BETA

DEB & BOB PULVER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DEB & BOB PULVER FOUNDATION (EIN 46-3734956)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202221329349101592
Schema version
2021v4.2
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)
Return2022-05-12T10:31:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 LOCUST ST SUITE 640AddressLine1Txt
CityDES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503092354ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463734956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEB & BOB PULVER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEB&BusinessNameControlTxt
Phone5152235843PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 TULIP TREE LNAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP502666674ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEB PULVERPersonNm
Person TitleVP/TREASURER/DIRECTORPersonTitleTxt
Phone5154532530PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBPersonFirstNm
Person LastPULVERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHY FAIRCHILDPreparerPersonNm
PTINP00222608PTIN
Phone5155586600PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,509,081FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,262,393ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,269DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,269DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$128,122NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$743,679GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$128,122CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,401,784TotalRevAndExpnssAmt
Total Net Invst Incm$139,391TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,076AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$538AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$538AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,820OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,820OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,601TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,245OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,742TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,358TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$538TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$267,061ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$267,061ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,803TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,358TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$267,599TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,121,981ExcessRevenueOverExpensesAmt
Net Investment Income$136,033NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,629SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$221,356SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$221,356SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,636CorporateStockBOYAmt
Corporate Stock EOY$34,060CorporateStockEOYAmt
Corporate Stock EOYFMV$38,396CorporateStockEOYFMVAmt
Other Investments BOY$406,752OtherInvestmentsBOYAmt
Other Investments EOY$1,018,683OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,249,329OtherInvestmentsEOYFMVAmt
Total Assets BOY$439,017TotalAssetsBOYAmt
Total Assets EOY$1,274,099TotalAssetsEOYAmt
Total Assets EOYFMV$1,509,081TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$439,017RetainedEarningBOYAmt
Retained Earning EOY$1,274,099RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$439,017TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,274,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$439,017TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,274,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$439,017TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,121,981ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,560,998SubtotalAmt
Other Decreases$286,899OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,274,099TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$743,679GrossSalesPriceAmt
Cost Or Other Basis$615,557CostOrOtherBasisAmt
Gain Or Loss$128,122GainOrLossAmt
Gains Minus Excess Or Losses$128,122GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$128,122CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,891InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,891SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,920TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,029OverpaymentAmt
Applied To ES Tax$3,029AppliedToESTaxAmt
Refund$0RefundAmt

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 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 BooksSHERRY A WILKINSONIndividualWithBooksNm
Phone5154532530PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15058 GRAND RIDGE DRIVEAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50265ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT G PULVER
1310 TULIP TREE LANEWEST DES MOINESIA50266PRESIDENT/SECRETARY/DIRECT1.00$0$0$0
DEBRA L PULVER
1310 TULIP TREE LANEWEST DES MOINESIA50266VP/TREASURER/DIRECTOR1.00$0$0$0
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$431,016AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$455,156TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$455,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$448,329NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,416MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,416MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Total Tax$1,891TotalTaxAmt
Distributable Before Adj$20,525DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,525DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$267,599ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$267,599QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,525DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$511,649ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$418,198ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,434ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$735,475ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$554,903ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,222,659TotalExcessDistributionCyovAmt
Qualifying Distributions$267,599QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$247,074RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,469,733TotalCorpusAmt
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$511,649ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,958,084ExcessDistriCyovToNextYrAmt
Excess From Year4$418,198ExcessFromYear4Amt
Excess From Year3$2,434ExcessFromYear3Amt
Excess From Year2$735,475ExcessFromYear2Amt
Excess From Year1$554,903ExcessFromYear1Amt
Excess From Current Year$247,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT G PULVERContributingManagerNm
Contributing ManagerDEBRA L PULVERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARIZONA MUSICFEST
PO BOX 25455SCOTTSDALEAZ85255NONEPCGENERAL OPERATING BUDGET$1,000
CHILDREN AND FAMILY URBAN MINISTRIES
PO BOX 41125DES MOINESIA50311NONEPCGENERAL OPERATING BUDGET$1,000
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305NONEPCGENERAL OPERATING BUDGET$2,500
HEALTHY BIRTHDAY INC
PO BOX 71093CLIVEIA50325NONEPCGENERAL OPERATING BUDGET$1,000
IOWA STATE UNIVERSITY FOUNDATION
2505 UNIVERSITY BLVDAMESIA50010NONEPCGENERAL OPERATING BUDGET$81,053
LUTHERAN CHURCH OF HOPE
925 JORDAN CREEK PARKWAYWEST DES MOINESIA50266NONEPCGENERAL OPERATING BUDGET$10,000
MERCYONE DES MOINES FOUNDATION
411 LAUREL SUITE 2250DES MOINESIA50314NONEPCGENERAL OPERATING BUDGET$20,000
SOUTHERN CALIFORNIA EQUESTRIAN SPORTS (SCES)
1902 ORANGE TRAIL LN SUITE 130REDLANDSCA92374NONEPCGENERAL OPERATING BUDGET$5,000
STRANDS OF STRENGTH INC
1310 TULIP TREE LNWEST DES MOINESIA50266NONEPCGENERAL OPERATING BUDGET$34,500
UNITY POINT HEALTH - DES MOINES FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$106,000
VACIHS (VA CENTRAL IOWA HEALTH CARE)
3600 30TH STREETDES MOINESIA50310NONEPCGENERAL OPERATING BUDGET$500
VARIETY - THE CHILDREN'S CHARITY IN IOWA
505 5TH AVENUE SUITE 310DES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$4,208
WORLD FOOD PRIZE FOUNDATION
666 GRAND AVE SUITE 1700DES MOINESIA503092500NONEPCGENERAL OPERATING BUDGET$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$267,061TotalGrantOrContriPdDurYrAmt
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$11,269ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$128,122ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$139,391ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,391TotalIncomeProducingActyAmt

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 ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ROBERT PULVER
11310 TULIP TREE LANEWEST DES MOINESIA50266$16,762Yes (X)
ROBERT PULVER
21310 TULIP TREE LANEWEST DES MOINESIA50266$1,245,631Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,245,631FairMarketValueAmt
Received2021-12-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$1,076Amt
Net Investment Income$538NetInvestmentIncomeAmt
Disbursements Charitable Prps$538DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockARES CAPITAL CORPStockNm
EOY Book Value$34,060EOYBookValueAmt
EOYFMV$38,396EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500AT COST$187,914$292,872
ISHARES IBOXX INVT GRADAT COST$34,739$34,588
ISHARES RUSSELL MID CAPAT COST$92,719$134,642
ISHARES RUSSELL TOP 200AT COST$86,361$118,290
ISHARES RUSSELL 2000AT COST$29,279$41,153
SCHWAB US TIPS ETFAT COST$50,729$52,387
VANGUARD FTSE DEVELOPEDAT COST$72,683$88,079
VANGUARD TOTAL BONDAT COST$120,444$120,430
BLACKROCK STRATEGIC INCOAT COST$104,236$103,908
PRINCIPAL HIGH YIELD INSAT COST$34,516$34,743
GRIFFIN INSTL ACCESS REAAT COST$49,469$56,148
JPMORGAN EMERGING MARKETAT COST$44,210$48,432
OAKMARK INTERNATIONAL ADAT COST$48,037$59,483
VANGUARD REAL ESTATEAT COST$25,417$26,218
CARLYLE TACTICAL PRIVATEAT COST$37,930$37,956

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX BASIS DIFFERENCE ON PUBLICLY TRADED SECURITIES CONTRIBUTEDDesc
Amt$286,899Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Revenue And Expenses Per Books$1,245RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$2,820Amt
Net Investment Income$2,820NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2020 FEDERAL EXCISE TAX DUE$2,681$0$0
2021 FEDERAL EXCISE TAX ESTIMATES$4,920$0$0

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