COONS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COONS FOUNDATION (EIN 39-1898965)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349103046
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:16:24-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT ST STE 1450 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503093918 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391898965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COONS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENTON R COONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COON | BusinessNameControlTxt |
| Phone | 5159782954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S FOXTAIL CIR | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667639 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENTON COONS | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 5159782954 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY A ANDERSON | PreparerPersonNm |
| PTIN | P00223704 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.247.45.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 15:06:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B0B5F9F351CD131133A15C22B21A0525F04A8D4F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 80A8774E232870D405A44F5FE4E9134D24DA5A3C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,734,047 | 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 | $53,436 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $227,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,351,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,654 | 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 |
| Accounting Fees Rev And Expnss | $1,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $757 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $758 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,101 | CashBOYAmt |
| Cash EOY | $236,658 | CashEOYAmt |
| Cash EOYFMV | $236,658 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,808,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,894,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,737,268 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,150,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $850,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $760,121 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,117,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,981,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,734,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,117,251 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,981,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,117,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,981,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,117,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,981,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,117,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,020,685 | SubtotalAmt |
| Other Decreases | $39,074 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,981,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED INVESTMENTS | P | 2018-12-31 | $1,273,007 | $1,408,807 | -$135,800 | -$135,800 |
| CASH IN LIEU | P | 2018-12-31 | $2 | $2 | $2 | |
| CAPITAL GAINS DIVIDENDS | P | $78,209 | $78,209 | $78,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,589 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $238,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,988,509 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $209,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,676,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,342 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,350,412 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047163 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $275,397 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,148,540 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $253,691 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,801,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052833 | DistributionYr5Rt |
| Total Distribution | 0.230226 | TotalDistributionRt |
| Average Distribution | 0.046045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,035,422 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,901 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $280,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $298,058 | 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 | $2,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,633 | OverpaymentAmt |
| Applied To ES Tax | $3,633 | 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 | CHRISTINE S COONS | IndividualWithBooksNm |
| Phone | 5159782954 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 S FOXTAIL CIR | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667639 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KENTON R COONS | ||||||||
| 783 S FOXTAIL CIR | WEST DES MOINES | IA | 50266 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTINE COONS | ||||||||
| 783 S FOXTAIL CIR | WEST DES MOINES | IA | 50266 | DIRECTOR/SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KEVIN COONS | ||||||||
| 3225 HILLCREST DRIVE | DES MOINES | IA | 50310 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KYLE COONS | ||||||||
| 115 PHEASANT RUN RD | ARGYLE | TX | 76226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN DIXSON | ||||||||
| 47458 170TH AVE | CHARITON | IA | 50049 | DIRECTOR | 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 | $5,947,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,251 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,127,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,127,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,035,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,127 | TotalTaxAmt |
| Distributable Before Adj | $299,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $299,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $299,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,058 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $295,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $299,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $280,654 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,058 | QualifyingDistributionsAmt |
| Applied To Year1 | $280,654 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,404 | 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 | $282,240 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENTON R COONS | ContributingManagerNm |
| Contributing Manager | CHRISTINE COONS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPANOOSE COUNTY HISTORICAL SOCIETY | |||||||
| 100 WEST MAPLE STREET | CENTERVILLE | IA | 52544 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| BLANK'S CHILDREN'S HOSPITAL | |||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATIONS | $45,000 |
| CHARITON SCHOOLS | |||||||
| 501 N GRAND | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $28,000 |
| CITY OF RUSSELL | |||||||
| 115 S MAPLE | RUSSELL | IA | 50238 | NONE | GOV | GENERAL OPERATIONS | $2,800 |
| CORAM DEO ACADEMY | |||||||
| 4900 WICHITA TRAIL | FLOWER MOUND | TX | 75022 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PC | GENERAL OPERATIONS | $27,000 |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT ST | DES MOINES | IA | 503092148 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 2210 WALNUT ST STE 2 | DES MOINES | IA | 503099933 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| PO BOX 672 | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $12,000 |
| IOWA PUBLIC TELEVISION FOUNDATION | |||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| HELP HOPE LIVE | |||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| HOPE LEARNING (4TH OF JULY COMMITTEE) | |||||||
| 1920 COURT AVE | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| HUMANE SOCIETY OF LUCAS COUNTY | |||||||
| 118 E LINCOLN | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| HUMESTON PUBLIC LIBRARY | |||||||
| 113 BROAD STREET PO BOX 672 | HUMESTON | IA | 50123 | NONE | GOV | GENERAL OPERATIONS | $2,000 |
| INTERCHURCH COUNCIL OF LUCAS COUNTY | |||||||
| PO BOX 464 | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| JOHN L LEWIS MUSEUM | |||||||
| 102 DIVISION | LUCAS | IA | 50151 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| LIVING HISTORY FARMS | |||||||
| 2600 111TH ST | URBANDALE | IA | 50322 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| LUCAS COUNTY FAIR ASSOCIATION | |||||||
| PO BOX 192 | CHARITON | IA | 50049 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| NUTRITIONAL RESEARCH FOUNDATION | |||||||
| 4 WALTER FORAN BLVD SUITE 408 | FLEMINGTON | NJ | 08822 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| SCIENCE CENTER OF IOWA | |||||||
| 401 W MARTIN LUTHER JR PKWY | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| UCM FOUNDATION | |||||||
| TRG 210 | WARRENSBURG | MO | 64093 | NONE | PC | GENERAL OPERATIONS | $2,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444450 | NONE | GOV | GENERAL OPERATIONS | $2,000 |
| WESLEY LIFE RETIREMENT SERVICES | |||||||
| 5508 NW 88TH | JOHNSTON | IA | 50131 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| WILLIAM WOODS UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | FULTON | MO | 65251 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| CHARITON PUBLIC LIBRARY | |||||||
| 803 BRADEN | CHARITON | IA | 50049 | NONE | GOV | GENERAL OPERATIONS | $4,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| PO BOX 91 | LUCAS | IA | 50151 | NONE | PC | GENERAL OPERATIONS | $7,500 |
| FRIENDS OF OAKLAND CEMETERY | |||||||
| 818 S 17TH | CENTERVILLE | IA | 52544 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| IOWA CHRISTIAN ACADEMY | |||||||
| 2501 VINE ST | WEST DES MOINES | IA | 50265 | NONE | PC | GENERAL OPERATIONS | $3,000 |
| JOSHUA CHRISTIAN ACADEMY | |||||||
| 1424 62ND ST | DES MOINES | IA | 50311 | NONE | PC | GENERAL OPERATIONS | $60,000 |
| AMERICAN LEGION (THE) | |||||||
| PO BOX 58 | CHARITON | IA | 50049 | NONE | NC | GENERAL OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,300 | 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 | $9,928 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,589 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,065 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CHRISTINE COONS | ||||||
| 1 | 783 S FOXTAIL CR | WEST DES MOINES | IA | 50266 | $32,214 | Yes (X) |
| KENTON COONS | ||||||
| 2 | 783 S FOXTAIL CR | WEST DES MOINES | IA | 50266 | $21,222 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 SHARES OF MICROSOFTCOST BASIS $7,290 | $32,214 | 2018-12-13 |
| 2 | 400 SHARES OF ALTRIACOST BASIS $7,072 | $21,222 | 2018-12-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,515 | Amt |
| Net Investment Income | $757 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $758 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LEGION (THE) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58 201 SOUTH MAIN ST | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-11-05 | GrantDt |
| Grant | $2,000 | GrantAmt |
| Purpose Of Grant | HANDICAPPED PARKING FOR THE LUCAS COUNTY VETERANS MEMORIAL PARK. | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 07/04/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-07-04 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AXIS CAPITAL HOLDINGS | $200,000 | $171,600 |
| BB&T CORPORATION | $200,000 | $177,120 |
| BRUNSWICK CORP | $200,000 | $189,201 |
| FIRST REPUBLIC | $250,000 | $222,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $143,811 | $429,692 |
| AT&T INC | $307,844 | $331,064 |
| CHEVRON CORP | $70,188 | $97,911 |
| EXXON MOBIL CORP | $190,440 | $204,570 |
| INTEL CORP | $256,083 | $610,090 |
| JPMORGAN CHASE & CO | $82,643 | $244,050 |
| JOHNSON AND JOHNSON | $270,723 | $580,725 |
| MICROSOFT CORP | $7,290 | $30,471 |
| PFIZER INC | $180,020 | $480,150 |
| VERIZON COMMUNICATIONS | $239,559 | $281,100 |
| PRINCIPAL REAL ESTATE INCOME | $290,827 | $281,180 |
| SECTOR SPDR UTILITIES | $117,160 | $211,680 |
| AMERICAN FUNDAMENTAL INVESTORS FUND | $347,808 | $462,143 |
| AMERICAN GROWTH FUND | $156,058 | $320,282 |
| KRAFT (THE) HEINZ CO SHS | $234,499 | $172,160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON DONATED STOCK | Desc |
| Amt | $39,074 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH FEE | CategoryTxt |
| Amt | $24,132 | Amt |
| Net Investment Income | $24,132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $7,060 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |