COONS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COONS FOUNDATION (EIN 39-1898965)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201741289349100834
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T12:49:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421361038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT STREET SUITE 1450 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503093918 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391898965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COONS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENTON R COONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COON | BusinessNameControlTxt |
| Phone | 6417661001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENTON COONS | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 6417661001 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY A ANDERSON | PreparerPersonNm |
| PTIN | P00223704 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2017-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.81.130.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-02 | IPDt |
| IP Tm | 19:11:16 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 13E18882DA8A0ED5B505B5BD527614CBB2333893 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3912B87E0C5D14B660EE635A714207D5BBA18F0E | 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 | $5,917,799 | 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 | $11,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,563 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,563 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $249,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $712 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $713 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,138 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,474 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,474 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,123 | CashBOYAmt |
| Cash EOY | $109,964 | CashEOYAmt |
| Cash EOYFMV | $109,964 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,947,203 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,803,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,677,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,150,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,150,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,130,226 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,172,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,063,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,917,799 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $122,991 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $122,991 | 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 | $4,049,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,063,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,049,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,172,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,063,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,049,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,066,726 | SubtotalAmt |
| Other Decreases | $3,373 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PUT XLU | P | 2016-02-22 | 2016-01-20 | $410 | $410 | $410 | |
| CYS INVESTMENTS | P | 2012-08-29 | 2016-05-05 | $25,218 | -$16,779 | -$16,779 | $41,997 |
| CYS INVESTMENTS | P | 2012-08-29 | 2016-12-09 | $32,240 | -$21,397 | -$21,397 | $53,637 |
| CAPITAL GAINS DIVIDENDS | P | $33,776 | $33,776 | $33,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $252,342 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,350,412 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047163 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $275,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,148,540 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,691 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,801,791 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052833 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,711 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,609,111 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $155,988 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,294,864 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036320 | DistributionYr5Rt |
| Total Distribution | 0.237909 | TotalDistributionRt |
| Average Distribution | 0.047582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,676,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $270,108 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $272,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,005 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE S COONS | IndividualWithBooksNm |
| Phone | 6417661001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENTON R COONS | ||||||||
| 17112 480TH LANE | CHARITON | IA | 50049 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHRISTINE COONS | ||||||||
| 17112 480TH LANE | CHARITON | IA | 50049 | DIRECTOR/SEC. TREASURE | 0.00 | $0 | $0 | $0 |
| KEVIN COONS | ||||||||
| 3225 HILLCREST DRIVE | DES MOINES | IA | 50310 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KYLE COONS | ||||||||
| 3908 REGENCY PARK CT | FLOWER MOUND | TX | 75022 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN DIXSON | ||||||||
| 47458 170TH AVE | CHARITON | IA | 50049 | DIRECTOR | 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 | $5,709,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,763,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,763,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,676,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,405 | TotalTaxAmt |
| Distributable Before Adj | $279,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $279,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $279,429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $209,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,600 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,600 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,725 | 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 | $225,704 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPANOOSE COUNTY HISTORICAL SOCIETY | |||||||
| 100 WEST MAPLE STREET | CENTERVILLE | IA | 52544 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BLANK'S CHILDREN'S HOSPITAL | |||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | CHARITABLE | $45,000 |
| CORAM DEO ACADEMY | |||||||
| 4900 WICHITA TRAIL | FLOWER MOUND | TX | 75022 | NONE | PUBLIC CHARITY | EDUCATIONAL | $3,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT ST | DES MOINES | IA | 503092148 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 2210 WALNUT ST STE 2 | DES MOINES | IA | 503099933 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 923 ROLAND AVE | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | RELIGIOUS | $12,000 |
| FLOWER MOUND UNITED METHODIST CHURCH | |||||||
| 3950 BRUTON ORAND BLVD | FLOWER MOUND | TX | 75022 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,000 |
| FRIENDS OF IOWA PUBLIC TELEVISION | |||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| HUMANE SOCIETY OF LUCAS COUNTY | |||||||
| 118 E LINCOLN | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| HUMESTON PUBLIC LIBRARY | |||||||
| 113 BROAD STREET PO BOX 672 | HUMESTON | IA | 50123 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| INTERCHURCH COUNCIL OF LUCAS COUNTY | |||||||
| PO BOX 464 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| JOHN L LEWIS MUSEUM | |||||||
| 102 DIVISION | LUCAS | IA | 50151 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| LIVING HISTORY FARMS | |||||||
| 11121 HICKMAN ROAD | URBANDALE | IA | 50322 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CIRCLE OF LIFE HOSPICE | |||||||
| 220 NORTHWESTERN AVE PO BOX 569 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $30,000 |
| AMERICAN LEGION | |||||||
| PO BOX 58 201 S MAIN ST | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $7,000 |
| LUCAS COUNTY EXTENSION | |||||||
| 48293 HY-VEE ROAD | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $1,174 |
| LUCAS CO HISTORICAL SOCIETY | |||||||
| 123 N 17TH | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $9,100 |
| SALVATION ARMY | |||||||
| PO BOX 672 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SCIENCE CENTER OF IOWA | |||||||
| 401 W MARTIN LUTHER JR PKWY | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| HOPE LEARNING (4TH OF JULY COMMITTEE) | |||||||
| 1920 COURT AVE | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITY | $4,000 |
| THE VILLAGE GOOD SHEPHERD FD | |||||||
| 1203 NORTH E STREET | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444450 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| VAN ALLEN ELEMENTARY | |||||||
| 1129 ASHLAND | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $3,200 |
| WESLEY LIFE RETIREMENT SERVICES | |||||||
| 5508 NW 88TH | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WILLIAM WOODS UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | FULTON | MO | 65251 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| UCM FOUNDATION | |||||||
| TRG 210 | WARRENSBURG | MO | 64093 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| NUTRITIONAL RESEARCH FOUNDATION | |||||||
| 4 WALTER FORAN BLVD SUITE 408 | FLEMINGTON | NJ | 08822 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,474 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,449 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,500 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,990 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $237,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CHRISTINE COONS | ||||||
| 1 | 17112 480TH LANE | CHARITON | IA | 50049 | $6,332 | Yes (X) |
| CHRISTINE COONS | ||||||
| 2 | 17112 480TH LANE | CHARITON | IA | 50049 | $5,304 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 SHARES OF CHEVRONCOST BASIS $6,332 | $23,069 | 2016-12-09 |
| 2 | 300 SHARES OF ALTRIA GROUPCOST BASIS $5,304 | $19,797 | 2016-12-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROTH & COMPANY | CategoryTxt |
| Amt | $1,425 | Amt |
| Net Investment Income | $712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $713 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH | BondNm |
| EOY Book Value | $1,150,000 | EOYBookValueAmt |
| EOYFMV | $1,130,226 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $2,803,389 | EOYBookValueAmt |
| EOYFMV | $4,677,609 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT FOR RETURN OF CAPITAL | Desc |
| Amt | $3,373 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH FEE | Desc |
| Revenue And Expenses Per Books | $25,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,138 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,563 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,563 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRADES | Desc |
| BOY Book Value | $122,991 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,180 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |