BECKER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BECKER FAMILY FOUNDATION (EIN 20-1648227)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349103491
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:40:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812818495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PYLE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 5TH ST STE 201 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201648227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECK | BusinessNameControlTxt |
| Phone | 5152311544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1806 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY BECKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5152311544 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN L PYLE | PreparerPersonNm |
| PTIN | P00443611 | PTIN |
| Phone | 5152322193 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $9,837,486 | 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 | $220,079 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $423,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $423,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,018 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $847,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $627,131 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,600 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,227 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $541,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $305,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $257,940 | CashBOYAmt |
| Cash EOY | $38,330 | CashEOYAmt |
| Cash EOYFMV | $38,333 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,902,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,367,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,799,153 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,160,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,405,985 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,837,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,160,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,405,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,160,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,405,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,160,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,405,985 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,160,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $305,651 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,465,664 | SubtotalAmt |
| Other Decreases | $59,679 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,405,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,018 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,034 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,034 | SubtotalAmt |
| Tax Based On Investment Income | $12,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $166 | OverpaymentAmt |
| Applied To ES Tax | $166 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARON BECKER | IndividualWithBooksNm |
| Phone | 5152311544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1806 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY BECKER | ||||||||
| PO BOX 1806 | AMES | IA | 50010 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON BECKER | ||||||||
| PO BOX 1806 | AMES | IA | 50010 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,935,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $531,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,467,415 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,467,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,310,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $515,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $515,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,034 | TotalTaxAmt |
| Distributable Before Adj | $503,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $503,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $503,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,147 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $516,147 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $516,147 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $503,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $497,626 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $15,960 | TotalForPriorYearsAmt |
| Qualifying Distributions | $516,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $497,626 | AppliedToYear1Amt |
| Applied To Prior Years | $15,960 | AppliedToPriorYearsAmt |
| Applied To Current Year | $2,561 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $500,925 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY BECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMES HISTORICAL SOCIETY | |||||||
| 416 DOUGLAS 101 | AMES | IA | 50010 | NONE | OPERATIONAL | $1,000 | |
| BEAT CANCER TODAY | |||||||
