DANIEL J & ANN L KRUMM CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & ANN L KRUMM CHARITABLE TRUST (EIN 42-1308651)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202021279349101512
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T15:52:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421462849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LWBJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 SOUTH DUFF AVE SUITE 2 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421308651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J & ANN L KRUMM CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 5152456210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2369 210TH STREET | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KRUMM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152456210 | PhoneNum |
| Signature | 2020-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WOIWOOD | PreparerPersonNm |
| PTIN | P01518443 | PTIN |
| Phone | 5152331975 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-17 | IPDt |
| IP Tm | 12:56:52 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5E54BC9C9541E8D38AE93E5A79ADD678EA62E65D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5E54BC9C9541E8D38AE93E5A79ADD678EA62E65D | 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 | $4,757,845 | 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 |
| Interest On Sav Rev And Expnss | $4,907 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $578,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,851,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $578,165 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $710,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $710,888 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,281 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $434,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $674,584 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $257 | CashBOYAmt |
| Cash EOY | $10,947 | CashEOYAmt |
| Cash EOYFMV | $10,947 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $122,995 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,851,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,004,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,193,135 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,142,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,487,766 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,500,479 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,082 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,284 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,009 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,121,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,555,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,757,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,121,465 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,121,465 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $434,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,121,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,555,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,121,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,555,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,121,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $434,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,555,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,555,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS - 16204 | P | $8,120 | $8,342 | -$222 | -$222 |
| UBS - 16173 | P | $281,882 | $271,806 | $10,076 | $10,076 |
| UBS - 16173 | P | $48 | $38 | $10 | $10 |
| UBS - 16173 | P | $4,549,249 | $3,993,204 | $556,045 | $556,045 |
| CAPITAL GAINS DIVIDENDS | P | $12,256 | $12,256 | $12,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $578,165 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,854 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,644 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,649,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $216,977 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,632,171 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,418,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052179 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $239,449 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,678,182 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051184 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,236 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,861,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041599 | DistributionYr5Rt |
| Total Distribution | 0.240759 | TotalDistributionRt |
| Average Distribution | 0.048152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,409,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,336 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,746 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $219,082 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,600 | 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 | $6,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,078 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,078 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $203 | EsPenaltyAmt |
| Tax Due | $5,871 | TaxDueAmt |
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 | UBS FINANCIAL SERVICES INC | IndividualWithBooksNm |
| Phone | 5152220585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5465 MILLS CIVIC PARKWAY SUITE 301 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502665321 | 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY J KRUMM | ||||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J KRUMM | ||||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,471,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,476,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,476,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,409,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,746 | TotalTaxAmt |
| Distributable Before Adj | $213,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,739 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $231,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,746 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $224,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,069 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,069 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,531 | 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 | $211,208 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY J KRUMM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882220814 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TROUT UNLIMITED | |||||||
| PO BOX 7400 | WOOLLY BUGGER | WV | 254387400 | NONE | PC | GENERAL OPERATING | $2,500 |
| IOWA STATE UNIVERSITY | |||||||
| 149 MUSIC HALL | AMES | IA | 500112180 | NONE | PC | GENERAL OPERATING | $1,000 |
| UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | GENERAL OPERATING | $10,000 |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVENUE SUITE 100 | DES MOINES | IA | 50312 | NONE | PC | GENERAL OPERATING | $600 |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | |||||||
| 501 12TH AVENUE SUITE 102 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING | $10,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| PO BOX 17408 | DENVER | CO | 802179814 | NONE | PC | GENERAL OPERATING | $900 |
| UNITED WAY OF JOHNSON & WASHINGTON COUNTIES | |||||||
| 1150 5TH STREET SUITE 290 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING | $30,000 |
| CENTRAL IOWA SYMPHONY | |||||||
| PO BOX 1080 | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $1,000 |
| EMPOWER TANZANIA | |||||||
| 5414 CERVANTES DRIVE | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $13,000 |
| EVANGELICAL CHURCH IN AMERICA | |||||||
| 8765 WEST HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PC | GENERAL OPERATING | $10,000 |
| OGLALA SIOUX TRIBE PARTNERS | |||||||
| PO BOX 3001 | PINE RIDGE | SD | 57770 | NONE | PC | GENERAL OPERATING | $5,000 |
| LUTHER COLLEGE | |||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | NONE | PC | GENERAL OPERATING | $5,000 |
| TURNEFFE ATOLL TRUST | |||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | NONE | PC | GENERAL OPERATING | $2,500 |
| IOWA COLLEGE FUND | |||||||
| 505 5TH AVENUE SUITE 1034 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $2,000 |
| RIVERSIDE LUTHERAN BIBLE CAMP | |||||||
| 3001 RIVERSIDE ROAD | STORY CITY | IA | 50248 | NONE | PC | GENERAL OPERATING | $500 |
| DES MOINES METRO OPERA | |||||||
| 106 WEST BOSTON AVENUE | INDIANOLA | IA | 501251836 | NONE | PC | GENERAL OPERATING | $43,000 |
| STRENGTHEN GROW EVOLVE | |||||||
| 221 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING | $5,000 |
| 4 FEATHERS DEVELOPMENT | |||||||
| 2369 210TH STREET | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $7,000 |
| DES MOINES CHORAL SOCIETY | |||||||
| PO BOX 31007 | DES MOINES | IA | 50310 | NONE | PC | GENERAL OPERATING | $1,000 |
| IOWA PUBLIC TELEVISION FOUNDATION | |||||||
| PO BOX 6400 | JOHNSTON | IA | 50131 | NONE | PC | GENERAL OPERATING | $30,000 |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 5TH AVENUE SUITE 444 | DES MOINES | IA | 503092321 | NONE | PC | GENERAL OPERATING | $20,000 |
| KRUMM FAMILY FOUNDATION | |||||||
| 2369 210TH STREET | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,907 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $578,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $710,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $710,888 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - 16173 | BondNm |
| EOY Book Value | $2,487,766 | EOYBookValueAmt |
| EOYFMV | $2,500,479 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - 16173 | $1,726,445 | $1,879,092 |
| UBS - 16204 | $278,501 | $314,043 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS - 16173 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $52,082 | BookValueAmt |
| EOYFMV | $53,284 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $5,009 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REVERSAL OF PY ACCRUED INCOME | $5,009 | $0 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $2,289 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $35,023 | Amt |
| Net Investment Income | $35,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PY TAXES PAID | $332 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $1,281 | $1,281 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,078 | $0 | $0 | $0 |