TED AND ROWENA CROSBIE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TED AND ROWENA CROSBIE FOUNDATION (EIN 81-4726692)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-29
- IRS object ID
- 202031819349100308
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T08:52:17-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421104473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWEN HURST CLARK & SMITH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 W LAKES PKWY STE 300 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | 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 | 814726692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED & ROWENA CROSBIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TED& | BusinessNameControlTxt |
| Phone | 5159719077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE CT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROWENA CROSBIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5159719077 | PhoneNum |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN A KOENIG CPA | PreparerPersonNm |
| PTIN | P00054884 | PTIN |
| Phone | 5152883279 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.142.51.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-29 | IPDt |
| IP Tm | 08:52:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F27A7FB42C75B6CE720762F86EF93EB90938F85 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A98309364412B3CBBA9150FB2DBC0BD41BD3F401 | 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 | $1,233,362 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $162,727 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $606,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,540 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $422,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,727 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,305 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $326 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $979 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,463 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $467 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $356,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,581 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $623,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $929,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,190,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,677 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,160 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,622 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $665,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $972,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,233,362 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $665,060 | RetainedEarningBOYAmt |
| Retained Earning EOY | $972,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $665,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $972,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $665,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $972,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $665,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $356,019 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,021,079 | SubtotalAmt |
| Other Decreases | $48,358 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $972,721 | 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 |
|---|---|---|---|---|---|---|---|
| SCHWAB ST | P | 2019-01-01 | 2019-12-31 | $47,290 | $46,281 | $1,009 | $1,009 |
| SCHWAB LT | P | 2018-01-01 | 2019-12-31 | $559,223 | $329,939 | $229,284 | $229,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,540 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,009 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $712,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051236 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,817 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $609,367 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048931 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $587,542 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.100167 | TotalDistributionRt |
| Average Distribution | 0.050084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $806,608 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,398 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,451 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,829 | 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 | $2,451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,451 | SubtotalAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $81 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,370 | TaxDueAmt |
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 | ROWENA CROSBIE | IndividualWithBooksNm |
| Phone | 5159719077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE CT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROWENA CROSBIE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE CT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $807,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $818,891 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $818,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $806,608 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,451 | TotalTaxAmt |
| Distributable Before Adj | $37,879 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,879 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,829 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,451 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,378 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,623 | UndistributedIncomePYAmt |
| Qualifying Distributions | $51,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,623 | AppliedToYear1Amt |
| Applied To Current Year | $23,206 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $14,673 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROWENA CROSBIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WORLD FOOD PRIZE | ||||||||
| 100 LOCUST STREET | DES MOINES | IA | 50309 | 501C3 | EDUCATION | $35,000 | ||
| EVERYTOWN FOR GUN SAFETY SUPPORT | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | 501C3 | EDUCATION | $2,500 | FUND INC | |
| ALZHEIMER'S DISEASE & RELATED | ||||||||
| 225 N MICHIGAN AVE 17TH | CHICAGO | IL | 606017633 | 501C3 | SUPPORT | $1,000 | DISORDERS ASSOCIATION INC | FLOOR |
| REACH HIGHER IOWA | ||||||||
| PO BOX 42515 | URBANDALE | IA | 50323 | 501C3 | EDUCATION | $1,000 | ||
| CHRYSALIS FOUNDATION | ||||||||
| 300 E LOCUST ST NO 245 | DES MOINES | IA | 503091852 | 501C3 | SUPPORT | $1,000 | ||
| JDRF GREATER IOWA CHAPTER | ||||||||
| 4515 FLEUR DRIVE | DES MOINES | IA | 50321 | 501C3 | SUPPORT | $1,000 | SUITE 203 | |
| VARIETY - THE CHILDREN'S CHARITY OF | ||||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | 501C3 | SUPPORT | $1,000 | IOWA | |
| GIRL SCOUTS | ||||||||
| 10715 HICKMAN ROAD | URBANDALE | IA | 503223733 | 501C3 | EDUCATION | $1,000 | ||
| GREATER DES MOINES HABITAT FOR | ||||||||
| 2200 E EUCLID | DES MOINES | IA | 50317 | 501C3 | SUPPORT | $5,000 | HUMANITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,727 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROWENA CROSBIE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35054 FILMORE COURT | AddressLine1Txt |
| City | EARLHAM | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $162,727 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1145 SHARES OF WINNEBAGO | $60,536 | 2019-12-24 |
| 1 | 346 ISHARES CORE S&P 500 ETF | $102,191 | 2019-05-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $30,160 | EOYBookValueAmt |
| EOYFMV | $30,622 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $929,980 | EOYBookValueAmt |
| EOYFMV | $1,190,159 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,305 | LegalFeesAmt |
| Net Investment Income | $326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $979 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO FMV ADJUSTMENT AT TIME OF STOCK DONATION | Desc |
| Amt | $48,358 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,463 | Amt |
| Net Investment Income | $11,463 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $467 | Amt |
| Net Investment Income | $467 | NetInvestmentIncomeAmt |
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