remaining Distri From Corpus$698,458RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,884,520TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,162,143ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,722,377ExcessDistriCyovToNextYrAmt
Excess From Year4$4,225,909ExcessFromYear4Amt
Excess From Year3$11,405,680ExcessFromYear3Amt
Excess From Year2$1,697,150ExcessFromYear2Amt
Excess From Year1$5,695,180ExcessFromYear1Amt
Excess From Current Year$698,458ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFMFFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13701 SACRAMENTO ST 369AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4156733733RecipientPhoneNum
Form And Info And MaterialsPROPOSAL FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ACCEPTED MARCH 1ST AND SEPTEMBER 1ST,SubmissionDeadlinesTxt
Restrictions On AwardsPREFERENCE IS GIVEN TO NEWTON AND CENTRAL IOWA ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
VISITING NURSE SERVICES OF IOWA DBA EVERYSTEP
3000 EASTON BLVDDES MOINESIA503173124PC2022 FALL GRANT - GENERAL SUPPORT, EVERYSTEP$25,000
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741PC2022 FALL GRANT - GENERAL SUPPORT$5,000
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
1730 M STREET NW SUITE 600WASHINGTONDC20036PC2022 SPRING GRANT - GENERAL SUPPORT$50,000
AMERICAN RED CROSS - IOWA REGION
431 18TH STREET NWWASHINGTONDC20006PCDISASTER RELIEF IN JASPER COUNTY IOWA$50,000
ARIZONA LAND & WATER TRUST
2810 N ALVERNON WAY SUITE 600TUCSONAZ85712PCSPRING GRANT - GENERAL SUPPORT 2022$15,000
ARIZONA SONORA DESERT MUSEUM
2021 N KINNEY ROADTUCSONAZ85743PC2022 GENERAL SUPPORT$30,000
BALLET DES MOINES
121 S 11TH STREET SUITE 100WEST DES MOINESIA50265PCSPRING GRANT - GENERAL SUPPORT 2022$35,000
BIPARTISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000WASHINGTONDC20005PCGENERAL SUPPORT$25,000
CAMP FIRE HEART OF IOWA
5615 HICKMAN ROADDES MOINESIA50310PCCAMP HANTESA SWIMMING POOL REPAIRS$30,000
CATCHING THE DREAM
8200 MOUNTAIN ROAD NE SUITE 103ALBUQUERQUENM87110PCSCHOLARSHIPS$20,000
CENTER FOR IMMIGRATION STUDIES
1629 K STREET NW SUITE 600WASHINGTONDC20006PCSPRING GRANT - GENERAL SUPPORT 2022$50,000
CENTRAL COLLEGE
812 UNIVERSITY STREET CAMPUS BOXPELLAIA50219PCJOURNEY SCHOLARSHIP FUND$50,0005200
CHILDSERVE
PO BOX 707JOHNSTONIA50131PCAPPLIED BEHAVIORAL ANALYSIS TECHNOLOGY$12,250
CIVIC MUSIC ASSOCIATION
900 KEOSAUQUA WAY SUITE 113DES MOINESIA50309PCGENERAL SUPPORT$25,000
CLEARVIEW RECOVERY
501 N SHERMAN STREETPRAIRIE CITYIA50228PCSPRING GRANT - REPLACE A/C UNITS AND OLD BOILERS$50,000
DES MOINES ART CENTER
4700 GRAND AVENUEDES MOINESIA50312PCSPRING GRANT - GENERAL SUPPORT$40,000
DES MOINES METRO OPERA INC
106 W BOSTON AVENUEINDIANOLAIA50125PCGENERAL SUPPORT$100,000
DES MOINES PERFORMING ARTS
221 WALNUT STREETDES MOINESIA50309PCGENERAL SUPPORT$30,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117PCSPRING GRANT & HURRICANE IAN EMERGENCY RECOVERY$70,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120PCWATER QUALITY FLOOD MITIGATION PROGRAM IN CENTRAL IOWA$25,000
