WT AND EDNA M DAHL TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WT AND EDNA M DAHL TRUST (EIN 20-6983203)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202011369349100246
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T13:33:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203626340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON JUFFER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 GRAND AVE STE 2400 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092506 | 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 | 206983203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WT AND EDNA M DAHL TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAUL R TYLER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WTAN | BusinessNameControlTxt |
| Phone | 5152464513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT STREET SUITE 1600 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL TYLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152464513 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY LARSON | PreparerPersonNm |
| PTIN | P00843258 | PTIN |
| Phone | 5152453737 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.180.40.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 13:33:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F46899E7D7AFA42DB7BA0AD7FFAA466D30AFA9A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F46899E7D7AFA42DB7BA0AD7FFAA466D30AFA9A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,189,712 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $482 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $482 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,241,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,336 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $320 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $320 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $376,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,503 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,521 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,334 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $116,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,297,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,403,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,413,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,439,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,036,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $283,044 | CashBOYAmt |
| Cash EOY | $392,834 | CashEOYAmt |
| Cash EOYFMV | $392,834 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,481,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,228,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,796,878 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,764,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,621,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,189,712 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $306,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $200,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $70,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $70,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $376,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $270,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,388,582 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,351,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,388,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,351,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,764,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,621,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,388,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,036,972 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,351,610 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,351,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN ST | P | 2019-01-01 | 2019-12-31 | $297,050 | $317,279 | -$20,229 | -$20,229 |
| BERNSTEIN LT | P | 2018-01-01 | 2019-12-31 | $1,937,064 | $1,668,881 | $268,183 | $268,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,336 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,400,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,921,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.202302 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $996,131 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,641,297 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,027,591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,801,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131719 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,081,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,897,065 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121594 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,507,494 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,887,711 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152461 | DistributionYr5Rt |
| Total Distribution | 0.738438 | TotalDistributionRt |
| Average Distribution | 0.147688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,894,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $870,584 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $873,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,439,750 | 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 | $3,047 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,047 | SubtotalAmt |
| Tax Based On Investment Income | $3,047 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,153 | OverpaymentAmt |
| Applied To ES Tax | $3,050 | AppliedToESTaxAmt |
| Refund | $1,103 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL R TYLER | IndividualWithBooksNm |
| Phone | 5152464513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT ST SUITE 1600 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL TYLER | ||||||||
| 699 WALNUT STREET SUITE 1600 | DES MOINES | IA | 50309 | TRUSTEE | 4.00 | $35,000 | $0 | $0 |
| JERRY G JONES | ||||||||
| 1885 SE ASHLEAF CIRCLE | WAUKEE | IA | 50263 | TRUSTEE | 3.00 | $35,000 | $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 | $5,553,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $431,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,984,518 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,984,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,894,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,047 | TotalTaxAmt |
| Distributable Before Adj | $291,691 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $291,691 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $291,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,439,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,439,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,047 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,436,703 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,691 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,029,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $645,279 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $639,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $626,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,068,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,009,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,439,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $291,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,148,059 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,157,268 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,029,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,127,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $645,279 | ExcessFromYear4Amt |
