WT AND EDNA M DAHL TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WT AND EDNA M DAHL TRUST (EIN 20-6983203)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931299349101968
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T16:42:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203626340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON JUFFER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 GRAND AVE STE 2400 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092506 | 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 | 206983203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WT AND EDNA M DAHL TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAUL R TYLER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WTAN | BusinessNameControlTxt |
| Phone | 5152464513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT STREET SUITE 1600 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL TYLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152464513 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY LARSON | PreparerPersonNm |
| PTIN | P00843258 | PTIN |
| Phone | 5152453737 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.180.40.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 16:42:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 22D0F2D07AC358F1ABF65273DDF7232597475588 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E95C2095EDCF6023E9D79385A95031D01C7D23C | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,691,247 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $654,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,871,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $654,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $179 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $799,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $799,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,187 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,337 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,200 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $128,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,517,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,371,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,407,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$845,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $719,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $181,048 | CashBOYAmt |
| Cash EOY | $283,044 | CashEOYAmt |
| Cash EOYFMV | $283,044 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,283,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,481,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,408,203 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,464,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,764,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,691,247 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $160,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $306,300 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $70,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $70,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $230,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $376,300 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,234,378 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,388,582 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,234,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,388,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,464,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,764,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,234,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$845,796 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,388,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,388,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN ST | P | $437,744 | $430,794 | $6,950 | $6,950 |
| BERNSTEIN LT | P | $2,368,099 | $1,786,824 | $581,275 | $581,275 |
| BERNSTEIN CASH IN LIEU | P | $38 | $38 | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $654,016 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,950 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $996,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,641,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130362 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,027,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,801,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131719 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,081,828 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,897,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,507,494 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,887,711 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152461 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $776,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,483,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081846 | DistributionYr5Rt |
| Total Distribution | 0.617982 | TotalDistributionRt |
| Average Distribution | 0.123596 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,921,363 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $855,453 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,192 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $862,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,407,400 | 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 | $7,192 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,192 | SubtotalAmt |
| Tax Based On Investment Income | $7,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,150 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,042 | 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 | PAUL R TYLER | IndividualWithBooksNm |
| Phone | 5152464513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT ST SUITE 1600 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PAUL TYLER | ||||||||
| 699 WALNUT STREET SUITE 1600 | DES MOINES | IA | 50309 | TRUSTEE | 4.00 | $35,000 | $0 | $0 |
| JERRY G JONES | ||||||||
| 1885 SE ASHLEAF CIRCLE | WAUKEE | IA | 50263 | TRUSTEE | 3.00 | $35,000 | $0 | $0 |
| 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 | $6,864,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,026,764 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,026,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,921,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $346,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $346,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,192 | TotalTaxAmt |