ETHICS AND PUBLIC POLICY CENTER INC
1730 M STREET NW 910WASHINGTONDC20036PCGENERAL SUPPORT$35,000
FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSSION INC AKA FIRE
510 WALNUT STREET SUITE 1250PHILADELPHIAPA19106PCSPRING GRANT - GENERAL SUPPORT$30,000
FREE WHEELCHAIR MISSION
15279 ALTON PARKWAY SUITE 300IRVINECA92618PCSPRING GRANT - GENERAL SUPPORT$5,000
GREATER DES MOINES BOTANICAL GARDEN
909 ROBERT D RAY DRIVEDES MOINESIA50309PCSPRING GRANT - GENERAL SUPPORT$40,000
GROUT MUSEUM DISTRICT
503 SOUTH STREETWATERLOOIA50701PCSPRING GRANT - GENERAL SUPPORT$50,000
HEARING HEALTH FOUNDATION
PO BOX 1397NEW YORKNY10018PCHEARING RESTORATION PROJECT$50,000
HOOVER PRESIDENTIAL FOUNDATION
302 PARKSIDE DRIVE PO BOX 696WEST BRANCHIA52358PCTIMELESS VALUES MODERN EXPERIENCE CAMPAIGN & UNCOMMON STUDENT AWARD$80,000
HUDSON INSTITUTE
1201 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004PCSPRING GRANT - GENERAL SUPPORT$25,000400
INSTITUTE FOR JUSTICE
901 NORTH GLEBE ROAD SUITE 900ARLINGTONVA22203PCGENERAL SUPPORT$35,000
INTERNATIONAL DARK SKY ASSOCIATION
3223 N FIRST AVENUETUCSONAZ85719PCSPRING GRANT - GENERAL SUPPORT$25,000
IOWA ARBORETUM
1875 PEACH AVENUEMADRIDIA50156PCGENERAL SUPPORT$15,000
IOWA BARN FOUNDATION
12916 WILDEN CIRCLEURBANDALEIA50323PCGENERAL SUPPORT$50,000
IOWA HISTORICAL FOUNDATION
600 E LOCUST STREETDES MOINESIA50319PC2021 & 2022 GRANTS$50,000
IOWA SAR K9 FUND
34838 MAFFITT LAKE ROADCUMMINGIA50061PCSPRING GRANT - GENERAL SUPPORT$5,134
IOWA YOUTH CHORUS
PO BOX 13366DES MOINESIA50310PCSPRING GRANT - GENERAL SUPPORT$30,000
JASPER COUNTY CONCERT ASSOCIATION
PO BOX 1252NEWTONIA50208PCGENERAL SUPPORT$600
JASPER COUNTY SHERIFF'S OFFICE
231 S MAIN STREETCARTHAGEMO64836PCEMERGENCY RADIO UPGRADES$25,000
LIVING HISTORY FARMS
2600 111TH STREETURBANDALEIA50322PCSPRING GRANT - GENERAL SUPPORT$25,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUENEW YORKNY10017PCGENERAL SUPPORT$75,000
MERCYONE NEWTON MEDICAL CENTER FOUNDATION
175 HIGH STREETNEWTONNJ07860PCCEPHEID GENEXPERT MOLECULAR DIAGNOSTIC SYSTEM FOR LABORATORY$50,000
MIRACLE FLIGHTS FOR KIDS
60 SURFVIEW DRIVEPALM COASTFL32137PCGENERAL SUPPORT$10,000
MOMENTUM WHEELS FOR HUMANITY
9509 VASSAR AVENUE SUITE ACHATSWORTHCA91311PCGENERAL SUPPORT$25,000
MONTANA WILDERNESS SCHOOL
PO BOX 1183BOZEMANMT59771PC2021 SPRING GRANT YOUTH WILDERNESS PROGRAM$15,000
MOSAIC
4980 S 118TH STREETOMAHANE68137PCNORTHERN IOWA PARTNERS IN POSSIBILITIES PROJECT$20,000
NATIONAL ASSOCIATION OF SCHOLARS
420 MADISON AVENUE 7TH FLOORNEW YORKNY10017PCSPRING GRANT - GENERAL SUPPORT$60,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOORNEW YORKNY10005PCNFTE BAY AREA GENERAL SUPPORT$25,000
NEWTON COMMUNITY THEATER
PO BOX 96NEWTONIA50208PCSTAGE LIGHTING$20,000
NEWTON YMCA COMMUNITY CENTER
1701 S 8TH AVENUE ENEWTONIA50208PCSPRING GRANT$30,000
ORCHARD PLACE
2116 GRAND AVENUEDES MOINESIA50312PCHELP FUND ROOF REPAIR FOR JACOBSON/SHIFFLER LIVING UNITS$60,000
