BETA

DEB & BOB PULVER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DEB & BOB PULVER FOUNDATION (EIN 46-3734956)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202121319349102587
Schema version
2020v4.1
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)
Return2021-05-11T16:10:33-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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)
PersonROBERT G PULVERPersonNm
Person TitlePRESIDENT/SECRETARY/DIRECTORPersonTitleTxt
Phone5154532530PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHY FAIRCHILDPreparerPersonNm
PTINP00222608PTIN
Phone5155586600PhoneNum
Preparation2021-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$442,677FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$936,704ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$351,422NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,078,771GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$351,422CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,289,656TotalRevAndExpnssAmt
Total Net Invst Incm$352,952TotalNetInvstIncmAmt
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$2,394AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,197AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,197AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$582OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$582OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,173TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,197TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$561,388ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$561,388ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$568,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,779TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$562,585TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$721,119ExcessRevenueOverExpensesAmt
Net Investment Income$351,173NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,488SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,629SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,629SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$12,636CorporateStockEOYAmt
Corporate Stock EOYFMV$12,820CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$406,752OtherInvestmentsEOYAmt
Other Investments EOYFMV$410,228OtherInvestmentsEOYFMVAmt
Total Assets BOY$67,488TotalAssetsBOYAmt
Total Assets EOY$439,017TotalAssetsEOYAmt
Total Assets EOYFMV$442,677TotalAssetsEOYFMVAmt
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$67,488RetainedEarningBOYAmt
Retained Earning EOY$439,017RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$67,488TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$439,017TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,488TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$439,017TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,488TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$721,119ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$788,607SubtotalAmt
Other Decreases$349,590OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$439,017TotNetAstOrFundBalancesEOYAmt

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$1,078,771GrossSalesPriceAmt
Cost Or Other Basis$727,349CostOrOtherBasisAmt
Gain Or Loss$351,422GainOrLossAmt
Gains Minus Excess Or Losses$351,422GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$351,422CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,881InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,881SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,881TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,681TaxDueAmt

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$211,524AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,559AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$255,083TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$255,083AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,826CashDeemedCharitableAmt
Net Vl Noncharitable Assets$251,257NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,563MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,563MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,881TaxBasedOnInvestmentIncomeAmt
Total Tax$4,881TotalTaxAmt
Distributable Before Adj$7,682DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,682DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,682DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$562,585ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$562,585QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$562,585AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,682DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$352,812ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$511,649ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$418,198ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,434ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$735,475ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,020,568TotalExcessDistributionCyovAmt
Qualifying Distributions$562,585QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,682AppliedToCurrentYearAmt
Remaining Distri From Corpus$554,903RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,575,471TotalCorpusAmt
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$352,812ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,222,659ExcessDistriCyovToNextYrAmt
Excess From Year4$511,649ExcessFromYear4Amt
Excess From Year3$418,198ExcessFromYear3Amt
Excess From Year2$2,434ExcessFromYear2Amt
Excess From Year1$735,475ExcessFromYear1Amt
Excess From Current Year$554,903ExcessFromCurrentYearAmt

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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF CENTRAL IOWA
1421 WALKER STREETDES MOINESIA50316NONEPCGENERAL OPERATING BUDGET$3,000
CYSTIC FIBROSIS FOUNDATION - IOWA CHAPT
1501 42ND STREET SUITE 230WEST DES MOINESIA50266NONEPCGENERAL OPERATING BUDGET$1,000
DES MOINES PASTORAL COUNSELING CENTER
8553 URBANDALE AVENUEURBANDALEIA50322NONEPCGENERAL OPERATING BUDGET$1,000
DES MOINES WINE FESTIVAL FOUNDATION
1011 LOCUST STDES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$1,680
IOWA STATE UNIVERSITY FOUNDATION
2505 UNIVERSITY BLVDAMESIA50010NONEPCGENERAL OPERATING BUDGET$35,000
MANHATTAN COLLEGE
4513 MANHATTAN COLLEGE PKWYBRONXNY10471NONEPCGENERAL OPERATING BUDGET$400,000
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL IOWA
1441 PLEASANT STREETDES MOINESIA50314NONEPCGENERAL OPERATING BUDGET$25,000
UNITY POINT HEALTH - DES MOINES FOUNDATION
1415 WOODLAND AVE SUITE E-200DES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$7,000
VARIETY - THE CHILDREN'S CHARITY IN IOWA
505 5TH AVENUE SUITE 310DES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$3,208
CHILDSERVE FOUNDATION
PO BOX 707JOHNSTONIA50131NONEPCGENERAL OPERATING BUDGET$25,000
EVERYSTEP FOUNDATION
3000 EASTON BLVDDES MOINESIA50317NONEPCGENERAL OPERATING BUDGET$25,000
MERCYONE DES MOINES FOUNDATION
411 LAUREL SUITE 2250DES MOINESIA50314NONEPCGENERAL OPERATING BUDGET$22,000
NEW CHAPTERS
1784 BURR OAK DRWEST DES MOINESIA50266NONEPCGENERAL OPERATING BUDGET$2,000
WEST DES MOINES COMMUNITY SCHOOL FOUNDATION
3550 MILLS CIVIC PARKWAYWEST DES MOINESIA50265NONEPCGENERAL OPERATING BUDGET$5,000
CHILDREN AND FAMILY URBAN MINISTRIES
PO BOX 41125DES MOINESIA50311NONEPCGENERAL OPERATING BUDGET$1,000
IOWA FOUNDATION FOR AGRICULTURAL ADVANCEMENT
10550 NEW YORK AVEURBANDALEIA50322NONEPCGENERAL OPERATING BUDGET$1,000
COMMUNITY FOUNDATION OF GREATER DES MOINES-SAGE OVER 70
1915 GRAND AVENUEDES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$1,000
YOUNG WOMEN'S RESOURCE CENTER
818 5TH AVENUEDES MOINESIA50309NONEPCGENERAL OPERATING BUDGET$1,000
ARIZONA HUMANE SOCIETY
1521 W DOBBINS ROADPHOENIXAZ85041NONEPCGENERAL OPERATING BUDGET$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$561,388TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,530ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$351,422ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Desc2018 INCOME TAX REFUNDDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$352,952ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$352,952TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship Statement2018 INCOME TAX REFUNDRelationshipStatementTxt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT PULVERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11310 TULIP TREE LANEAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Total Contributions$936,704TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$936,704FairMarketValueAmt
Received2020-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$2,394Amt
Net Investment Income$1,197NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,197DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockARES CAPITAL CORPStockNm
EOY Book Value$12,636EOYBookValueAmt
EOYFMV$12,820EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500AT COST$96,076$97,226
ISHARES IBOXX INVT GRADAT COST$11,442$11,465
ISHARES RUSSELL MID CAPAT COST$43,450$44,146
ISHARES RUSSELL TOP 200AT COST$37,859$38,012
ISHARES RUSSELL 2000AT COST$13,111$13,332
ISHARES TR IS 1 5 YR INAT COST$12,611$12,634
SCHWAB US TIPS ETFAT COST$17,195$17,321
VANGUARD FTSE DEVELOPEDAT COST$28,361$28,279
VANGUARD TOTAL BONDAT COST$39,989$40,127
BLACKROCK STRATEGIC INCOAT COST$35,714$35,747
PRINCIPAL HIGH YIELD INSAT COST$11,450$11,468
GRIFFIN INSTL ACCESS REAAT COST$16,780$16,846
JPMORGAN EMERGING MARKETAT COST$15,587$16,176
OAKMARK INTERNATIONAL ADAT COST$18,613$18,871
VANGUARD REAL ESTATEAT COST$8,514$8,578

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX BASIS DIFFERENCE ON PUBLICLY TRADED SECURITIES SOLDDesc
Amt$349,590Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$582Amt
Net Investment Income$582NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 FEDERAL EXCISE TAX ESTIMATESCategoryTxt
Amt$4,173Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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