JOHN R AND ZELDA Z GRUBB CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN R AND ZELDA Z GRUBB CHARITABLE FOUNDATION (EIN 42-6521745)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349102132
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T10:28:49-06:00 | 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 | 426521745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN R AND ZELDA Z GRUBB | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5152599293 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4454 128TH ST | AddressLine1Txt |
| City | URBANDALE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503231728 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W GRUBB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5152599293 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | GRUBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER RADIG CPA | PreparerPersonNm |
| PTIN | P01937466 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2022-11-15 | 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 | $12,390,632 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $530,172 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,266 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,266 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,132,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,901,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,027 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,535,912 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,471 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,157,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,737 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $1,057,874 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,057,874 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $115,751 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,751 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,062 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,062 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,811 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $89,811 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $264,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $264,363 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,244 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,244 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $231,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $224,345 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $132,845 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,401 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,401 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,445,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,602 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,388,201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,373,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,172,808 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,812,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,612,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$655,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $920,492 | CashBOYAmt |
| Cash EOY | $1,002,831 | CashEOYAmt |
| Cash EOYFMV | $1,002,831 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,751,893 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $1,223,721 | AcctRcvblAmt |
| Acct Rcvbl BOY | $445,073 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,223,721 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,223,721 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $16,540 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $329,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $136,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $246,019 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $148,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $152,476 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,545,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,058,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,979,563 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $2,646,261 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $46,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $32,041 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,041 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,084,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,465,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,390,632 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $393,675 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $546,001 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,612 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $939,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,635 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,144,538 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,463,934 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,144,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,463,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,084,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,465,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,144,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$655,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,264 | OtherIncreasesAmt |
| Subtotal | $12,549,779 | SubtotalAmt |
| Other Decreases | $85,845 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,463,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,178,155 | $1,225,571 | -$47,416 | -$47,416 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,603,050 | $1,689,996 | -$86,946 | -$86,946 |
