VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202001959349101815
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T15:00:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | 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 | 426477722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET G YOUNG CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5152452424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEE MINTON VIERGGER | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Phone | 5152452424 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2020-07-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ADBE697E55F5BF9BF03F09C3F71DA7D09776EF75 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 330CF9187F0033A39099463FDC21DB690432C24A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,773,206 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,991 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$595 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $144,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,749 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,050 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,025 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,025 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,714 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $857 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $857 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,272 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,889 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,889 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,978 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $976,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $992,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,102,504 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $620,476 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $642,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $638,724 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,616,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,666,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,773,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,616,352 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,666,971 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,616,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,616,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,666,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,616,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,390 | OtherIncreasesAmt |
| Subtotal | $1,666,971 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 29.781 GLDMN SCHS-INTL EQ INSG-INST | 2018-09-05 | 2019-03-21 | $370 | $390 | -$20 | -$20 | |
| 28.378 MFS INTERNATIONAL GROWTH-I | 2019-03-21 | $1,060 | $839 | $221 | $221 | ||
| 71. BTC STOCK FUND | 2003-03-04 | 2019-03-21 | $10,748 | $10,426 | $322 | $322 | |
| 30.343 MFS INTERNATIONAL GROWTH-I | 2015-08-14 | 2019-11-22 | $1,221 | $922 | $299 | $299 | |
| 337. BTC STOCK FUND | 2003-03-04 | 2019-11-22 | $56,733 | $54,003 | $2,730 | $2,730 | |
| 94.361 GLDMN SCHS-INTL EQ INSG-INST | 2018-09-05 | 2019-12-23 | $1,222 | $1,237 | -$15 | -$15 | |
| 53.824 GLDMN SCHS E/M EQ INSG-INST | 2017-04-10 | 2019-12-23 | $523 | $487 | $36 | $36 | |
| 15.805 MFS INTERNATIONAL GROWTH-I | 2015-08-14 | 2019-12-23 | $654 | $480 | $174 | $174 | |
| 22.777 TWEEDY BROWNE GLOBAL VALUE | 2018-09-05 | 2019-12-23 | $639 | $651 | -$12 | -$12 | |
| 883.921 BTC BOND FUND | 2007-04-03 | 2019-12-23 | $9,122 | $9,007 | $115 | $115 | |
| 66.876 BTC STOCK FUND | 2019-12-23 | $11,632 | $10,978 | $654 | $654 | ||
| 78.728 BTC SMALL CAP FUND | 2015-02-25 | 2019-12-23 | $1,023 | $922 | $101 | $101 | |
| CAPITAL GAIN DIVIDENDS | $248 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,991 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,926 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,668,154 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,946 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,599,919 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049344 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,937 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,572,158 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,110 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,682,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,690,952 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046208 | DistributionYr5Rt |
