2021-04-13T15:55:49-05:00 2020-12-31 421462849 LWBJ LLP 1530 SOUTH DUFF AVE SUITE 2 AMES IA 50010 990PF 2020-01-01 421308651 DANIEL J & ANN L KRUMM CHARITABLE TR DANI 5152456210 2369 210TH STREET AMES IA 50014 DAVID KRUMM TRUSTEE 5152456210 2021-03-31 1 DAVID KRUMM 999009999 KYLE WOIWOOD P01518443 5152331975 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5242351 X X 9102 9102 136444 136444 -49556 4788011 0 2950 2950 0 98940 148496 0 0 0 0 0 1000 0 0 0 28087 28087 0 0 414 414 0 0 29501 28501 0 0 212000 212000 241501 28501 0 212000 -142561 119995 0 10947 24488 24488 2004946 2138623 2863771 2487766 2100069 2190817 52082 150000 163275 4555741 4413180 5242351 0 0 X 4121465 4121465 0 0 434276 291715 4555741 4413180 4555741 4413180 4555741 -142561 0 4413180 0 4413180 UBS 16204 P 38633 47935 -9302 -9302 UBS 16204 P 88258 62072 26186 26186 UBS 16173 P 4468320 4578316 -109996 -109996 UBS 16173 P 154179 149244 4935 4935 CAPITAL GAINS DIVIDENDS P 38621 38621 38621 -49556 -119298 1668 0 1668 0 1668 6760 0 0 0 6760 0 5092 5092 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 0 N/A UBS FINANCIAL SERVICES INC 5152220585 5465 MILLS CIVIC PARKWAY SUITE 301 WEST DES MOINES IA 502665321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIMOTHY J KRUMM 122 S LINN STREET IOWA CITY IA 52240 TRUSTEE 1.00 0 0 0 DAVID J KRUMM 122 S LINN STREET IOWA CITY IA 52240 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4466744 17717 0 4484461 0 0 4484461 67267 4417194 220860 220860 1668 1668 219192 0 219192 0 219192 212000 0 212000 0 212000 219192 211208 0 0 212000 211208 0 0 792 0 0 0 0 0 0 0 0 218400 0 0 0 TIMOTHY J KRUMM 122 S LINN STREET IOWA CITY IA 52240 8882220814 NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED NONE ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. 4 FEATHERS DEVELOPMENT 2369 210TH STREET AMES IA 50014 NONE PC GENERAL OPERATING 5000 CENTRAL IOWA SYMPHONY PO BOX 1080 AMES IA 50014 NONE PC GENERAL OPERATING 1000 COMMUNITY FOUNDATION OF JOHNSON COUNTY 501 12TH AVENUE SUITE 102 CORALVILLE IA 52241 NONE PC GENERAL OPERATING 5000 DES MOINES CHORAL SOCIETY PO BOX 31007 DES MOINES IA 50310 NONE PC GENERAL OPERATING 1000 DES MOINES METRO OPERA 106 WEST BOSTON AVENUE INDIANOLA IA 501251836 NONE PC GENERAL OPERATING 45000 EMPOWER TANZANIA 5414 CERVANTES DRIVE AMES IA 50014 NONE PC GENERAL OPERATING 8000 EVANGELICAL CHURCH IN AMERICA 8765 WEST HIGGINS ROAD CHICAGO IL 60631 NONE PC GENERAL OPERATING 10000 IOWA COLLEGE FUND 505 5TH AVENUE SUITE 1034 DES MOINES IA 50309 NONE PC GENERAL OPERATING 2000 IOWA NATURAL HERITAGE FOUNDATION 505 5TH AVENUE SUITE 444 DES MOINES IA 503092321 NONE PC GENERAL OPERATING 20000 IOWA PUBLIC TELEVISION FOUNDATION PO BOX 6400 JOHNSTON IA 50131 NONE PC GENERAL OPERATING 30000 IOWA STATE UNIVERSITY 149 MUSIC HALL AMES IA 500112180 NONE PC GENERAL OPERATING 1000 KRUMM FAMILY FOUNDATION 2369 210TH STREET AMES IA 50014 NONE PC GENERAL OPERATING 30000 OGLALA SIOUX TRIBE PARTNERS PO BOX 3001 PINE RIDGE SD 57770 NONE PC GENERAL OPERATING 5000 STRENGTHEN GROW EVOLVE 221 E WASHINGTON STREET IOWA CITY IA 52240 NONE PC GENERAL OPERATING 5000 TROUT UNLIMITED PO BOX 7400 WOOLLY BUGGER WV 254387400 NONE PC GENERAL OPERATING 1500 TURNEFFE ATOLL TRUST PO BOX 10670 BOZEMAN MT 59719 NONE PC GENERAL OPERATING 2500 UNITED WAY OF JOHNSON & WASHINGTON COUNTIES 1150 5TH STREET SUITE 290 CORALVILLE IA 52241 NONE PC GENERAL OPERATING 30000 UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT ONE WEST PARK ROAD IOWA CITY IA 52242 NONE PC GENERAL OPERATING 10000 212000 0 14 9102 14 136444 01 2950 18 -49556 0 98940 0 98940 0 0 0 0 0 0 0 0 0 0 TAX PREP FEE 1000 0 0 0 UBS - 16173 2100069 2190817 UBS - 16173 1783190 2365756 UBS - 16204 355433 498015 UBS - 16173 AT COST 150000 163275 OTHER INCOME 2950 2950 0 ASSET MANAGEMENT FEE 28087 28087 0 0 FOREIGN TAXES PAID 414 414 0 0