COONS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COONS FOUNDATION (EIN 39-1898965)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202031369349101468
- Schema version
- 2019v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T15:01:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT ST STE 1900 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503093912 | 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 | 391898965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COONS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENTON R COONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COON | BusinessNameControlTxt |
| Phone | 5159782954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S FOXTAIL CIR | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667639 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENTON COONS | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 5159782954 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY ANDERSON | PreparerPersonNm |
| PTIN | P00223704 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2020-05-11 | 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 | $6,604,931 | 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 | $61,821 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,587 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,587 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $223,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,936 | 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 |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $788 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $236,658 | CashBOYAmt |
| Cash EOY | $106,567 | CashEOYAmt |
| Cash EOYFMV | $106,567 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,894,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,881,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,609,484 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $850,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $850,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $888,880 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,981,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,837,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,604,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,981,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,837,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,981,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,837,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,981,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,837,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,981,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,885,627 | SubtotalAmt |
| Other Decreases | $47,815 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,837,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED INVESTMENTS | P | $196,256 | $320,655 | -$124,399 | -$124,399 |
| CAPITAL GAINS DIVIDENDS | P | $56,572 | $56,572 | $56,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$67,827 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $295,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,035,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $238,735 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,988,509 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039866 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $209,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,676,688 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036874 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,342 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,350,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047163 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $275,397 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,148,540 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053490 | DistributionYr5Rt |
| Total Distribution | 0.226425 | TotalDistributionRt |
| Average Distribution | 0.045285 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,018,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $272,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,662 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $302,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,633 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,633 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,512 | OverpaymentAmt |
| Applied To ES Tax | $1,512 | 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 | CHRISTINE S COONS | IndividualWithBooksNm |
| Phone | 5159782954 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S FOXTAIL CIR | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667639 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KENTON R COONS | ||||||||
| 783 S FOXTAIL CIR | WEST DES MOINES | IA | 50266 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTINE COONS | ||||||||
| 783 S FOXTAIL CIR | WEST DES MOINES | IA | 50266 | DIRECTOR/SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KEVIN COONS | ||||||||
| 3225 HILLCREST DRIVE | DES MOINES | IA | 50310 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYLE COONS | ||||||||
| 115 PHEASANT RUN RD | ARGYLE | TX | 76226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN DIXSON | ||||||||
| 47458 170TH AVE | CHARITON | IA | 50049 | DIRECTOR | 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 | $6,005,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,109,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,109,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,018,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,121 | TotalTaxAmt |
