LOHSE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOHSE FAMILY FOUNDATION (EIN 46-1567946)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349103504
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:39:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET SUITE 640 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092354 | 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 | 461567946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOHSE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOHS | BusinessNameControlTxt |
| Phone | 5153607647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | BONDURANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN K LOHSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5153607647 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 09:17:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9DDADD049304401995D20F2CACE8540D24C3DEF | 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 | $4,291,612 | 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 |
| Dividends Rev And Expnss | $152,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,217,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $286,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,513 | 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 |
| Legal Fees Rev And Expnss | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,802 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,901 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,901 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,956 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,296 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $705,257 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $705,257 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $744,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $709,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$458,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $250,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $121,767 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,166 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,827,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,663,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,877,938 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,451,719 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,362,473 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,312,508 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $184,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,585,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,127,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,291,612 | 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 | $4,585,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,127,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,585,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,127,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,585,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,127,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,585,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$458,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,127,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,127,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,208,366 | $1,084,217 | $124,149 | $124,149 | |
| CAPITAL GAINS DIVIDENDS | $9,032 | $9,032 | $9,032 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,181 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $389,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,036,074 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $393,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,865,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $390,048 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,125,034 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076106 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $665,280 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,578,190 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.119264 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,255,241 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,781,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.537238 | DistributionYr5Rt |
| Total Distribution | 0.890785 | TotalDistributionRt |
| Average Distribution | 0.178157 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,865,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $866,753 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,509 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $869,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $709,283 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,679 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,679 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $661 | OverpaymentAmt |
| Applied To ES Tax | $661 | 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 | HEATHER BYERS | IndividualWithBooksNm |
| Phone | 5159676174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | BONDURANT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50035 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN K LOHSE | ||||||||
| PO BOX 67 | BONDURANT | IA | 50035 | PRESIDENT & SECRETARY | 0.00 | $0 | $0 | $0 |
| MARY F LOHSE | ||||||||
| PO BOX 67 | BONDURANT | IA | 50035 | VICE-PRESIDENT & TREASURER | 0.00 | $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 | $4,851,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,939,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,939,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,865,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,018 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,018 | TotalTaxAmt |
| Distributable Before Adj | $238,237 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,237 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,237 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $709,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $709,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $709,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,237 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,770,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $390,423 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,232 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,942 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,597,540 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $709,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,237 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $471,046 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,068,586 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,770,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,297,687 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $390,423 | ExcessFromYear4Amt |
| Excess From Year3 | $142,232 | ExcessFromYear3Amt |
| Excess From Year2 | $152,044 | ExcessFromYear2Amt |
| Excess From Year1 | $141,942 | ExcessFromYear1Amt |
| Excess From Current Year | $471,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BONDURANT FARRAR EDUCATION FOUNDATION | ||||||||
| PO BOX 212 | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $25,150 | |
| BONDURANT SOCCER CLUB | ||||||||
| PO BOX 5 | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $150 | |
| CAN DO CANCER | ||||||||
| 709 NE BARCLAY CIRCLE | ANKENY | IA | 50021 | NONE | PC | GENERAL OPERATING FUND | $25,000 | |
| CITY OF BONDURANT | ||||||||
| 200 2ND ST NE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $35,000 | |
| EASTER SEALS IOWA | ||||||||
| PO BOX 5168 | DES MOINES | IA | 50305 | NONE | PC | GENERAL OPERATING FUND | $2,500 | |
| HIS HAVEN RANCH COMPANY | ||||||||
| 3245 LAKE AVENUE | NEW PRAGUE | MN | 56071 | NONE | PC | GENERAL OPERATING FUND | $27,000 | |
| LUTHERAN CHURCH OF THE CROSS | ||||||||
| 1701 8TH ST SW | ALTOONA | IA | 50009 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| MERCY FOUNDATION OF DES MOINES IOWA | ||||||||
| 1111 6TH AVENUE | DES MOINES | IA | 50314 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| SCI CAN FOUNDATION | ||||||||
| 6596 NE 56TH ST | ALTOONA | IA | 50009 | NONE | PC | GENERAL OPERATING FUND | $15,000 | |
| SHELTERED REALITY | ||||||||
| 408 E 8TH STREET | WEST LIBERTY | IA | 52776 | NONE | PC | GENERAL OPERATING FUND | $150 | |
| SPECIAL OLYMPICS OF IOWA | ||||||||
| 551 SE DOVETAIL RD | GRIMES | IA | 50111 | NONE | PC | GENERAL OPERATING FUND | $20,000 | |
| UNIVERSITY OF NORTHWESTERN - ST PAUL | ||||||||
| 3003 SNELLING AVE NORTH | SAINT PAUL | MN | 55113 | NONE | PC | GENERAL OPERATING FUND | $50,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| AWANA CLUBS INTERNATIONAL | ||||||||
| 1 E BODE RD | STREAMWOOD | IL | 60107 | NONE | PC | GENERAL OPERATING FUND | $815 | |
| TRAIN TO INSPIRE INC | ||||||||
| 351 2ND ST NW APT 101 | ALTOONA | IA | 50009 | NONE | PC | GENERAL OPERATING FUND | $10,000 | |
| FIRST FAMILY CHURCH BONDURANT | ||||||||
| 700 GARFIELD ST SW | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $90 | |
| 4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS | ||||||||
| EXTENSION 4-H YOUTH BLDG 1259 | AMES | IA | 500111002 | NONE | PC | GENERAL OPERATING FUND | $150 | STANGE RD |
| BONDURANT COMMUNITY FOUNDATION | ||||||||
| 708 JEFFERSON AVE SE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $80 | |
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | IOWA LADIES' FOOTBALL ACADEMY | $50,000 | |
| DRAKE UNIVERSITY | ||||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | NONE | PC | GENERAL OPERATING FUND | $75,000 | |
| IOWA STATE FAIR FOUNDATION | ||||||||
| PO BOX 57130 | DES MOINES | IA | 50317 | NONE | PC | GENERAL OPERATING FUND | $54,716 | |
| FRIENDS OF CHICHAQUA VALLEY TRAIL | ||||||||
| 708 JEFFERSON AVE SE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $82 | |
| CHICHAQUA VALLEY CYCLISTS | ||||||||
| 708 JEFFERSON AVE SE | BONDURANT | IA | 50035 | NONE | PC | GENERAL OPERATING FUND | $74 | |
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | CENTER FOR ADVANCEMENT | $100,000 | |
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 522444550 | NONE | PC | LOHSE FUND FOR NICU | $212,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $705,257 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,957 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $286,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,513 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $7,802 | $3,901 | $3,901 |
| $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS - FIXED INCOME | BondNm |
| EOY Book Value | $1,362,473 | EOYBookValueAmt |
| EOYFMV | $1,312,508 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - US EQUITY | $1,584,649 | $1,847,770 |
| GOLDMAN SACHS - GLOBAL EQUITY | $106,740 | $103,524 |
| GOLDMAN SACHS - NON-US EQUITY | $972,458 | $926,644 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $125 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOND AMORTIZATION | $2,868 | $2,868 | $0 |
| BANK CHARGES | $717 | $717 | $0 |
| ACCRUED INTEREST PAID | $650 | $650 | $0 |
| MARGIN INTEREST PAID | $61 | $61 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $375 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $375 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $23,459 | Amt |
| Net Investment Income | $23,459 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,956 | Amt |
| Net Investment Income | $3,956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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