BECKER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BECKER FAMILY FOUNDATION (EIN 20-1648227)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349104047
- Schema version
- 2016v3.0
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T16:33:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812818495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PYLE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 5TH ST STE 201 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201648227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BECK | BusinessNameControlTxt |
| Phone | 5152311544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1806 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY BECKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5152311544 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN L PYLE | PreparerPersonNm |
| PTIN | P00443611 | PTIN |
| Phone | 5152322193 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0A75A7027964B4D5A0CB38566EA0E46CD53C65CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AE7A7985622D0299A6D121F26C0752C747F2B2F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $9,719,339 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,433 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,433 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $476,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $476,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,682 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $676,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $576,253 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $17,279 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $17,279 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $521 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,603 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $538,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $553,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,160 | CashBOYAmt |
| Cash EOY | $314,851 | CashEOYAmt |
| Cash EOYFMV | $314,851 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,640,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,542,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,404,488 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,741,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,857,456 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,719,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,741,513 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,857,456 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,741,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,857,456 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,741,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,857,456 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,741,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $289 | OtherIncreasesAmt |
| Subtotal | $9,879,771 | SubtotalAmt |
| Other Decreases | $22,315 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,857,456 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,682 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $484,742 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,473,135 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $450,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,702,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046413 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,393,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.013888 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,137,073 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036298 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112,585 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,616,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043024 | DistributionYr5Rt |
| Total Distribution | 0.190793 | TotalDistributionRt |
| Average Distribution | 0.038159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,303,348 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $355,006 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,531 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $513,160 | 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 | $5,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,531 | SubtotalAmt |
| Tax Based On Investment Income | $5,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,601 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,601 | TotalPaymentsAndCreditsAmt |
| Overpayment | $70 | OverpaymentAmt |
| Applied To ES Tax | $70 | AppliedToESTaxAmt |
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 | SHARON BECKER | IndividualWithBooksNm |
| Phone | 5152311544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1806 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY BECKER | ||||||||
| PO BOX 1806 | AMES | IA | 50010 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON BECKER | ||||||||
| PO BOX 1806 | AMES | IA | 50010 | DIRECTOR | 1.00 | $0 | $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 | $9,213,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,445,023 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,445,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,303,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $465,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $465,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,531 | TotalTaxAmt |
