COONS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COONS FOUNDATION (EIN 39-1898965)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202241239349102054
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T15:22:43-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 Walnut St Ste 1900 | AddressLine1Txt |
| City | Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503093912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391898965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Coons Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Kenton R Coons | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COON | BusinessNameControlTxt |
| Phone | 5159782954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S Foxtail Circle | AddressLine1Txt |
| City | West Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667639 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENTON COONS | PersonNm |
| Person Title | Director/President | PersonTitleTxt |
| Phone | 5159782954 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENTON | PersonFirstNm |
| Person Last | COONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jay Anderson CPA | PreparerPersonNm |
| PTIN | P00223704 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2022-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,070,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $108,003 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,260 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $232,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,282 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $452,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,940 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,408 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,237 | CashBOYAmt |
| Cash EOY | $132,188 | CashEOYAmt |
| Cash EOYFMV | $132,188 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,833,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,975,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,242,838 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $850,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $650,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $695,780 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,771,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,758,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,070,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,771,904 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,758,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,771,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,758,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,771,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,758,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,771,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,851,905 | SubtotalAmt |
| Other Decreases | $93,801 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,758,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Sales of Publicly Traded Securities | $52,685 | $63,953 | -$11,268 | -$11,268 | |
| Redemption of Bonds | $200,000 | $200,000 | $0 | $0 | P |
| Capital Gains Dividends | $110,550 | $110,550 | $110,550 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,416 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Christine Coons | IndividualWithBooksNm |
| Phone | 5159782954 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S Foxtail Cir | AddressLine1Txt |
| City | West Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667639 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kenton R Coons | ||||||||
| 783 S Foxtail Cir | West Des Moines | IA | 50266 | Director/President | 1.00 | $0 | $0 | $0 |
| Christine Coons | ||||||||
| 783 S Foxtail Cir | West Des Moines | IA | 50266 | Director/Secretary/Treasurer | 1.00 | $0 | $0 | $0 |
| Kevin Coons | ||||||||
| 3225 Hillcrest Drive | Des Moines | IA | 50310 | Director | 1.00 | $0 | $0 | $0 |
| Kyle Coons | ||||||||
| 115 Pheasant Run Rd | Argyle | TX | 76226 | Director | 1.00 | $0 | $0 | $0 |
| Karen Dixson | ||||||||
| 47458 170th Ave | Chariton | IA | 50049 | Director | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,596,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,659,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,659,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,559,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,416 | TotalTaxAmt |
| Distributable Before Adj | $323,550 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,550 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,550 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $341,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $267,564 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $267,564 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,286 | 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 | $249,264 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenton R Coons | ContributingManagerNm |
| Contributing Manager | Christine Coons | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Appanoose County Historical Society | |||||||
| 100 West Maple Street | Centerville | IA | 52544 | None | PC | General Operations | $1,000 |
| Blank's Children's Hospital | |||||||
| 1200 Pleasant St | Des Moines | IA | 50309 | None | PC | General Operations | $55,000 |
| Chariton Public Library | |||||||
| 803 Braden | Chariton | IA | 50049 | None | PC | General Operations | $5,000 |
| Chariton Schools | |||||||
| 501 N Grand | Chariton | IA | 50049 | None | PC | General Operations | $6,000 |
| Coram Deo Academy | |||||||
| 4900 Wichita Trail | Flower Mound | TX | 75022 | None | PC | General Operations | $3,000 |
| Des Moines Metro Opera | |||||||
| 106 W Boston Ave | Indianola | IA | 50125 | None | PC | General Operations | $50,000 |
| Des Moines Performing Arts | |||||||
| 221 Walnut St | Des Moines | IA | 503092148 | None | PC | General Operations | $4,000 |
| Des Moines Symphony Association | |||||||
| 1011 Walnut St Ste 200 | Des Moines | IA | 503099831 | None | PC | General Operations | $3,000 |
| First United Methodist Church | |||||||
| PO Box 672 | Chariton | IA | 50049 | None | PC | General Operations | $1,000 |
| Humane Society Of Lucas County | |||||||
| 118 E Lincoln | Chariton | IA | 50049 | None | PC | General Operations | $2,000 |
| Humeston Public Library | |||||||
| 113 Broad Street PO Box 672 | Humeston | IA | 50123 | None | PC | General Operations | $2,000 |
| Interchurch Council Of Lucas County | |||||||
| PO Box 464 | Chariton | IA | 50049 | None | PC | General Operations | $3,000 |
| Iowa Public Television Foundation | |||||||
| 6535 Corporate Drive Po Box 6400 | Johnston | IA | 501316400 | None | PC | General Operations | $10,000 |
| John L Lewis Museum | |||||||
| 102 Division | Lucas | IA | 50151 | None | PC | General Operations | $1,000 |
| Johnston Band Parents Association | |||||||
| PO Box 1361 | Johnston | IA | 50131 | None | PC | General Operations | $2,000 |
| Joshua Christian Academy | |||||||
| 1424 62nd St | Des Moines | IA | 50311 | None | PC | General Operations | $65,000 |
| Journey To Dream | |||||||
| 1960 Archer Ave | Lewisville | TX | 75077 | None | PC | General Operations | $10,000 |
| Living History Farms | |||||||
| 2600 111th St | Urbandale | IA | 50322 | None | PC | General Operations | $2,000 |
| Mayo Clinic | |||||||
| 200 First Street SW | Rochester | MN | 55905 | None | PC | General Operations | $10,000 |
| Messiah Lutheran Church | |||||||
| 6270 Merle Hay Road | Johnston | IA | 50131 | None | PC | General Operations | $6,000 |
| Science Center Of Iowa | |||||||
| 401 W Martin Luther Jr Pkwy | Des Moines | IA | 50309 | None | PC | General Operations | $1,000 |
| UCM Foundation | |||||||
| Trg 210 | Warrensburg | MO | 64093 | None | PC | General Operations | $2,000 |
| University Of Iowa Foundation | |||||||
| PO Box 4550 | Iowa City | IA | 522444450 | None | PC | General Operations | $2,000 |
| Wesleylife | |||||||
| 5508 Nw 88th | Johnston | IA | 50131 | None | PC | General Operations | $90,000 |
| William Woods University | |||||||
| One University Avenue | Fulton | MO | 65251 | None | PC | General Operations | $1,000 |
| Lucas County Salvation Army | |||||||
| PO Box 672 | Chariton | IA | 50049 | None | PC | General Operations | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,260 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $344,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,940 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenton and Christine Coons | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S Foxtail Cr | AddressLine1Txt |
| City | West Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $108,003 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 Shares of Microsoft Basis $4,950, 250 Shares of JP Morgan Basis $9,252 | NoncashPropertyDesc |
| Fair Market Value | $108,003 | FairMarketValueAmt |
| Received | 2021-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Brunswick Corp | $200,000 | $219,200 |
| First Republic | $250,000 | $269,700 |
| Wells Fargo | $200,000 | $206,880 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Altria Group Inc | $143,811 | $412,293 |
| AT&T Inc | $265,199 | $250,920 |
| Chevron Corp | $70,188 | $105,615 |
| Exxon Mobil Corp | $362,616 | $428,330 |
| Intel Corp | $256,083 | $669,500 |
| JPMorgan Chase & Co | $110,008 | $514,638 |
| Johnson And Johnson | $225,420 | $641,513 |
| Microsoft Corp | $19,665 | $269,056 |
| Pfizer Inc | $177,534 | $679,075 |
| Verizon Communications | $239,558 | $259,800 |
| Principal Real Estate Income | $301,916 | $284,220 |
| Sector SPDR Utilities | $117,160 | $286,320 |
| American Fundamental Investors Fund | $347,809 | $671,155 |
| American Growth Fund | $156,058 | $556,547 |
| Intl Business Machines | $182,891 | $213,856 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Appreciation on Donated Stock | Desc |
| Amt | $93,801 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Fee | CategoryTxt |
| Amt | $26,408 | Amt |
| Net Investment Income | $26,408 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $3,834 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |