HERRIG CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HERRIG CHARITABLE FOUNDATION (EIN 42-6430625)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-05
IRS object ID
202541259349101934
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-05T15:10:45-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420946155PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HONKAMP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12345 JOHN F KENNEDY ROADAddressLine1Txt
CityDUBUQUECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN426430625EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HERRIG CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHERRBusinessNameControlTxt
Phone5635560434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11540 KEHL CTAddressLine1Txt
CityDUBUQUECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY HERRIGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5635560434PhoneNum
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARLA A HAGERTY CPAPreparerPersonNm
PTINP00436540PTIN
Phone5635560123PhoneNum
Preparation2025-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$625,743FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$48,656ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19,025InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,025InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$82DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$475,968OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$331,226OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$543,731TotalRevAndExpnssAmt
Total Net Invst Incm$350,333TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,939AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,939AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$227,067InterestRevAndExpnssAmt
Interest Net Invst Incm$227,067InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$276OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$276OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$232,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$232,282TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,901ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,901ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$318,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$232,282TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$85,901TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$225,548ExcessRevenueOverExpensesAmt
Net Investment Income$118,051NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,758CashBOYAmt
Cash EOY$32,759CashEOYAmt
Cash EOYFMV$32,759CashEOYFMVAmt
Sav And Temp Cash Invst EOY$103,126SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,126SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$496,956CorporateStockEOYAmt
Corporate Stock EOYFMV$489,858CorporateStockEOYFMVAmt
Other Assets BOY$208,684OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$210,442TotalAssetsBOYAmt
Total Assets EOY$632,841TotalAssetsEOYAmt
Total Assets EOYFMV$625,743TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,025,181LoansFromOfficersBOYAmt
Mortgages And Notes Payable BOY$4,046,856MortgagesAndNotesPayableBOYAmt
Total Liabilities BOY$5,072,037TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$4,861,595CapitalStockBOYAmt
Capital Stock EOY$632,841CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY-$4,861,595TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,841TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$210,442TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$4,861,595TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$225,548ExcessRevenueOverExpensesAmt
Other Increases$5,698,519OtherIncreasesAmt
Subtotal$1,062,472SubtotalAmt
Other Decreases$429,631OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$632,841TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,641InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,641SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,641TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,075EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,075TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$566TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 BooksLARRY HERRIGIndividualWithBooksNm
Phone5635560434PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11540 KEHL CTAddressLine1Txt
CityDUBUQUECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52003ZIPCd
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

FieldValueIRS element (for citing)
PersonLARRY HERRIGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11540 KEHL CTAddressLine1Txt
CityDUBUQUECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52003ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$49,415AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,012AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$70,427TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$70,427AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,056CashDeemedCharitableAmt
Net Vl Noncharitable Assets$69,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,469MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,469MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,641TaxBasedOnInvestmentIncomeAmt
Total Tax$1,641TotalTaxAmt
Distributable Before Adj$1,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,828DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,901ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$85,901QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,828DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,338ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,155ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,300ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,215ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$62,808TotalExcessDistributionCyovAmt
Qualifying Distributions$85,901QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,828AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,073RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$146,881TotalCorpusAmt
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$10,338ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,543ExcessDistriCyovToNextYrAmt
Excess From Year4$10,155ExcessFromYear4Amt
Excess From Year3$24,800ExcessFromYear3Amt
Excess From Year2$12,300ExcessFromYear2Amt
Excess From Year1$5,215ExcessFromYear1Amt
Excess From Current Year$84,073ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLARRY HERRIGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11540 KEHL CTAddressLine1Txt
CityDUBUQUECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5635836538RecipientPhoneNum
Form And Info And MaterialsTHIS APPLICATION SHOULD INCLUDE ALL NECESSARY INFORMATION CONCERNING THE REASON FOR REQUESTING THE GRANT, LOAN, ETC, INCLUDING WHERE YOU CAN BE REACHED.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsGRANTS WILL BE MADE TO ORGANIZATIONS THAT ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT PRIVATE FOUNDATIONS AS DEFINED IN IRC SECTION 509(A).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
2728 ASBURY RD STE 515DUBUQUEIA52001PCCHARITABLE$1,000
BOYS & GIRLS CLUB OF GREATER DUBUQUE
1299 LOCUST STDUBUQUEIA52001PCCHARITABLE$4,356
COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST ST STE 195DUBUQUEIA52001PCCHARITABLE$43,010
HOLY FAMILY CATHOLIC SCHOOLS
2005 KANE STREETDUBUQUEIA52001PCCHARITABLE$100
HOSPICE OF DUBUQUE
1670 JOHN F KENNEDY ROADDUBUQUEIA52002PCCHARITABLE$100
NEW AVENUES FOR YOUTH
1220 SW COLUMBIA STREETPORTLANDOR97201PCCHARITABLE$6,532
NO FOOT TOO SMALL
1150 5TH ST STE 152CORALVILLEIA52241PCCHARITABLE$1,100
ST COLUMBKILLE'S CHURCH
1198 RUSH STDUBUQUEIA52003PCCHARITABLE$25,000
STONE HILL COMMUNITIES
3485 WINDSOR AVENUEDUBUQUEIA52001PCCHARITABLE$200
THE SALVATION ARMY
1099 IOWA STREETDUBUQUEIA52001PCCHARITABLE$250
UNIVERSITY OF IOWA
ONE WEST PARK ROADIOWA CITYIA52242PCCHARITABLE$4,053
DUBUQUE DREAM CENTER
1600 WHITE STDUBUQUEIA52001PCCHARITABLE$100
SISTERS OF CHARITY OF THE BLESSED VIRGIN MARY
1100 CARMEL DRDUBUQUEIA52003PCCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,901TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,025ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$475,968ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$495,075ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$495,075TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HERRIG REAL ESTATE INC
13388 KENNEDY CIRCLEDUBUQUEIA52002$3,600Yes (X)
LARRY T HERRIG
21540 KEHL COURTDUBUQUEIA52003$44,356Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,939Amt
Net Investment Income$4,939NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$496,956EOYBookValueAmt
EOYFMV$489,858EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$208,684BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES$208,684
LIFE INSURANCE PREMIUMS PAID$220,947

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$221$221$0$0
SHIPPING$55$55$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescANNUITY PAYMENTSDesc
Revenue And Expenses Per Books$475,968RevenueAndExpensesPerBooksAmt
Net Investment Income$331,226NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescLIFE INSURANCE PROCEEDSDesc
Amt$5,698,519Amt

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