| Distributable Before Adj | $298,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,087 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,087 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,121 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $282,240 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $282,240 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $278,949 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENTON R COONS | ContributingManagerNm |
| Contributing Manager | CHRISTINE COONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPANOOSE COUNTY HISTORICAL SOCIETY | |||||||
| 100 WEST MAPLE STREET | CENTERVILLE | IA | 52544 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| BLANK CHILDREN'S HOSPITAL | |||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATIONS | $55,000 |
| CHARITON SCHOOLS | |||||||
| 501 N GRAND | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $6,600 |
| CITY OF RUSSELL | |||||||
| 115 S MAPLE | RUSSELL | IA | 50238 | NONE | GOV | GENERAL OPERATIONS | $16,700 |
| CORAM DEO ACADEMY | |||||||
| 4900 WICHITA TRAIL | FLOWER MOUND | TX | 75022 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT ST | DES MOINES | IA | 503092148 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 2210 WALNUT ST STE 2 | DES MOINES | IA | 503099933 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| PO BOX 672 | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $12,000 |
| HELP HOPE LIVE | |||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| HOPE LEARNING (4TH OF JULY COMMITTEE) | |||||||
| 1920 COURT AVE | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| HUMANE SOCIETY OF LUCAS COUNTY | |||||||
| 118 E LINCOLN | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| HUMESTON PUBLIC LIBRARY | |||||||
| 113 BROAD STREET PO BOX 672 | HUMESTON | IA | 50123 | NONE | GOV | GENERAL OPERATIONS | $2,000 |
| INTERCHURCH COUNCIL OF LUCAS COUNTY | |||||||
| PO BOX 464 | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| IOWA PUBLIC TELEVISION FOUNDATION | |||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PC | GENERAL OPERATIONS | $8,000 |
| JOHN L LEWIS MUSEUM | |||||||
| 102 DIVISION | LUCAS | IA | 50151 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| LIVING HISTORY FARMS | |||||||
| 2600 111TH ST | URBANDALE | IA | 50322 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| NUTRITIONAL RESEARCH FOUNDATION | |||||||
| 4 WALTER FORAN BLVD SUITE 408 | FLEMINGTON | NJ | 08822 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| SCIENCE CENTER OF IOWA | |||||||
| 401 W MARTIN LUTHER JR PKWY | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| UCM FOUNDATION | |||||||
| TRG 210 | WARRENSBURG | MO | 64093 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444450 | NONE | GOV | GENERAL OPERATIONS | $2,000 |
| WESLEYLIFE RETIREMENT SERVICES | |||||||
| 5508 NW 88TH | JOHNSTON | IA | 50131 | NONE | PC | GENERAL OPERATIONS | $56,000 |
| WILLIAM WOODS UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | FULTON | MO | 65251 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| LUCAS COUNTY HEALTH CENTER FOUNDATION | |||||||
| 1200 NORTH 7TH STREET | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $32,000 |
| LUCAS COUNTY SALVATION ARMY | |||||||
| PO BOX 672 | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| LUCAS COUNTY PRESERVATION ALLIANCE | |||||||
| 831 BRADEN AVE | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,587 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$67,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,109 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTON AND CHRISTINE COONS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S FOXTAIL CR | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $61,821 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SH OF MICROSOFT BASIS $4,950, 200 SH JP MORGAN BASIS $7,245, 50 SH JP MORGAN BASIS $1,811 | NoncashPropertyDesc |
| Fair Market Value | $61,821 | FairMarketValueAmt |
| Received | 2019-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $787 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LEGION (THE) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58 201 SOUTH MAIN ST | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-11-05 | GrantDt |
| Grant | $2,000 | GrantAmt |
| Purpose Of Grant | AMOUNT WAS GIVEN OUT IN NOVEMBER 2018, NO ADDITIONAL AMOUNTS WERE GIVEN OUT IN 2019. THE AMERICAN LEGION DISPERSED THE FUNDS FOR HANDICAPPED PARKING FOR THE LUCAS COUNTY VETERANS MEMORIAL PARK AND THE PROJECT WAS VERIFIED COMPLETE IN JULY 2019. | PurposeOfGrantTxt |
| Expended By Grantee | $2,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 07/04/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-07-04 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AXIS CAPITAL HOLDINGS | $200,000 | $200,080 |
| BB&T CORPORATION | $200,000 | $218,240 |
| BRUNSWICK CORP | $200,000 | $203,360 |
| FIRST REPUBLIC | $250,000 | $267,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $143,811 | $434,217 |
| AT&T INC | $307,844 | $453,328 |
| CHEVRON CORP | $70,188 | $108,459 |
| EXXON MOBIL CORP | $225,610 | $244,230 |
| INTEL CORP | $256,083 | $778,050 |
| JPMORGAN CHASE & CO | $91,699 | $383,350 |
| JOHNSON AND JOHNSON | $270,723 | $656,415 |
| MICROSOFT CORP | $12,240 | $78,850 |
| OCCIDENTAL PETE CORP | $155,600 | $164,840 |
| PFIZER INC | $180,020 | $430,980 |
| VERIZON COMMUNICATIONS | $239,559 | $307,000 |
| PRINCIPAL REAL ESTATE INCOME | $306,842 | $380,160 |
| SECTOR SPDR UTILITIES | $117,160 | $258,480 |
| AMERICAN FUNDAMENTAL INVESTORS FUND | $347,808 | $548,170 |
| AMERICAN GROWTH FUND | $156,058 | $382,955 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON DONATED STOCK | Desc |
| Amt | $47,815 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEE | CategoryTxt |
| Amt | $23,039 | Amt |
| Net Investment Income | $23,039 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |