THE FRANK AND MARGARET RACE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANK AND MARGARET RACE FOUNDATION INC (EIN 42-0925360)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202131339349102578
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T14:53:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13400 BISHOPS LANE SUITE 300 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420925360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK AND MARGARET RACE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 3193667300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 3RD AVE SE NO 269 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH R RUSO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193667300 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | RUSO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES B BOUTELLE CPA | PreparerPersonNm |
| PTIN | P01794129 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,525,710 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,367,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,037 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $102,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,836 | 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 |
| Other Prof Fees Rev And Expnss | $23,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,080 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,960 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,624 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,624 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,861 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,123 | CashBOYAmt |
| Cash EOY | $3,613 | CashEOYAmt |
| Cash EOYFMV | $3,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,131,609 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,297,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,297,650 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $128,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,608 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,368,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,525,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,525,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,368,192 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,525,710 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,368,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,525,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,368,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,525,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,368,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $187,089 | OtherIncreasesAmt |
| Subtotal | $2,525,710 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,525,710 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | $568,391 | $550,193 | $18,198 | $18,198 | |
| PUBLICLY TRADED SECURITIES - LPL 2906 | $798,203 | $743,576 | $54,627 | $54,627 | |
| CAPITAL GAINS DIVIDENDS | $825 | $825 | $825 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,385 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,385 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $215 | OverpaymentAmt |
| Applied To ES Tax | $215 | 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 | JOSEPH R RUSSO | IndividualWithBooksNm |
| Phone | 3193667300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 2ND STREET SE SUITE 200 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH R RUSSO | ||||||||
| 230 2ND ST SE | CEDAR RAPIDS | IA | 52401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALAN BRINKMAN | ||||||||
| 2335 LINDEN DR SE | CEDAR RAPIDS | IA | 52403 | SEC'Y/TREAS | 1.00 | $0 | $0 | $0 |
| DAWN MCDANIEL | ||||||||
| 425 SE 19TH ST | CAPE CORAL | FL | 33990 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SUSIE HARRISON | ||||||||
| 46-560A ARAPHOE | INDIAN WELLS | CA | 92210 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TONI BAIN | ||||||||
| 230 2ND ST SE | CEDAR RAPIDS | IA | 52401 | BOARD MEMBER | 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 | $2,008,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $89,507 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,292,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,292,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,257,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,385 | TotalTaxAmt |
| Distributable Before Adj | $111,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,502 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,502 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,445 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,502 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,548 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,605 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,834 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $45,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,057 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,057 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,930 | 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 | $21,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,605 | ExcessFromYear4Amt |
| Excess From Year3 | $5,834 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL NATIONS FAMILY | ||||||
| PO BOX 55 | GRANDVIEW | MO | 64030 | PUBLIC CHARITY | EMERGENCY FUND - WEIGELT FAMILY | $10,800 |
| CAMPUS CRUSADE | ||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| CROSSWINDS | ||||||
| 4150 ILLINOIS RD | FORT WAYNE | IN | 46804 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| HARVESTERS | ||||||
| 2001 WEST PLANO PARKWAY STE 3432 | PLANO | TX | 75075 | PUBLIC CHARITY | MISSIONARIES LANCE & KIM LEPP - SUPPORT | $4,000 |
| HIS HANDS | ||||||
| PO BOX 339 | CEDAR RAPIDS | IA | 52406 | PUBLIC CHARITY | FREE MEDICAL CLINIC - MEDICATION FUND SUPPORT | $5,232 |
| HOUSE OF HOPE | ||||||
| 1744 2ND AVE SE | CEDAR RAPIDS | IA | 52403 | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| INDOPARTNERS AGENCY | ||||||
| 550 W BASELINE RD 102-509 | MESA | AZ | 85210 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| INNER CITY IMPACT | ||||||
| 3327 W FULLERTON AVE | CHICAGO | IL | 60647 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||
| PO BOX 7895 | MADISON | WI | 537077895 | PUBLIC CHARITY | JULIE HUNTER - CREIGHTON UNIVERSITY | $8,000 |
| JESUS FILM PROJECT | ||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | PUBLIC CHARITY | SUPPORT - MICRO SD CARD, MASS DUPLICATOR | $3,240 |
| NEW MISSION SYSTEMS INTERNATIONAL (JPL BIBLE CHURCH) | ||||||
| 2701 S CLEVELAND AVE SUITE 200 | FORT MYERS | FL | 33901 | PUBLIC CHARITY | MISSIONARY SUPPORT - JUSTIN HANNEKAN FAMILY | $2,500 |
| PIONEER BIBLE TRANSLATORS | ||||||
| 2508 ROGERS BLVD | MANHATTAN | KS | 66502 | PUBLIC CHARITY | SUPPORT - TODD & ANGELA OWENS | $10,089 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC CHARITY | SUPPORT - SYRIAN REFUGEES AND SOUTH SUDAN | $6,000 |
| TEEN CHALLENGE | ||||||
| 5646 SEVENTH AVE | FORT MEYERS | FL | 33907 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| VOUS COLLEGE | ||||||
| 3100 NW 5 AVE | MIAMI | FL | 33127 | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 |
| WYCLIFFE BIBLE TRANSLATORS | ||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | PUBLIC CHARITY | JOHN & BECKY LEVERINGTON - SUPPORT | $2,500 |
| YOUTHS FOR CHRIST USA | ||||||
| PO BOX 4478 | ENGLEWOOD | CO | 80155 | PUBLIC CHARITY | SUPPORT - TRACEY STEELE | $2,000 |
| YWAM | ||||||
| PO BOX 3000 | GARDEN VALLEY | TX | 75771 | PUBLIC CHARITY | JIM & ANNA ROGERS - SCRIPTURE TRANSLATION | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,861 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,952 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,594 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,594 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - LPL #2906 | StockNm |
| EOY Book Value | $2,297,650 | EOYBookValueAmt |
| EOYFMV | $2,297,650 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HIGHLANDS REIT - LPL #0474 | FMV | $2,688 | $2,688 |
| COMMONWEALTH INCOME & GROWTH | FMV | $11,810 | $11,810 |
| INVENTRUST PROPERTIES - LPL #0474 | FMV | $17,684 | $17,684 |
| ANNUITY CONTRACT | FMV | $72,426 | $72,426 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ANNUITY PAYMENT | $9,017 | ||
| TAX INCOME FROM PARTNERSHIPS PER K-1S | $20 | $20 | $20 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR CHANGE IN UNREALIZED GAIN/LOSS IN FMV OF INVESTMENTS | Desc |
| Amt | $187,089 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $2,960 | $0 | $2,960 |
| INVESTEMENT FEES | $20,080 | $20,080 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $90 | $108 | $0 |
| 2020 EXCISE TAX ESTIMATED PAYMENTS | $1,550 | $0 | $0 |
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