LOHSE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOHSE FAMILY FOUNDATION (EIN 46-1567946)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-31
- IRS object ID
- 202012449349100521
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-31T14:00:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET SUITE 640 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092354 | 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 | 461567946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOHSE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOHS | BusinessNameControlTxt |
| Phone | 5153607647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | BONDURANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN K LOHSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5153607647 | PhoneNum |
| Signature | 2020-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.162.84.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 10:46:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9DDADD049304401995D20F2CACE8540D24C3DEF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,694,045 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $149,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $922,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,279 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $268,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,629 | 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 |
| Legal Fees Rev And Expnss | $50 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,972 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,486 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,486 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,180 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,836 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,256 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $464,979 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $464,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $501,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,166 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,663,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,388,104 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,171,873 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,362,473 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,362,957 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,378,622 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,127,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,894,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,694,045 | 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 | $4,127,486 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,894,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,127,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,127,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,894,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,127,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,894,611 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,894,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $917,347 | $802,727 | $114,620 | $114,620 | |
| CAPITAL GAINS DIVIDENDS | $4,659 | $4,659 | $4,659 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,279 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $709,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,865,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.145790 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $389,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,036,074 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $393,038 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,865,343 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $390,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,125,034 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076106 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $665,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,578,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119264 | DistributionYr5Rt |
| Total Distribution | 0.499337 | TotalDistributionRt |
| Average Distribution | 0.099867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,622,515 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $461,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,389 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $464,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $466,515 | 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 | $2,389 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,389 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $2,650 | OverpaymentAmt |
| Applied To ES Tax | $2,650 | 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 | HEATHER BYERS | IndividualWithBooksNm |
| Phone | 5159676174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | BONDURANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50035 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN K LOHSE | ||||||||
| PO BOX 67 | BONDURANT | IA | 50035 | PRESIDENT & SECRETARY | 0.00 | $0 | $0 | $0 |
| MARY F LOHSE | ||||||||
| PO BOX 67 | BONDURANT | IA | 50035 | VICE-PRESIDENT & TREASURER | 0.00 | $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 | $4,583,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,692,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,692,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,622,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,389 | TotalTaxAmt |
| Distributable Before Adj | $228,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $466,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,389 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $464,126 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $390,423 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,232 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $152,044 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,942 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $471,046 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,297,687 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $237,778 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,535,465 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $390,423 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,145,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,232 | ExcessFromYear4Amt |
| Excess From Year3 | $152,044 | ExcessFromYear3Amt |
| Excess From Year2 | $141,942 | ExcessFromYear2Amt |
| Excess From Year1 | $471,046 | ExcessFromYear1Amt |
| Excess From Current Year | $237,778 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BONDURANT SOCCER CLUB | |||||||
| PO BOX 5 | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $129 |
| FRIENDS OF CHICHAQUA VALLEY TRAIL | |||||||
| 708 JEFFERSON AVE SE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $150 |
| FIRST FAMILY CHURCH BONDURANT | |||||||
| 700 GARFIELD ST SW | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $150 |
| IOWA DONOR NETWORK | |||||||
| 550 MADISON AVE | NORTH LIBERTY | IA | 52317 | NONE | PC | GENERAL OPERATING FUND | $150 |
| BONDURANT COMMUNITY FOUNDATION | |||||||
| 708 JEFFERSON AVE SE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $150 |
| BONDURANT FARRAR EDUCATION FOUNDATION | |||||||
| PO BOX 212 | BONDURANT | IA | 50035 | NONE | PC | FBLA TRIP EXPENSES | $150 |
| BONDURANT FUNDRAISING FRIENDS | |||||||
| 905 LINCOLN ST SE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $150 |
| SHELTERED REALITY | |||||||
| 408 E 8TH STREET | WEST LIBERTY | IA | 52776 | NONE | PC | GENERAL OPERATING FUND | $150 |
| LUTHERAN CHURCH OF THE CROSS | |||||||
| 1701 8TH ST SW | ALTOONA | IA | 50009 | NONE | PC | GENERAL OPERATING FUND | $1,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | IOWA LADIES' FOOTBALL ACADEMY | $25,000 |
| UNIVERSITY OF NORTHWESTERN - ST PAUL | |||||||
| 3003 SNELLING AVE NORTH | SAINT PAUL | MN | 55113 | NONE | PC | GENERAL OPERATING FUND | $50,000 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | NONE | PC | GENERAL OPERATING FUND | $75,000 |
| STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | CENTER FOR ADVANCEMENT | $312,500 |
| BONDURANT LITTLE LEAGUE | |||||||
| 7975 NE 107TH LANE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $464,979 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,319 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $268,629 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $268,629 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $2,972 | $1,486 | $1,486 |
| $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS - FIXED INCOME | BondNm |
| EOY Book Value | $1,362,957 | EOYBookValueAmt |
| EOYFMV | $1,378,622 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - US EQUITY | $1,366,770 | $2,033,415 |
| GOLDMAN SACHS - GLOBAL EQUITY | $97,613 | $110,201 |
| GOLDMAN SACHS - NON-US EQUITY | $923,721 | $1,028,257 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $50 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOND AMORTIZATION | $368 | $368 | $0 |
| BANK CHARGES | $883 | $883 | $0 |
| ACCRUED INTEREST PAID | $985 | $985 | $0 |
| MARGIN INTEREST PAID | $20 | $20 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,180 | Amt |
| Net Investment Income | $22,180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,836 | $3,836 | $0 |
| 2018 FEDERAL EXCISE TAX PAYMENTS | $5,229 | $0 | $0 |
| 2018 FEDERAL PENALTIES | $2 | $0 | $0 |
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