| Distributable Before Adj | $338,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $338,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $338,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,407,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,407,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,192 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,400,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,876 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $311,446 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,029,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $645,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $639,098 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $626,328 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,252,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,407,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $338,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,068,524 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,320,655 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $311,446 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,009,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,029,980 | ExcessFromYear4Amt |
| Excess From Year3 | $645,279 | ExcessFromYear3Amt |
| Excess From Year2 | $639,098 | ExcessFromYear2Amt |
| Excess From Year1 | $626,328 | ExcessFromYear1Amt |
| Excess From Current Year | $1,068,524 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL R TYLER TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT STREET SUITE 1600 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152464513 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT APPLICATION AND GRANT AGREEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAUKEE FOUNDATION INC | |||||||
| 565 MARKET STREET STE 300 | WEST DES MOINES | IA | 50266 | NONE | PUBLIC | PUBLIC ART CONSTRUCTION | $25,000 |
| IOWA PUBLIC TELEVISION | |||||||
| 6535 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | PUBLIC | SPONSOR BROADCAST OF PROGRAMS | $100,000 |
| YOUTH AND SHELTER SERVICES | |||||||
| 612 LOCUST STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | IMPROVEMENTS TO YOUTH OPPORTUNITY CE | $125,000 |
| SCOTTISH RITE PARK INC | |||||||
| 2909 WOODLAND AVENUE | DES MOINES | IA | 50312 | NONE | PUBLIC | REPLACE ALARM SYSTEM AND REMODEL | $10,000 |
| MUSIC UNDER THE STARS | |||||||
| 5817 WALNUT HILL AVENUE | DES MOINES | IA | 50312 | NONE | PUBLIC | GENERAL PROGRAM SUPPORT | $10,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 3839 MERLE HAY RD STE 229 | DES MOINES | IA | 50310 | NONE | PUBLIC | FUND TEACHER TRAINING | $34,000 |
| COMMUNITY YOUTH CONCEPTS | |||||||
| 1446 MLK PARKWAY | DES MOINES | IA | 50314 | NONE | PUBLIC | RENOVATION TO FACILITY | $50,000 |
| VARIETY- THE CHILDREN'S CHARITY | |||||||
| 505 5TH AVE SUITE 310 | DES MOINES | IA | 50309 | NONE | PUBLIC | CONSTRUCTION OF PLAYGROUND | $10,000 |
| DSM COLLEGE FOUNDATION | |||||||
| 1100 7TH | DES MOINES | IA | 50314 | NONE | PUBLIC | CONSTRUCTION OF TRAINING CENTER | $15,000 |
| FORWARD WITH FAITH INC | |||||||
| PO BOX 672 | NEW SHARON | IA | 50207 | NONE | PUBLIC | CONSTRUCTING ACCESSIBLE FAMILY HOME | $7,500 |
| MEALS FROM THE HEARTLAND | |||||||
| 357 LINCOLN STREET | WEST DES MOINES | IA | 50265 | NONE | PUBLIC | ELECTRONIC CHECK-IN PROCESS | $20,000 |
| CIVIC MUSIC ASSOCIATION OF DSM | |||||||
| 900 MULBERRY STREET 203 | DES MOINES | IA | 50309 | NONE | PUBLIC | CONCERT FOR ELEMENTARY STUDENTS | $5,000 |
| JA OF CENTRAL IOWA | |||||||
| 6100 GRAND AVENUE | DES MOINES | IA | 50312 | NONE | PUBLIC | JA FINANCE PARK OPERATION | $25,000 |
| COMMUNITY FOUNDATION OF GREATER DSM | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC | REGIONAL SKATE PARK | $50,000 |
| DSM METRO OPERA | |||||||
| 106 W BOSTON AVENUE | INDIANOLA | IA | 50125 | NONE | PUBLIC | 2ND STAGES SERIES FUNDING | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PUBLIC | MENTORING PROGRAM | $15,000 |
| DES MOINES HERITAGE TRUST | |||||||
| 120 E 5TH STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | RENOVATION OF EAST DSM UNION DEPOT | $100,000 |
| CENTRAL IA WIND ENSEMBLE | |||||||
| 1510 NE STONERIDGE COURT | ANKENY | IA | 50021 | NONE | PUBLIC | RENTAL EXPENSES FOR 3 CONCERTS | $1,500 |
| AMES PUBLIC LIBRARY FOUNDATION | |||||||
| 515 DOUGLAS AVENUE | AMES | IA | 50010 | NONE | PUBLIC | SMALL TALK PROGRAM | $5,000 |
| DSM AREA RELIGIOUS COUNCIL | |||||||
| 1435 MULBERRY STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | FREEZER FUND | $25,000 |
| MADISON COUNTY FOUNDATION | |||||||
| PO BOX 129 | WINTERSET | IA | 50273 | NONE | PUBLIC | CONSTRUCTION OF CONSERVATION CENTER | $100,000 |
| SCKIC INC | |||||||
| PO BOX 57672 | DES MOINES | IA | 50317 | NONE | PUBLIC | DOROTHY'S HOUSE | $10,000 |
| BLANK PARK ZOO FOUNDATION | |||||||
| 7401 SW 9TH STREET | DES MOINES | IA | 50315 | NONE | PUBLIC | CONSTRUCTION ON RED PANDA PLAZA | $150,000 |
| BALANCE AUTISM | |||||||
| 1625 ADVENTURELAND DRIVE | ALTOONA | IA | 50009 | NONE | PUBLIC | NEW HOMES FOR ADULTS WITH AUTISM | $10,000 |
| POLK COUNTY HOUSING TRUST FUND | |||||||
| 505 5TH AVE SUITE 1000 | DES MOINES | IA | 50309 | NONE | PUBLIC | OPERATING EXPENSES | $5,000 |
| OAKRIDGE NEIGHBORHOOD SERVICES | |||||||
| 1401 CENTER STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | OAK ACADEMY PROGRAM | $50,000 |
| COMMUNITY FOUNDATION OF GREATER DSM | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC | REPAIRS TO ROBERT D. RAY GARDEN | $20,000 |
| ETHNIC MINORITIES OF BURMA CENTER | |||||||
| 2309 EUCLID AVENUE | DES MOINES | IA | 50310 | NONE | PUBLIC | VIDEO EQUIPMENT | $3,000 |
| EVERGREEN CEMETARY ASSOCIATION | |||||||
| 1002 E 10TH STREET | VINTON | IA | 52349 | NONE | PUBLIC | REPAIRS TO CEMETARY | $10,000 |
| WAUKEE BAND PARENTS ORGANIZATION | |||||||
| 15025 HAWTHORN DRIVE | WAUKEE | IA | 50325 | NONE | PUBLIC | BAND INSTRUMENTS | $150,000 |
| DSM PUBLIC SCHOOLS CENTRAL ACADEMY | |||||||
| 1912 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC | RENOVATION OF BUILDING | $200,000 |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVE SUIT 100 | DES MOINES | IA | 50312 | NONE | PUBLIC | REFURBISH STEINWAY PIANO | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,371,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DSM CONSISTORY BUILDING TRUST | |||||||
| 519 PARK STREET | DES MOINES | IA | 50309 | NONE | PUBLIC | IMPROVEMENTS TO DSM CONSISTORY BUILD | $100,000 |
| EYERELY BALL COMMUNITY HEALTH | |||||||
| 945 19TH STREET | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL FUNDS | $6,300 |
| DES MOINES PUBLIC SCHOOLS ACADEMY | |||||||
| 1912 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC | RENOVATION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $306,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,086 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $654,016 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $799,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $799,509 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK (SEE ATTACHMENT) | StockNm |
| EOY Book Value | $5,481,838 | EOYBookValueAmt |
| EOYFMV | $5,408,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,200 | $1,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $179 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED TRUSTEE FEES PAYABLE | Desc |
| BOY Book Value | $70,000 | BOYBookValueAmt |
| EOY Book Value | $70,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $38,187 | Amt |
| Net Investment Income | $38,187 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H ON DIVIDENDS | $4,337 | $4,337 |
| FEDERAL TAX | $11,481 |