| CAPITAL GAINS DIVIDENDS | P | $155,389 | $155,389 | $155,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,180 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,180 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,193 | OverpaymentAmt |
| Applied To ES Tax | $25,193 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | JOHN W GRUBB | IndividualWithBooksNm |
| Phone | 5152599293 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4454 128TH ST | AddressLine1Txt |
| City | URBANDALE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503231728 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W GRUBB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4454 128TH ST | AddressLine1Txt |
| City | URBANDALE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503231728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KATLYN POOTS | ||||||||
| 1400 W MAIN ST | MCGREGOR | IA | 52157 | RN | 40.00 | $58,523 | $1,757 | $0 |
| GAYLE MOORE | ||||||||
| 116 REIMER ST | ELKADER | IA | 52043 | RN | 40.00 | $52,482 | $1,678 | $0 |
| LORA GLENN | ||||||||
| 116 REIMER ST | ELKADER | IA | 52043 | RN | 40.00 | $51,519 | $0 | $0 |
| LISA BOLSINGER | ||||||||
| 116 REIMER ST | ELKADER | IA | 52043 | RN | 40.00 | $44,048 | $7,258 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHCARE OF IOWA | |||||
| 5925 DRY CREEK LN NE | CEDAR RAPIDS | IA | 52402 | ACCOUNTING FEES/CONSULTING FEES | $350,171 |
| MILLENNIUM REHAB & CONSULTING | |||||
| 4725 MERLE HAY RD | DES MOINES | IA | 50322 | THERAPIES | $245,393 |
| MARTIN BROS | |||||
| PO BOX 69 | CEDAR FALLS | IA | 50613 | FOOD | $177,707 |
| DIVERSACARE | |||||
| 5925 DRY CREEK LN NE | CEDAR RAPIDS | IA | 52402 | CONSULTING | $129,766 |
| UHC PREMIUM BILLING | |||||
| PO BOX 94017 | PALATINE | IL | 60094 | INSURANCE PREMIUMS | $55,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATES TWO NURSING HOMES FOR THE ELDERLY WITH APPROXIMATELY 124 BEDS. THE NURSING HOMES WERE SOLD IN 2021. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $8,705,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,705,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,705,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,574,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $428,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $428,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,987 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,987 | TotalTaxAmt |
| Distributable Before Adj | $425,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $425,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $425,745 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,612,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,612,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $425,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,612,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $425,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,186,713 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,186,713 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,186,713 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,186,713 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 5000 WESTOWN PKWY STE 340 | WEST DES MOINES | IA | 50266 | PC | DONATION OF FUNDS FOR GENERAL OPERATING OF HEART AND CIRCULATORY SYSTEM DISEASES, DISORDERS | $1,000 |
| ASU FOUNDATION | ||||||
| 1201 SOUTH FOREST AVENUE | TEMPE | AZ | 85282 | PC | ASU - CHARTER FUND THAT SUPPORTS STUDENT INITIATIVES | $3,000 |
| BARRETT BOESEN FOUNDATION | ||||||
| 475 ALICES ROAD | WAUKEE | IA | 50263 | PC | DONATION TO GENERAL FUND | $10,000 |
| BLANK CHILDREN'S HOSPITAL | ||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | PC | ROBERT PULVER MEMORIAL AND FESTIVAL OF TREES & LIGHTS | $35,000 |
| C4 FOUNDATION | ||||||
| PO BOX 181679 | CORONADO | CA | 92178 | PC | DONATION TO GENERAL FUND & POLAR BEAR GALA | $5,000 |
| CHRYSALIS FOUNDATION | ||||||
| 1248 8TH STREET SUITE 101 | WEST DES MOINES | IA | 50265 | PC | DONATION TO GENERAL FUND | $5,000 |
| FOOD BANK OF IOWA | ||||||
| 2221 E 17TH STREET | DES MOINES | IA | 503162115 | PC | FOOD BANKS/PANTRIES - SUPPLY GOODS, FOOD, AND OTHER SERVICES TO POOR | $10,000 |
| HOPE MINISTRIES | ||||||
| PO BOX 862 | DES MOINES | IA | 503040862 | PC | DONATION TO GENERAL FUND TO PROVIDE BASIC HUMAN SERVICES TO THOSE IN NEED | $5,000 |
| HOYT SHERMAN PLACE | ||||||
| 1501 WOODLAND AVE | DES MOINES | IA | 50309 | PC | 2021 CAPITAL CAMPAIGN | $10,000 |
| IOWA HEALTH CARE ASSOCIATION FOUNDATION | ||||||
| 1776 - 90TH STREET | WEST DES MOINES | IA | 502661564 | PC | DONATION TO GENERAL FUND FOR HEALTH CARE SCHOLARSHIPS | $30,000 |
| MOUNT MERCY UNIVERSITY | ||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | PC | DONATION TO GENERAL FUND | $2,500 |
| NORTH HIGH SCHOOL | ||||||
| 501 HOLCOMB AVE | DES MOINES | IA | 50313 | PC | DONATION TO GENERAL FUND | $15,000 |
| ST BONIFACE CATHOLIC CHURCH | ||||||
| 1200 WARRIOR LN | WAUKEE | IA | 50263 | PC | DONATION TO GENERAL FUND | $2,500 |
| STRANDS OF STRENGTH | ||||||
| 1311 TULIP TREE LANE | WEST DES MOINES | IA | 50267 | PC | REDUCE THE STIGMA EVENT | $2,400 |
| VARIETY CLUB | ||||||
| 506 - 5TH AVENUE SUITE 310 | DES MOINES | IA | 503092323 | PC | DONATION TO GENERAL FUND TO PROVIDE AID/SERVICES TO THE HANDICAP | $303,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| NURSING HOMES | $3,842,946 |
| ASSISTED LIVING | $496,256 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,266 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,973 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,027 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,153,598 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Related Or Exempt Function Incm | $167,239 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,352,843 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,627,580 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE FOUNDATION OPERATES TWO NURSING HOMES FOR THE ELDERLY WITH |
| 1A | APPROXIMATELY 124 BEDS. |
| 1B | THE FOUNDATION OPERATES AN ASSISTED LIVING FACILITY FOR THE ELDERLY. |
| 11A | OTHER MISCELLANEOUS INCOME |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||
| 1 | 200 INDEPENDENCE AVE SW | WASHINGTON | DC | 20201 | $35,560 | Yes (X) |
| US SMALL BUSINESS ADMINISTRATION | ||||||
| 2 | 409 3RD ST SW | WASHINGTON | DC | 20416 | $494,612 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $81,486 | $0 | $81,486 |
| TAX PREPARATION | $8,325 | $0 | $8,325 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF NURSING HOMES | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $1,965,239 | GrossSalesPriceAmt |
| Basis | $8,266,377 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$2,153,598 | TotalNetAmt |
| Accumulated Depreciation | $4,147,540 | AccumulatedDepreciationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMER COP B/E | $73,969 | $77,438 |
| MORGAN STANLEY B/E | $74,250 | $75,038 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVISTA ONSHORE FEEDER FUND, LP | AT COST | $154,309 | $154,309 |
| COLUMBIA STRATEGIC INCOME FUND CLASS INSTITUTIONAL | AT COST | $718,172 | $724,394 |
| DOUBLELINE LOW DURATION BOND FUND I | AT COST | $834,870 | $820,133 |
| FEDERATED HERMES KAUFMAN SMALL CAP FUND IS | AT COST | $557,232 | $532,813 |
| JOHN HANCOCK INTL GROWTH FUND CL I | AT COST | $95,822 | $115,234 |
| MATTHEW ASIA DIVIDEND | AT COST | $359,473 | $342,250 |
| MORGAN STANLEY MONEY MARKET MUTUAL FUNDS | AT COST | $1,987 | $1,987 |
| PE PREMIER BLACKSTONE ENERGY PARTNERS II OFFSHORE | AT COST | $399,577 | $399,577 |
| PIMCO BRAVO FUND II OFFSHORE FEEDER AIV I, LP | AT COST | $137,549 | $137,549 |
| PIMCO BRAVO FUND II SPECIAL ONSHORE FEEDER (TE), LP | AT COST | $108,978 | $108,978 |
| PIMCO INCOME FUND CLASS 12 | AT COST | $2,282,997 | $2,276,516 |
| PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND 1-2 | AT COST | $598,501 | $586,605 |
| PRINCIPAL MIDCAP FUND CLASS I | AT COST | $566,407 | $601,278 |
| T. ROWE PRICE GLOBAL STK FD | AT COST | $238,204 | $226,653 |
| EATON VANCE FLOATING RATE ADVANTAGE CL I | AT COST | $1,016,130 | $1,014,819 |
| BLACKROCK SCIENCE & TECHNOLOGY TRUST II | AT COST | $198,650 | $194,700 |
| BLACKROCK HEALTH SCIENCES TR II | AT COST | $270,260 | $253,600 |
| ISHARES CORE S&P SMALL-CAP ETF | AT COST | $155,753 | $148,863 |
| NEUBERGER BERMAN LARGE CAP VALUE FUND INSTITUTIONAL | AT COST | $326,503 | $331,945 |
| PIMCO DYNAMIC INCOME FD | AT COST | $528,886 | $508,976 |
| COLUMBIA MORTGAGE OPPORTUNITIES FUND CLASS INSTITUTIONAL | AT COST | $508,497 | $498,384 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,062 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,062 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV LIFE INSURANCE | Desc |
| BOY Book Value | $46,880 | BOYBookValueAmt |
| EOY Book Value | $32,041 | EOYBookValueAmt |
| EOYFMV | $32,041 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADDITIONAL BOOK DEPRECIATION IN EXCESS OF TAX DEPRECIATION | $24,450 |
| NON-DEDUCTIBLE DUES | $1,615 |
| BOOK TAX DIFFERENCE PE PREMIER BLACKSTONE ENERGY PARTNERS II OFFSHORE K-1 | $24,366 |
| BOOK TAX DIFFERENCE UBS FINANCIAL SERVICES INC. 1099 | $35,414 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $18,610 | $0 | $18,610 |
| BUSINESS EXPENSE | $3,347 | $0 | $3,347 |
| DIETARY | $179,116 | $0 | $179,116 |
| DUES & LICENSES | $12,864 | $0 | $12,864 |
| EMPLOYEE RECRUITMENT | $16,358 | $0 | $16,358 |
| INCONTINENT CARE | $612 | $0 | $612 |
| INSURANCE | $62,400 | $0 | $62,400 |
| INVESTMENT FEES | $30,834 | $30,834 | $0 |
| PROPERTY | $184,716 | $0 | $184,716 |
| LIFE INSURANCE | $28,497 | $0 | $28,497 |
| MANAGEMENT FEE | $53,536 | $26,768 | $26,768 |
| OFFICE EXPENSE | $67,154 | $0 | $67,154 |
| PURCHASED SERVICES | $31,585 | $0 | $31,585 |
| REPAIRS & MAINTENANCE | $86,500 | $0 | $86,500 |
| SNF SUPPLIES & THERAPIES | $310,370 | $0 | $310,370 |
| STAFF EDUCATION | $7,877 | $0 | $7,877 |
| SUPPLIES | $139,060 | $0 | $139,060 |
| TELEPHONE | $10,558 | $0 | $10,558 |
| UTILITIES | $156,520 | $0 | $156,520 |
| WORKMENS COMPENSATION | $45,289 | $0 | $45,289 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INVESTMENT INCOME FROM K-1 ACTIVITIES | $29,471 | $29,471 | $29,471 |
| NURSING HOMES | $3,842,946 | $3,842,946 | |
| ASSISTED LIVING | $496,256 | $496,256 | |
| OTHER | $167,239 | $167,239 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TAX DIFFERENCE AVISTA ONSHORE FEEDER FUND, LP K-1 | $4,919 |
| BOOK TAX DIFFERENCE PIMCO BRAVO FUND II OFFSHORE FEEDER AIV I, LP K-1 | $12,992 |
| BOOK TAX DIFFERENCE PIMCO BRAVO FUND II SPECIAL ONSHORE FEEDER (TE), LP K-1 | $17,355 |
| PRIOR PERIOD ADJUSTMENT | $3,188 |
| BOOK TAX DIFFERENCE ON SALE OF NURSING HOME | $21,810 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEPOSITS | $52,940 | $0 |
| INCOME TAX PAYABLE | $2,761 | $1,612 |
| PPP LOAN | $490,300 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NURSING HOME MANAGEMENT & OTHER | CategoryTxt |
| Amt | $264,363 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $264,363 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT | $7,626 | $0 | $0 |
| PAYROLL | $143,858 | $0 | $143,858 |
| PROPERTY | $80,487 | $0 | $80,487 |
Comments