| PO BOX 490 | SWISHER | IA | 52338 | NONE | OPERATIONAL | $2,500 | |
| BETHLEHEM HOUSE | |||||||
| 2301 SOUTH 15TH ST | OMAHA | NE | 68108 | NONE | OPERATIONAL | $20,000 | |
| CAMP COURAGEOUS | |||||||
| 12007 190TH ST | MONTICELLO | IA | 52310 | NONE | OPERATIONAL | $30,000 | |
| CAMP HERTKO HOLLOW | |||||||
| 501 GRAND AVE | DES MOINES | IA | 50309 | NONE | OPERATIONAL | $30,000 | |
| CHRIST COMMUNITY CHURCH | |||||||
| 5501 GW CARVER | AMES | IA | 50010 | NONE | OPERATIONAL | $27,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | OPERATIONAL | $30,000 | |
| FOOD AT FIRST | |||||||
| 515 6TH ST | AMES | IA | 50010 | NONE | OPERATIONAL | $2,500 | |
| FRIENDSHIP ARK | |||||||
| 130 S SHELDON AVE | AMES | IA | 50014 | NONE | OPERATIONAL | $60,000 | SUITE 203 |
| GILBERT EDUCATION FOUNDATION | |||||||
| 103 MATHEWS DRIVE | GILBERT | IA | 50105 | NONE | OPERATIONAL | $23,250 | |
| GILBERT FCA | |||||||
| 312 GRETTEN ST | GILBERT | IA | 50102 | NONE | OPERATIONAL | $2,500 | |
| GILBERT HISTORICAL SOCIETY | |||||||
| PO BOX 33 | GILBERT | IA | 50105 | NONE | OPERATIONAL | $1,000 | |
| INFORMED CHOICE OF IOWA | |||||||
| PO BOX 2537 | IOWA CITY | IA | 52240 | NONE | OPERATIONAL | $11,000 | |
| JUVENILE DIABETES RESEACH FOUNDATIO | |||||||
| 3580 EP TRUE PKWY | WEST DES MOINES | IA | 50265 | NONE | OPERATIONAL | $90,000 | SUITE 101 |
| LAKE VIEW CAMP | |||||||
| PO BOX 836 | PELLA | IA | 50219 | NONE | OPERATIONAL | $100 | |
| MARTHA'S HOUSE OF HOPE | |||||||
| PO BOX 305 | AMES | IA | 50010 | NONE | OPERATIONAL | $5,000 | |
| MARY GREELEY FOUNDATION | |||||||
| 1111 DUFF AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $5,000 | |
| MATTHEW HOUSE | |||||||
| PO BOX 1906 | AMES | IA | 50010 | NONE | OPERATIONAL | $20,000 | |
| THE CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | NONE | OPERATIONAL | $12,500 | |
| UNITED WAY OF STORY COUNTY | |||||||
| 315 CLARK AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $29,500 | |
| VARIETY THE CHILDREN'S CHARITY OF I | |||||||
| 505 5TH AVE | DES MOINES | IA | 50309 | NONE | OPERATIONAL | $18,500 | SUITE 310 |
| AMES POLICE FOUNDATION | |||||||
| 515 CLARK AVENUE | AMES | IA | 50010 | NONE | OPERATIONAL | $500 | |
| BOYS AND GIRLS CLUB OF STORY COUNTY | |||||||
| 210 S 5TH ST | AMES | IA | 50010 | NONE | OPERATIONAL | $500 | |
| ASCENSION LUTHERAN CHURCH | |||||||
| 2400 BLOOMINGTON RD | AMES | IA | 50010 | NONE | OPERATIONAL | $100 | |
| CYCLONE REGIONAL TRAINING CENTER | |||||||
| 3103 NW 89TH AVE | ANKENY | IA | 50023 | NONE | OPERATIONAL | $500 | |
| THE EVANGICAL FREE CHURCH OF AMERIC | |||||||
| 901 E 78TH STREET | BLOOMINGTON | MN | 55420 | NONE | OPERATIONAL | $3,780 | |
| GILBERT ATHLETIC BOOSTER CLUB | |||||||
| PO BOX 41 | GILBERT | IA | 50105 | NONE | OPERATIONAL | $1,000 | |
| CENTRAL IOWA FELLOWSHIP OF CHRISTIA | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | OPERATIONAL | $50,000 | |
| THE NAVIGATORS | |||||||
| 3820 N 30TH STREET | COLORADO SPRINGS | CO | 80904 | NONE | OPERATIONAL | $2,500 | |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NONE | OPERATIONAL | $500 | |
| THE SALVATION ARMY | |||||||
| 703 E LINCOLN WAY | AMES | IA | 50010 | NONE | OPERATIONAL | $15,000 | |
| SENIOR ALUMNI SCHOLARSHIP FOUNDATIO | |||||||
| PO BOX 205 | ATLANTIC | IA | 50022 | NONE | OPERATIONAL | $500 | |
| FIRST UNITED METHODIST CHURCH | |||||||
| 516 KELLOGG AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $250 | |
| WINGS OF REFUGE | |||||||
| 703 SOUTH OAK | IOWA FALLS | IA | 50126 | NONE | OPERATIONAL | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,480 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,551 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $622,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,551 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $627,131 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | JEFF BECKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST RIVERSIDE ROAD | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $220,079 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHARES MICROSOFT CORP | $201,930 | 2018-12-28 |
| 1 | 1000 SHARES DEER AND CO | $146,225 | 2018-12-28 |
| 1 | 2632 SHARES VOYA FINANCIAL INC | $104,583 | 2018-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,600 | Amt |
| Disbursements Charitable Prps | $4,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT 12709 | $2,073,755 | $2,250,579 |
| UBS ACCOUNT 12943 | $2,689,772 | $2,809,711 |
| UBS ACCOUNT 12944 | $2,659,488 | $1,906,460 |
| UBS ACCOUNT 12945 | $2,724,561 | $2,374,445 |
| UBS ACCOUNT 35798 | $220,079 | $457,958 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX PAID | $23,603 |
| TIMING DIFFERENCES | $36,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $24,183 | $24,183 | |
| OFFICE EXPENSE | $67 | $67 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,227 | Amt |
| Net Investment Income | $1,227 | NetInvestmentIncomeAmt |