DANIEL J & ANN L KRUMM CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & ANN L KRUMM CHARITABLE TRUST (EIN 42-1308651)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201731309349100813
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T09:02:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310841368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7900 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537077900 | 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 | 421308651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J & ANN L KRUMM CHARITABLE TR 05088006 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRUM | BusinessNameControlTxt |
| Phone | 5152456210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J KRUMM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152456210 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEAN C BURFEIND | PreparerPersonNm |
| PTIN | P01778026 | PTIN |
| Phone | 6082524279 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 170.135.176.108 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B7D8B51D8CF448538A1C3C17879718FF002526DD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7D8B51D8CF448538A1C3C17879718FF002526DD | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,397,851 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $98,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,589,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,297 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $271,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,157 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,318 | CashEOYAmt |
| Cash EOYFMV | $1,318 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,017 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,861 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,137,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,089,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,310,866 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $2,806 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,806 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,183,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,176,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,397,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,183,699 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,176,709 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,183,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,183,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,176,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,183,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,789 | OtherIncreasesAmt |
| Subtotal | $4,176,964 | SubtotalAmt |
| Other Decreases | $255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8555.133 NUVEEN CORE PLUS BOND I | 2014-09-30 | 2016-01-21 | $89,914 | $98,983 | -$9,069 | -$9,069 | |
| 1125.745 NUVEEN DIVIDEND VALUE FUND CLASS I | 2015-09-08 | 2016-01-21 | $14,680 | $17,325 | -$2,645 | -$2,645 | |
| 573.097 NUVEEN DIVIDEND VALUE FUND CLASS I | 2014-02-05 | 2016-01-21 | $7,473 | $9,066 | -$1,593 | -$1,593 | |
| 226.809 AMERICAN EUROPACIFIC GRTH F2 | 2016-03-30 | $10,050 | $10,613 | -$563 | -$563 | ||
| 174.551 HARBOR CAPITAL APRCTION INST | 2010-08-17 | 2016-03-30 | $10,047 | $5,416 | $4,631 | $4,631 | |
| 9310.987 NUVEEN CORE PLUS BOND I | 2014-09-30 | 2016-03-30 | $100,093 | $107,728 | -$7,635 | -$7,635 | |
| 2070.393 NUVEEN DIVIDEND VALUE FUND CLASS I | 2014-02-05 | 2016-03-30 | $30,124 | $32,754 | -$2,630 | -$2,630 | |
| 1010.101 ROBECO BOSTON PARTNERS L S RSRCH | 2015-01-28 | 2016-03-30 | $15,010 | $15,040 | -$30 | -$30 | |
| 3033.599 LOOMIS SAYLES STRATEGIC ALPHA FUND Y | 2013-05-03 | 2016-05-12 | $28,910 | $31,913 | -$3,003 | -$3,003 | |
| 360.96 GOLDMAN SACHS M C VALUE CL INST | 2015-09-08 | 2016-06-13 | $12,392 | $14,096 | -$1,704 | -$1,704 | |
| 2514.2 GOLDMAN SACHS M C VALUE CL INST | 2016-06-13 | $86,312 | $79,526 | $6,786 | $6,786 | ||
| 607.696 GOLDMAN SACHS COMM STRAT INS | 2015-09-08 | 2016-06-13 | $7,232 | $7,900 | -$668 | -$668 | |
| 9996.328 GOLDMAN SACHS COMM STRAT INS | 2016-06-13 | $118,956 | $196,970 | -$78,014 | -$78,014 | ||
| 16913.262 LOOMIS SAYLES STRATEGIC ALPHA FUND Y | 2016-06-13 | $162,029 | $166,882 | -$4,853 | -$4,853 | ||
| 7965.186 LOOMIS SAYLES STRATEGIC ALPHA FUND Y | 2016-06-13 | $76,306 | $75,000 | $1,306 | $1,306 | ||
| 7885.127 NUVEEN INFLATION PRO SEC CL I | 2016-06-13 | $89,417 | $79,890 | $9,527 | $9,527 | ||
| 43.733 NUVEEN MID CAP GRWTH OPP FD CL I | 2015-09-08 | 2016-06-13 | $1,809 | $2,075 | -$266 | -$266 | |
| 2336.234 NUVEEN MID CAP GRWTH OPP FD CL I | 2016-06-13 | $96,627 | $81,668 | $14,959 | $14,959 | ||
| 6038.663 AMERICAN EUROPACIFIC GRTH F2 | 2011-08-22 | 2016-09-07 | $293,902 | $219,807 | $74,095 | $74,095 | |
| 35014.624 NUVEEN CORE PLUS BOND I | 2014-09-30 | 2016-09-07 | $391,814 | $405,119 | -$13,305 | -$13,305 | |
| 22131.703 NUVEEN DIVIDEND VALUE FUND CLASS I | 2016-09-07 | $347,910 | $266,525 | $81,385 | $81,385 | ||
| 15162.316 NUVEEN INFLATION PRO SEC CL I | 2016-09-07 | $174,518 | $165,000 | $9,518 | $9,518 | ||
| 12533.765 NUVEEN INFLATION PRO SEC CL I | 2016-09-07 | $144,264 | $124,057 | $20,207 | $20,207 | ||
| 11894.543 ROBECO BOSTON PARTNERS L S RSRCH | 2016-09-07 | $181,392 | $168,593 | $12,799 | $12,799 | ||
| 1092.853 HARBOR CAPITAL APRCTION INST | 2010-08-17 | 2016-11-10 | $65,484 | $33,911 | $31,573 | $31,573 | |
| CAPITAL GAIN DIVIDENDS | $32,489 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $239,449 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,678,182 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $202,236 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,861,518 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $186,122 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,708,103 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039532 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,001 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,512,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040114 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $181,674 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,547,011 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039955 | DistributionYr5Rt |