| Total Distribution | 0.24195 | TotalDistributionRt |
| Average Distribution | 0.04839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,675,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,100 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,324 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,271 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $447 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $22,050 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,669,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,701,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,701,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,675,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,647 | TotalTaxAmt |
| Distributable Before Adj | $81,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $81,271 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,887 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,887 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,384 | 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 | $68,767 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEE VIEREGGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152452937 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF GRANT INCLUDING STATEMENT ORGANIZATION IS 501(C)(3) EXEMPT, THE AMOUNT OF THE REQUEST, AND DESCRIPTION OF PROGRAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| YMCA AMES-IOWA STATE UNIVERSITY | ||||||||
| C1102A KNAPP-STORMS DINING | 808 HAYWARD AVENUE | AMES | IA | 50013 | NONE | PC | GENERAL | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | PC | SCIENTIFIC-MEDICAL CARE TO | $500 | |
| ANIMAL WELFARE INSTITUTE | ||||||||
| PO BOX 3650 | WASHINGTON | DC | 20027 | NONE | PC | GENERAL | $1,000 | |
| FRIENDS OF THE GRANGER PUBLIC LIBRARY | ||||||||
| PO BOX 402 | GRANGER | IA | 50109 | NONE | PC | GENERAL | $500 | |
| WOUNDED WARRIORS FAMILY SUPPORT | ||||||||
| 11218 JOHN GALT BLVD SUITE 103 | OMAHA | NE | 68137 | NONE | PC | GENERAL | $1,000 | |
| MISS KITTYS CAT HOUSE | ||||||||
| 302 N ALCORN ST | PRESCOTT | AZ | 86301 | NONE | EXEMPT | ANIMAL RESCUE | $2,000 | |
| FLAGSTAFF SHELTER SERVICES | ||||||||
| 216 W PHOENIX AVE | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HUMANIARIAN-PROVIDE SHELTER | $500 | |
| INFINITY FOUNDATION | ||||||||
| 174 NASSAU ST 400 | PRINCETON | NJ | 08542 | NONE | PC | GENERAL | $5,533 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $1,000 | |
| GREATER DES MOINES HABITAT FOR HUMANITY | ||||||||
| 2200 E EUCLID AVE | Des Moines | IA | 50317 | NONE | PC | HOMEOWNERSHIP | $500 | |
| FURRY FRIENDS REFUGE | ||||||||
| 9235 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | HUMANITARIAN CARE OF | $1,107 | |
| FLAGSTAFF PAWS TO READ | ||||||||
| 4850 N DATURA RD | FLAGSTAFF | AZ | 86001 | NONE | PC | GENERAL | $750 | |
| GRIMES LIBRARY | ||||||||
| 200 N JAMES ST | GRIMES | IA | 50111 | NONE | PC | CHARITABLE-LIBRARY BOOKS | $500 | |
| FLAGSTAFF COMMUNITY BAND | ||||||||
| PO BOX 2423 | FLAGSTAFF | AZ | 86003 | NONE | EXEMPT | EDUCATIONAL - FURTHERMENT | $500 | |
| RONALD MCDONALD HOUSE | ||||||||
| CHARITIES | ONE KROC DR | OAK BROOK | IL | 60523 | NONE | PC | MEDICAL-RESEACH FOR CANCER | $1,000 |
| WORLD FOOD PROGRAM | ||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | WORLD HUNGER ASSISTANCE | $500 | |
| ANIMAL RESCUE LEAGUE OF | ||||||||
| IOWA | 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PC | CHARITABLE-HUMANE TREATMENT | $2,200 |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| 7225 NW 58TH ST | JOHNSTON | IA | 50131 | NONE | PC | MEDICAL-TREATMENT OF | $1,000 | |
| BETHEL MISSION | ||||||||
| 1610 6TH AVENUE | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-MENS RELIEF | $500 | |
| IOWA NATURAL HERITAGE FOUNDATION | ||||||||
| 505 5TH AVE 444 | DES MOINES | IA | 50309 | NONE | PC | EDUCATION | $500 | |
| FOOD BANK OF IOWA | ||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PC | HUMANITARIAN-ALLIVIATE | $1,107 | |
| HOUSE OF MERCY WOMEN | ||||||||
| CHILDREN SERVICES | 1409 CLARK ST | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-HOUSING | $500 |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | PC | CHARITABLE-ANIMAL RESCUE | $1,107 | |
| PLANNED PARENTHOOD OF | ||||||||
| GREATER IOWA | 851 19TH ST | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-REPRODUCTIVE | $1,000 |
| BAILING OUT BENJI | ||||||||
| PO BOX 203 | AMES | IA | 50010 | NONE | PC | GENERAL | $1,844 | |
| DALLAS CENTER GRIMES EDUCATION FOUNDATIO | ||||||||
| PO BOX 945 | GRIMES | IA | 50111 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $500 | |
| DIANE FOSSEY GORILLA FUND | ||||||||
| INTERNATIONAL | 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | EXEMPT | CHARITABLE - ANIMAL | $1,107 |
| ENVIRONMENT & ENERGY STUDY INSTITUTE | ||||||||
| 1112 16TH ST NW STE 300 | Washington | WA | 20036 | NONE | PC | ENVIRONMENTAL RESEARCH | $500 | |
| DISABLED AMERICAN VETERANS CHARITABLE | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PC | GENERAL | $1,000 | |
| AMAZON CONSERVATION ASSOCIATION | ||||||||
| 1012 14TH STREET NW SUITE 625 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $1,107 | |
| NATURE CONSERVANCY | ||||||||
| 505 5TH AVE STE 930 | DES MOINES | IA | 50309 | NONE | PC | SCIENTIFIC-RESEARCH | $500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL | $1,000 | |
| CAMP HERTKO HOLLOW | ||||||||
| 4200 UNIVERSITY AVE STE 320 | WEST DES MOINES | IA | 50266 | NONE | PC | GENERAL | $500 | |
| POORE MEDICAL CLINIC | ||||||||
| 120 W FINE AVE | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | MEDICAL RESEARCH | $1,500 | |
| NOMAD NETWORK | ||||||||
| 1569 SOLANO AVENUE 643 | Berkeley | CA | 94707 | NONE | PC | PRACTICE OF GENEROSITY | $1,250 | |
| THE MAGIC YARN PROJECT | ||||||||
| PO BOX 83 | PALMER | AR | 99645 | NONE | PC | GENERAL | $1,844 | |
| NORTHERN ARIZONA DREAM FOUNDATION | ||||||||
| 1115 NORTH MANZANITA WAY | Flagstaff | AZ | 86001 | NONE | PC | GENERAL | $2,000 | |
| DANCE WITHOUT LIMITS | ||||||||
| 4715 AIRPORT BLVD | MOBILE | AL | 36608 | NONE | PC | GENERAL | $1,844 | |
| ARIZONA TESLA SCIENCE FOUNDATION | ||||||||
| 2370 W SR 89A | SEDONA | AZ | 86336 | NONE | PC | GENERAL | $12,917 | |
| STANTON MIGRAINE PROTOCOL INC | ||||||||
| PO BOX 18863 | ANAHEIM | CA | 92817 | NONE | PC | GENERAL | $4,306 | |
| TYNKERTOPIA INC | ||||||||
| 2152 NORTH FOURTH STREET | FLAGSTAFF | AZ | 86004 | NONE | PC | GENERAL | $1,000 | |
| TELLURIDE SOCIETY FOR JAZZ | ||||||||
| PO BOX 2132 | TELLURIDE | CO | 81435 | NONE | PC | ADVANCEMENT OF THE ARTS | $1,700 | |
| NORTHERN AZ PIONEER HISTORICAL | ||||||||
| SOCIETY | 2340 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | HISTORICAL - PRESERVATON OF | $611 |
| ARIZONA COMMUNITY FOUNDATION | ||||||||
| 2201 E CAMELBACK RD STE 405B | Phoenix | AZ | 85016 | NONE | PC | MOBILIZE ENDURING | $500 | |
| UNITED WAY OF YAVAPAI COUNTY | ||||||||
| 1678 OAKLAWN DR SUITE A | PRESCOTT | AZ | 86305 | NONE | PC | GENERAL | $2,910 | |
| HABITAT FOR HUMANITY OF NORTHERN ARIZONA | ||||||||
| 2016 N FOURTH ST | FLAGSTAFF | AZ | 86004 | NONE | PC | CHARITABLE-HOUSING FOR | $500 | |
| ORME PRIMAVERA SCHOOLS | ||||||||
| 1446 MOYER RD | PRESCOTT | AZ | 86303 | NONE | PC | EDUCATIONAL DEVELOPEMENT | $500 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | NONE | PC | GENERAL | $645 | |
| FRIENDS OF BIG BAND JAZZ | ||||||||
| 3316 FIR AVENUE | ALAMEDA | CA | 94502 | NONE | EXEMPT | CHARITABLE - MUSIC | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,889 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,154 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $1,714 | Amt |
| Net Investment Income | $857 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $857 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BTC BOND FUND | BondNm |
| EOY Book Value | $642,740 | EOYBookValueAmt |
| EOYFMV | $638,724 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC STOCK FUND | $729,582 | $819,738 |
| DODGE COX INTL STOCK FUND | ||
| MFS INTERNATIONAL GROWTH | $33,303 | $46,283 |
| T ROWE PRICE INTL GRWTH INC FU | ||
| BTC SMALL CAP FUND | $64,814 | $71,560 |
| GS-INTERNATIONAL EMERGING MARK | $34,582 | $36,291 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $45,734 | $44,901 |
| GOLDMAN SACHS INTERNATIONAL EQ | $84,238 | $83,731 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Revenue And Expenses Per Books | -$595 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF ACCRUAL ADJUSTMENT | Desc |
| Amt | $4,390 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $23 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,548 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $436 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $65 | $0 | $0 |
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