| Excess From Year3 | $639,098 | ExcessFromYear3Amt |
| Excess From Year2 | $626,328 | ExcessFromYear2Amt |
| Excess From Year1 | $1,068,524 | ExcessFromYear1Amt |
| Excess From Current Year | $1,148,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL R TYLER TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT STREET SUITE 1600 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152464513 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT APPLICATION AND GRANT AGREEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PUBLIC | FUND RELOCATION COSTS | $100,000 | |
| CENTRAL IA WIND ENSEMBLE | ||||||||
| 1510 NE STONERIDGE COURT | ANKENY | IA | 50021 | NONE | PUBLIC | PURCHASE OF NEW PERCUSSION EQUIPMENT | $5,000 | |
| CIVIC MUSIC ASSOCIATION OF DSM | ||||||||
| 900 MULBERRY STREET 203 | DES MOINES | IA | 50309 | NONE | PUBLIC | HARLEM 100 CONCERT SPONSORSHIP | $5,000 | |
| COMMUNITY YOUTH CONCEPTS | ||||||||
| 1446 MLK PARKWAY | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL SUPPORT | $35,000 | |
| DSM CONSISTORY BUILDING TRUST | ||||||||
| 519 PARK STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | IMPROVEMENTS TO DSM CONSISTORY BUILD | $100,000 | |
| DSM METRO OPERA | ||||||||
| 106 W BOSTON AVENUE | INDIANOLA | IA | 50125 | NONE | PUBLIC | 2ND STAGES SERIES FUNDING | $5,000 | |
| EYERELY BALL COMMUNITY HEALTH | ||||||||
| 945 19TH STREET | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL FUNDS | $6,300 | |
| IOWA PUBLIC RADIO | ||||||||
| 2111 GRAND AVE SUIT 100 | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| MUSIC UNDER THE STARS | ||||||||
| 5817 WALNUT HILL AVENUE | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL PROGRAM SUPPORT | $10,000 | |
| OAKRIDGE NEIGHBORHOOD SERVICES | ||||||||
| 1401 CENTER STREET | DES MOINES | IA | 50314 | NONE | PUBLIC | OAK ACADEMY PROGRAM | $30,000 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 505 5TH AVE SUITE 1000 | DES MOINES | IA | 50309 | NONE | PUBLIC | OPERATING EXPENSES | $5,000 | |
| WAUKEE BETTERMENT FOUNDATION | ||||||||
| 505 MARKET STREET STE 300 | WEST DES MOINES | IA | 50266 | NONE | PUBLIC | INCLUSIVE PLAYGROUND | $50,000 | |
| YOUTH EMERGENCY & SHELTER SERVICES | ||||||||
| 918 SE 11TH ST | DES MOINES | IA | 50309 | NONE | PUBLIC | REPAIRS AND RENOVATIONS TO YOUTH CTR | $40,000 | |
| WELCOME HOME SOLDIER | ||||||||
| 404 NORTH 10TH STREET | ALBIA | IA | 50531 | NONE | PUBLIC | LAND IMPROVEMENTS | $50,000 | |
| FRIENDS OF THE MELBOURNE PUBLIC LIB | ||||||||
| 1433 295TH STREET | RHODES | IA | 50234 | NONE | PUBLIC | CONSTRUCTION OF NEW STAIRS, DECK, | $1,500 | |
| SIMPSON COLLEGE - IOWA HISTORY CTR | ||||||||
| 701 NORTH C ST | INDIANOLA | IA | 50125 | NONE | PUBLIC | FUNDING FOR CENTER'S PROGRAMMING | $10,000 | |
| DES MOINES PUBLIC LIBRARY | ||||||||
| 1000 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | SUMMER READING AND SCHOOL READINESS | $5,000 | |
| DSM INDEPENDENT COMM SCHOOL DISTRIC | ||||||||
| 4201 SOUTH UNION ST | DES MOINES | IA | 50315 | NONE | PUBLIC | IMPROVEMENTS TO ELEMENTARY SCHOOL | $250,000 | |
| KEEP IOWA BEAUTIFUL | ||||||||
| 300 E LOCUST STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | EDUCATION PROGRAMS | $15,000 | STE 100 |
| AMERICAN RED CROSS | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | PUBLIC | REPLACEMENT VEHICLE | $20,000 | |
| YMCA OF GREATER DSM | ||||||||
| 501 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | SAFETY AROUND WATER PROGRAM FUNDING | $20,000 | |
| JOPPA OUTREACH INC | ||||||||
| 118 SE 4TH ST | DES MOINES | IA | 50309 | NONE | PUBLIC | BUILDING COTTAGE HOMES | $75,000 | STE 120 |
| MAINFRAME STUDIOS | ||||||||
| 900 KEOSAUQUA WAY | DES MOINES | IA | 50309 | NONE | PUBLIC | RENOVATIONS | $100,000 | STE 100 |
| ORCHARD PLACE | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | PUBLIC | PURCHASE OF NEW TRUCK AND SNOW PLOW | $35,000 | |
| DRAKE UNIVERSITY | ||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| DRAKE UNIVERSITY - ROBERT D & BILLI | ||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC | FUNDING FOR CHARACTER COUNTS PROGRA | $50,000 | |
| COURAGE LEAGUE SPORTS | ||||||||
| 5443 BEECHTREE DRIVE | WEST DES MOINES | IA | 50265 | NONE | PUBLIC | SCHOLARSHIPS | $15,000 | |
| MERRYMAKERS IN CENTRAL IOWA | ||||||||
| 710 63RD STREET | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| SCIENCE CENTER OF IOWA | ||||||||
| 401 W MARTIN LUTHER KING | DES MOINES | IA | 50309 | NONE | PUBLIC | CREATION OF INNOVATION LAB | $20,000 | JR PKWY |
| THE BRENTON ARBORETUM | ||||||||
| 25141 260TH ST | DALLAS CENTER | IA | 50063 | NONE | PUBLIC | FUNDING FOR CAPITAL PROJECTS | $5,000 | |
| ON WITH LIFE FOUNDATION | ||||||||
| 715 SW ANKENY RD | ANKENY | IA | 50023 | NONE | PUBLIC | EQUIPMENT PURCHASE | $50,000 | |
| IOWA INTERNATIONAL CENTER | ||||||||
| 3839 MERLE HAY ROAD | DES MOINES | IA | 50310 | NONE | PUBLIC | SUPPORT FOR ADULT ELL ACADEMY | $10,000 | STE 259 |
| SINGLE PARENT PROVISION | ||||||||
| 2041 GRAND AVE STE D | WEST DES MOINES | IA | 50265 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |
| GREATER DSM BOTANICAL CENTER | ||||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50316 | NONE | PUBLIC | UPDATE AV & SPEAKER SYSTEM | $15,000 | |
| DENTAL CONNECTION | ||||||||
| 1111 9TH ST STE 190 | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| BLANK CHILDREN'S HOSPITAL | ||||||||
| 1415 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | STAR CENTER | $100,000 | STE E-200 |
| EVERLY BALL COMM MENTAL HEALTH SVCS | ||||||||
| 945 19TH STREET | DES MOINES | IA | 50314 | NONE | PUBLIC | KITCHEN REMODELS IN RESIDENTIAL FACI | $100,000 | |
| THE FORT DSM BLACK OFFICERS MEMORIA | ||||||||
| 815 18TH STREET | DES MOINES | IA | 50314 | NONE | PUBLIC | REPAIR ROOF AND INSTALLATION OF ADA | $13,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,403,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $482 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,390 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $376,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $376,528 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK (SEE ATTACHMENT) | StockNm |
| EOY Book Value | $4,228,776 | EOYBookValueAmt |
| EOYFMV | $4,796,878 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,200 | $1,200 |
| POSTAGE | $46 | $46 |
| PARKING | $23 | $23 |
| SUPPLIES | $65 | $65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $320 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED TRUSTEE FEES PAYABLE | Desc |
| BOY Book Value | $70,000 | BOYBookValueAmt |
| EOY Book Value | $70,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,503 | Amt |
| Net Investment Income | $30,503 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H ON DIVIDENDS | $3,521 | $3,521 |
| FEDERAL TAX | $8,242 |