PHOENIX ZOO
455 N GALVIN PARKWAYPHOENIXAZ85008PCZOO REACH PROGRAM$25,000
PROPERTY & ENVIRONMENTAL RESEARCH CENTER
2048 ANALYSIS DRIVE SUITE ABOZEMANMT59718PCSPRING GRANT - GENERAL SUPPORT$50,000
PROVIDENCE ST MEL SCHOOL
119 S CENTRAL PARK BOULEVARDCHICAGOIL60624PCSCHOLARSHIPS AND AIM PROGRAMS$45,000
SAN FRANCISCO PERFORMANCES
500 SUTTER STREET SUITE 710SAN FRANCISCOCA94102PCASQ$67,700
SAVE THE REDWOOD LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104PCGENERAL SUPPORT$200,000
SCIENCE CENTER OF IOWA
401 MARTIN LUTHER KING JR PARKWAYDES MOINESIA50309PCSPRING GRANT - GENERAL SUPPORT$35,000
FRIENDS OF CRAFT INC DBA STONE AGE INSTITUTE
1392 W DITTEMORE ROADGOSPORTIN47433PCSPRING GRANT - GENERAL SUPPORT$150,000
THE FREE TO CHOOSE NETWORK
2002 FILMORE AVENUEERIEPA16506PCGENERAL SUPPORT$150,000
THE NATURE CONSERVANCY IN IOWA
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCSPRING GRANT & DIRECTORS INNOVATION FUND$519,845
CENTER FOR THE STUDY OF TECHNOLOGY & SOCIETY INC
1730 M STREET NW SUITE 910WASHINGTONDC20036PCGENERAL SUPPORT - THE NEW ATLANTIS$25,000
FOUNDATION FOR CULTURAL REVIEW INC
900 BROADWAY SUITE 602NEW YORKNY10003PC40TH ANNIVERSARY PROJECT - THE NEW CRITERION$100,000
UNITED WAY - JASPER COUNTY
312 FIRST AVENUE WESTNEWTONIA50208PCSPRING GRANT - GENERAL SUPPORT / JASPER COUNTY$25,000
UNITY POINT - DES MOINES FOUNDATION
1415 WOODLAND AVENUE SUITE E-200DES MOINESIA50309PCSOCIAL WORKER PROGRAM AND COMPASSION FUND$106,000
VOX PRESS
PO BOX 2954OXFORDMS38655PCINCARCERATED VETERANS WELLNESS PROGRAM$20,000
WESLEY RETIREMENT SERVICES
5508 NW 88TH STREETJOHNSTONIA50131PCGENERAL SUPPORT$40,000
DES MOINES SYMPHONY ASSOCIATION
1011 LOCUST STREET SUITE 200DES MOINESIA50309PCGENERAL SUPPORT$50,000
BIG BROTHERS BIG SISTERS OF CENTRAL IOWA INC
9051 SWANSON BOULEVARDCLIVEIA50325PCGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,361,529TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$853,585ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,155,308ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,008,893ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,008,893TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,980Amt
Net Investment Income$5,985NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,995DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTL STK MKT IND-SG$21,591,818$21,591,818
UNREALIZED GAINS$28,538,398$28,538,398

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,144LegalFeesAmt
Net Investment Income$858NetInvestmentIncomeAmt
Disbursements Charitable Prps$286DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$15,540,970Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$135$68$67
BANK FEES$96$48$48
BUSINESS LICENSE & FEE$180$90$90
OFFICE EXPENSE$501$251$250

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$89,530Amt
Net Investment Income$89,530NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAX EXPENSESCategoryTxt
Amt$31,014Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.