| Total Distribution | 0.212384 | TotalDistributionRt |
| Average Distribution | 0.042477 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,418,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,684 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $189,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $232,800 | 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 | $2,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,352 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $896 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U S BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152456210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 WALNUT ST | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503094106 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|
| TIMOTHY J KRUMM | ||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1 | $0 |
| DAVID J KRUMM | ||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,404,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,485,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,485,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,418,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,248 | TotalTaxAmt |
| Distributable Before Adj | $218,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $232,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,248 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,552 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $231,665 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $231,665 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,135 | 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 | $217,541 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY J KRUMM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882220814 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DES MOINES METRO OPERA | ||||||||
| 106 WEST BOSTON AVE | INDIANOLA | IA | 501251836 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| IOWA PUBLIC TELEVISION FOUNDATION | ||||||||
| P O BOX 6400 | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| IOWA NATURAL HERITAGE FOUNDATION | ||||||||
| 505 FIFTH AVE SUITE 444 | DES MOINES | IA | 503092321 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| EVANGELICAL LUTHERAN CHURCH AMERICA | ||||||||
| 8765 W HIGGINS ROAD | CHICAGO | IL | 60631 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| COMMUNITY FOUNDATION OF JOHNSON CO | ||||||||
| 325 E WASHINGTON ST STE 100 | IOWA CITY | IA | 522403959 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | MIKE STOFFREGEN DIRECTOR |
| OGLALA SIOUX TRIBE PRTNR FOR HOUSING | ||||||||
| PO BOX 3001 | PINE RIDGE | SD | 57770 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | C/O EMMA CLIFFORD |
| TROUT UNLIMITED | ||||||||
| PO BOX 7400 | WOOLLY BUGGER | WV | 254387400 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| IOWA STATE UNIVERSITY | ||||||||
| 149 MUSIC HALL | AMES | IA | 500112180 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | DEPT OF MUSIC |
| SOUTHEASTERN IOWA SYNOD | ||||||||
| 2635 NORHTGATE DRIVE | IOWA CITY | IA | 52245 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | EVANGELICAL LUTHERAN CHURCH AMERICA |
| TURNEFFE ATOLL TRUST | ||||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| EMPOWER TANZANIA INC | ||||||||
| 6980 CODY DR 62 | WEST DES MOINES | IA | 50266 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $31,000 | |
| 4 FEATHERS DEVELOPMENT | ||||||||
| 2369 201TH STREET | AMES | IA | 50014 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE SUITE 1034 | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| WINDSOR HEIGHTS LUTHERAN CHURCH | ||||||||
| 1246 66TH STREET | WINDSOR HEIGHTS | IA | 50311 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| HARVEST VINEYARD CHURCH | ||||||||
| 1627 SOUTH HIGH STREET | AMES | IA | 50010 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| KRUMM FAMILY FOUNDATION | ||||||||
| 5465 MILLS CIVIC PARKWAY STE 301 | WEST DES MOINES | IA | 50266 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $22,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $271,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,564 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | US BANK TAX PREP FEE | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HARBOR CAPITAL APPREC FD | AT COST | $140,111 | $255,795 |
| NUVEEN CORE PLUS BOND FUND | |||
| NUVEEN INFLATION PRO SEC | |||
| AMERICAN EUROPACIFIC GRWTH FD | |||
| GOLDMAN SACHS M C VALUE FD | |||
| NEUBERGER BERMAN GENESIS FUND | AT COST | $73,994 | $97,843 |
| NUVEEN MID CAP GRWTH OPP FD | |||
| NUVEEN REAL ESTATE SECURITIES | AT COST | $112,195 | $140,835 |
| NUVEEN DIVIDEND VALUE FUND | |||
| ROBECO BOSTON PARTNERS | |||
| BAIRD AGGREGATE BOND FD | AT COST | $1,125,068 | $1,121,762 |
| GOLDMAN SACHS COMM STRAT | |||
| LOOMIS SAYLES STRAT ALPHA | |||
| VANGUARD TOTAL INTL BD INDX ET | AT COST | $195,280 | $199,353 |
| ISHARES CORE MSCI EAFE ETF | AT COST | $546,884 | $536,300 |
| ISHARES CORE MSCI EMRGNG MKTS | AT COST | $246,693 | $267,987 |
| VANGUARD MID CAP INDX ADM | AT COST | $134,722 | $144,628 |
| VANGUARD TOTAL STOCK MKT IDX A | AT COST | $775,308 | $812,673 |
| DOUBLELINE TOTAL RET BD I | AT COST | $467,329 | $454,138 |
| FEDERATED INST HI YLD BD FD | AT COST | $272,140 | $279,552 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| EOY Book Value | $2,806 | EOYBookValueAmt |
| EOYFMV | $2,806 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FED BASIS ADJUSTMENT | Desc |
| Amt | $255 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR MUTUAL FUND DIFFERENCE | Desc |
| Amt | $2,789 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $45,157 | Amt |
| Net Investment Income | $45,157 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAYMENTS | $1,546 | $0 | $0 |
| FOREIGN TAXES PAID | $1,585 | $1,585 | $0 |