2020-05-06T15:52:10-05:00 2019-12-31 421462849 LWBJ LLP 1530 SOUTH DUFF AVE SUITE 2 AMES IA 50010 990PF 2019-01-01 421308651 DANIEL J & ANN L KRUMM CHARITABLE TR DANI 5152456210 2369 210TH STREET AMES IA 50014 DAVID KRUMM TRUSTEE 5152456210 2020-04-17 1 KYLE WOIWOOD P01518443 5152331975 64.88.174.3 2020-04-17 12:56:52 CD P 5E54BC9C9541E8D38AE93E5A79ADD678EA62E65D 5E54BC9C9541E8D38AE93E5A79ADD678EA62E65D 2019 2020-11-19 02:30:22Z X 4757845 X X 4907 4907 127816 127816 578165 4851555 578165 710888 710888 0 0 0 0 0 1600 0 0 1600 35023 35023 0 0 2691 1281 0 0 7298 0 0 0 46612 36304 0 1600 230000 230000 276612 36304 0 231600 434276 674584 0 257 10947 10947 122995 1851060 2004946 2193135 2142144 2487766 2500479 0 52082 53284 5009 0 0 4121465 4555741 4757845 0 0 X 4121465 4121465 0 0 0 434276 4121465 4555741 4121465 4555741 4121465 434276 0 4555741 0 4555741 UBS - 16204 P 8120 8342 -222 -222 UBS - 16173 P 281882 271806 10076 10076 UBS - 16173 P 48 38 10 10 UBS - 16173 P 4549249 3993204 556045 556045 CAPITAL GAINS DIVIDENDS P 12256 12256 12256 578165 9854 0 227644 4649968 0.048956 216977 4632171 0.046841 230552 4418488 0.052179 239449 4678182 0.051184 202236 4861518 0.041599 0.240759 0.048152 4409701 212336 6746 219082 231600 X 6746 0 6746 0 6746 1078 0 0 1078 203 5871 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A UBS FINANCIAL SERVICES INC 5152220585 5465 MILLS CIVIC PARKWAY SUITE 301 WEST DES MOINES IA 502665321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4471253 5601 0 4476854 0 0 4476854 67153 4409701 220485 220485 6746 6746 213739 0 213739 0 213739 231600 0 231600 6746 224854 213739 229069 0 0 231600 229069 0 0 2531 0 0 0 0 0 0 0 0 211208 0 0 0 TIMOTHY J KRUMM 122 S LINN STREET IOWA CITY IA 52240 8882220814 NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED NONE ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. TROUT UNLIMITED PO BOX 7400 WOOLLY BUGGER WV 254387400 NONE PC GENERAL OPERATING 2500 IOWA STATE UNIVERSITY 149 MUSIC HALL AMES IA 500112180 NONE PC GENERAL OPERATING 1000 UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT ONE WEST PARK ROAD IOWA CITY IA 52242 NONE PC GENERAL OPERATING 10000 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 10000 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 30000 CENTRAL IOWA SYMPHONY PO BOX 1080 AMES IA 50014 NONE PC GENERAL OPERATING 1000 EMPOWER TANZANIA 5414 CERVANTES DRIVE AMES IA 50014 NONE PC GENERAL OPERATING 13000 EVANGELICAL CHURCH IN AMERICA 8765 WEST HIGGINS ROAD CHICAGO IL 60631 NONE PC GENERAL OPERATING 10000 OGLALA SIOUX TRIBE PARTNERS PO BOX 3001 PINE RIDGE SD 57770 NONE PC GENERAL OPERATING 5000 LUTHER COLLEGE 700 COLLEGE DRIVE DECORAH IA 52101 NONE PC GENERAL OPERATING 5000 TURNEFFE ATOLL TRUST PO BOX 10670 BOZEMAN MT 59719 NONE PC GENERAL OPERATING 2500 IOWA COLLEGE FUND 505 5TH AVENUE SUITE 1034 DES MOINES IA 50309 NONE PC GENERAL OPERATING 2000 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 43000 STRENGTHEN GROW EVOLVE 221 E WASHINGTON STREET IOWA CITY IA 52240 NONE PC GENERAL OPERATING 5000 4 FEATHERS DEVELOPMENT 2369 210TH STREET AMES IA 50014 NONE PC GENERAL OPERATING 7000 DES MOINES CHORAL SOCIETY PO BOX 31007 DES MOINES IA 50310 NONE PC GENERAL OPERATING 1000 IOWA PUBLIC TELEVISION FOUNDATION PO BOX 6400 JOHNSTON IA 50131 NONE PC GENERAL OPERATING 30000 IOWA NATURAL HERITAGE FOUNDATION 505 5TH AVENUE SUITE 444 DES MOINES IA 503092321 NONE PC GENERAL OPERATING 20000 KRUMM FAMILY FOUNDATION 2369 210TH STREET AMES IA 50014 NONE PC GENERAL OPERATING 30000 230000 0 14 4907 14 127816 18 578165 0 710888 0 710888 0 0 0 0 0 0 0 0 0 0 TAX PREP FEE 1600 0 0 1600 UBS - 16173 2487766 2500479 UBS - 16173 1726445 1879092 UBS - 16204 278501 314043 UBS - 16173 AT COST 52082 53284 ACCRUED INCOME 5009 0 0 REVERSAL OF PY ACCRUED INCOME 5009 0 0 0 MISCELLANEOUS EXPENSE 2289 0 0 0 ASSET MANAGEMENT FEE 35023 35023 0 0 PY TAXES PAID 332 0 0 0 FOREIGN TAXES PAID 1281 1281 0 0 FEDERAL ESTIMATES - PRINCIPAL 1078 0 0 0