| Distributable Before Adj | $459,636 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $459,636 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $459,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $513,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,531 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $507,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $459,512 | UndistributedIncomePYAmt |
| Qualifying Distributions | $513,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $459,512 | AppliedToYear1Amt |
| Applied To Current Year | $53,648 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $405,988 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY BECKER | ContributingManagerNm |
| Contributing Manager | SHARON BECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHRIST COMMUNITY CHURCH | |||||||
| 5501 GW CARVER | AMES | IA | 50010 | NONE | OPERATIONAL | $214,500 | |
| INFORMED CHOICE OF IOWA | |||||||
| PO BOX 2537 | IOWA CITY | IA | 52240 | NONE | OPERATIONAL | $22,761 | |
| MAINSTREAM LIVING | |||||||
| 2012 E 13TH STREET | AMES | IA | 50010 | NONE | OPERATIONAL | $250 | |
| VARIETY THE CHILDREN'S CHARITY OF I | |||||||
| 505 5TH AVE | DES MOINES | IA | 50309 | NONE | OPERATIONAL | $11,000 | SUITE 310 |
| ST JOHN LALANDE CATHOLIC CHURCH | |||||||
| 805 NW RD MIZE ROAD | BLUE SPRINGS | MO | 64015 | NONE | OPERATIONAL | $100 | |
| MARY GREELEY FOUNDATION | |||||||
| 1111 DUFF AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $100 | |
| GILBERT EDUCATION FOUNDATION | |||||||
| 103 MATHEWS DRIVE | GILBERT | IA | 50105 | NONE | OPERATIONAL | $5,520 | |
| AMERICAN JUNIOR GOLF FOUNDATION | |||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | NONE | OPERATIONAL | $500 | |
| BETHLEHEM HOUSE | |||||||
| 2301 SOUTH 15TH ST | OMAHA | NE | 68108 | NONE | OPERATIONAL | $20,000 | |
| CAMP HERTKO HOLLOW | |||||||
| 501 GRAND AVE | DES MOINES | IA | 50309 | NONE | OPERATIONAL | $15,000 | |
| FRIENDSHIP ARK | |||||||
| 130 S SHELDON AVE | AMES | IA | 50014 | NONE | OPERATIONAL | $20,000 | SUITE 203 |
| NAVIGATORS | |||||||
| PO BOX 6079 | ALBERT LEA | MN | 56007 | NONE | OPERATIONAL | $2,500 | |
| JUVENILE DIABETES RESEACH FOUNDATIO | |||||||
| 3580 EP TRUE PKWY | WEST DES MOINES | IA | 50265 | NONE | OPERATIONAL | $75,000 | SUITE 101 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | OPERATIONAL | $50,000 | |
| BSF INTERNATIONAL | |||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | NONE | OPERATIONAL | $5,000 | |
| CAMP COURAGEOUS | |||||||
| 12007 190TH ST | MONTICELLO | IA | 52310 | NONE | OPERATIONAL | $10,000 | |
| GILBERT ATHLETIC BOOSTER CLUB | |||||||
| PO BOX 41 | GILBERT | IA | 50105 | NONE | OPERATIONAL | $1,000 | |
| UNITED WAY OF STORY COUNTY | |||||||
| 315 CLARK AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $20,150 | |
| AMES HISTORICAL SOCIETY | |||||||
| 416 DOUGLAS 101 | AMES | IA | 50010 | NONE | OPERATIONAL | $1,000 | |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | NONE | OPERATIONAL | $8,000 | PO BOX 2230 |
| GILBERT FIREFIGHTERS ASSOC | |||||||
| 303 1ST STREET | GILBERT | IA | 50105 | NONE | OPERATIONAL | $4,000 | |
| MATTHEW HOUSE | |||||||
| PO BOX 1906 | AMES | IA | 50010 | NONE | OPERATIONAL | $5,000 | |
| GILBERT FCA | |||||||
| 312 GRETTEN ST | GILBERT | IA | 50102 | NONE | OPERATIONAL | $2,500 | |
| GILBERT SHOOTING CLUB | |||||||
| 501 193RD ST | AMES | IA | 50010 | NONE | OPERATIONAL | $250 | |
| ISU PHEASANTS FOREVER | |||||||
| 331 SCIENCE II | AMES | IA | 50010 | NONE | OPERATIONAL | $250 | |
| GILBERT HISTORICAL SOCIETY | |||||||
| PO BOX 33 | GILBERT | IA | 50105 | NONE | OPERATIONAL | $500 | |
| SENIOR ALUMNI SCHOLARSHIP FOUNDATIO | |||||||
| PO BOX 205 | ATLANTIC | IA | 50022 | NONE | OPERATIONAL | $500 | |
| HEARTHLAND BAPTIST CHURCH | |||||||
| 3504 GRAND AVE | AMES | IA | 50010 | NONE | OPERATIONAL | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,881 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,433 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $476,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $576,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $576,253 | 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 | JEFF BECKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WEST RIVERSIDE ROAD | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $17,279 | Amt |
| Disbursements Charitable Prps | $17,279 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT 12709 | $1,867,225 | $2,184,659 |
| UBS ACCOUNT 12943 | $2,382,240 | $2,529,423 |
| UBS ACCOUNT 12944 | $2,883,474 | $2,347,052 |
| UBS ACCOUNT 12945 | $2,409,666 | $2,343,354 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $22,315 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $22,603 | $22,603 |
| OTHER EXPENSES | $2,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Amt | $289 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $521 | Amt |
| Net Investment Income | $521 | NetInvestmentIncomeAmt |