BECKER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BECKER FAMILY FOUNDATION (EIN 20-1648227)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349101285
- Schema version
- 2019v5.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T11:28:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-15 | 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 | 2020-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $12,194,672 | 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 | $138,460 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,411 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,411 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $371,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $371,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $706,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $706,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $706,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,231,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,092,916 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,545 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,545 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $185 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $185 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,199 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,126 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $554,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $554,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $587,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $559,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $643,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,064,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,330 | CashBOYAmt |
| Cash EOY | $210,009 | CashEOYAmt |
| Cash EOYFMV | $210,013 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,367,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,809,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,984,659 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,405,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,019,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,194,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,405,985 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,019,380 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,405,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,019,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,405,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,019,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,405,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $643,471 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,049,456 | SubtotalAmt |
| Other Decreases | $30,076 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,019,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $706,605 | 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 | $21,288 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,288 | SubtotalAmt |
| Tax Based On Investment Income | $21,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,248 | TaxDueAmt |
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 | $10,983,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $547,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,530,613 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,530,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,357,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,288 | TotalTaxAmt |
| Distributable Before Adj | $546,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $546,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $546,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $559,395 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $559,395 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $559,395 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $500,925 | UndistributedIncomePYAmt |
| Qualifying Distributions | $559,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $500,925 | AppliedToYear1Amt |
| Applied To Current Year | $58,470 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $488,125 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 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 | $25,000 | |
| CASA DE PAZ | |||||||
| 2121 W 19TH ST | SIOUX CITY | IA | 51103 | NONE | OPERATIONAL | $1,000 | |
| CHRIST COMMUNITY CHURCH | |||||||
| 5501 GW CARVER | AMES | IA | 50010 | NONE | OPERATIONAL | $23,000 | |
| CORNERSTONE CHURCH | |||||||
| 56829 US 30 | AMES | IA | 50010 | NONE | OPERATIONAL | $100 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | OPERATIONAL | $75,000 | |
| FOOD AT FIRST | |||||||
| 515 6TH ST | AMES | IA | 50010 | NONE | OPERATIONAL | $2,500 | |
| FRIENDS OF OXBOW | |||||||
| 5731 COUNTY RD 105 NW | BYRON | MN | 55920 | NONE | OPERATIONAL | $500 | |
| FRIENDSHIP ARK | |||||||
| 130 S SHELDON AVE | AMES | IA | 50014 | NONE | OPERATIONAL | $100,000 | SUITE 203 |
| GILBERT CLAY COMMANDERS | |||||||
| 501 193RD ST | AMES | IA | 50010 | NONE | OPERATIONAL | $500 | |
| GILBERT EDUCATION FOUNDATION | |||||||
| 103 MATHEWS DRIVE | GILBERT | IA | 50105 | NONE | OPERATIONAL | $14,000 | |
| HARVEST VINEYARD CHURCH | |||||||
| 320 S 17TH ST | AMES | IA | 50010 | NONE | OPERATIONAL | $250 | |
| JUVENILE DIABETES RESEACH FOUNDATIO | |||||||
| 3580 EP TRUE PKWY | WEST DES MOINES | IA | 50265 | NONE | OPERATIONAL | $90,000 | SUITE 101 |
| 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 | $15,000 | |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NONE | OPERATIONAL | $500 | |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD | JENKINTOWN | PA | 19046 | NONE | OPERATIONAL | $50,000 | |
| STORY COUNTY COMMUNITY FOUNDATION | |||||||
| 416 DOUGLAS | AMES | IA | 50010 | NONE | OPERATIONAL | $20,000 | SUITE 202 |
| THE CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | NONE | OPERATIONAL | $12,500 | |
| THE GILBERT IOWA FIREFIGHTERS ASSOC | |||||||
| PO BOX 1 | GILBERT | IA | 50105 | NONE | OPERATIONAL | $5,000 | |
| THE NAVIGATORS | |||||||
| 3820 N 30TH STREET | COLORADO SPRINGS | CO | 80904 | NONE | OPERATIONAL | $2,500 | |
| THE SALVATION ARMY | |||||||
| 703 E LINCOLN WAY | AMES | IA | 50010 | NONE | OPERATIONAL | $15,000 | |
| UNITED WAY OF STORY COUNTY | |||||||
| 315 CLARK AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $30,000 | |
| WINGS OF REFUGE | |||||||
| 703 SOUTH OAK | IOWA FALLS | IA | 50126 | NONE | OPERATIONAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $554,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,411 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $371,819 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,081 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $706,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,092,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,092,916 | 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 | $138,460 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 820 SHARES APPLE INC | $229,838 | 2019-12-17 |
| 1 | 1500 SHARES CISCO | $69,345 | 2019-12-17 |
| 1 | 918 SHARES VOYA FINANCIAL INC | $53,675 | 2019-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,545 | Amt |
| Disbursements Charitable Prps | $4,545 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT 12709 | $1,499,649 | $1,937,774 |
| UBS ACCOUNT 12943 | $2,852,544 | $3,491,261 |
| UBS ACCOUNT 12944 | $3,959,467 | $3,772,104 |
| UBS ACCOUNT 12945 | $2,443,633 | $2,623,445 |
| UBS ACCOUNT 35798 | $54,078 | $160,075 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX PAID | $11,874 |
| TIMING DIFFERENCES | $18,202 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $27,126 | $27,126 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECURITIES LITIGATION | $24 | $24 |
| UBS 12945 MISC. INCOME | $1,057 | $1,057 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,199 | Amt |
| Net Investment Income | $1,199 | NetInvestmentIncomeAmt |