VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2015
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- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-04
- IRS object ID
- 201601259349101150
- Schema version
- 2015v2.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-04T17:00:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426477722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET G YOUNG CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5152452424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL SHIMP | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Phone | 5152452424 | PhoneNum |
| Signature | 2016-04-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,587,994 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $39,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,500 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,320 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $133,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,089 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,407 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,703 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,703 | 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 |
| Other Prof Fees Rev And Expnss | $5,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,628 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,628 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,427 | TaxesRevAndExpnssAmt |
| 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 | $32,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,957 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,957 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,646 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $916,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,038,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $968,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $639,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $597,724 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $591,573 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,629,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,663,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,587,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,629,601 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,663,503 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,629,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,663,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,629,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,663,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,629,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $495 | OtherIncreasesAmt |
| Subtotal | $1,663,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,663,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1.291 DODGE & COX INTERNATIONAL STOCK FUND | 2008-12-02 | 2015-01-14 | $53 | $28 | $25 | $25 | |
| 1539.483 MFS INTERNATIONAL GROWTH FUND-I | 2015-01-14 | $43,629 | $33,672 | $9,957 | $9,957 | ||
| 105.798 RIDGEWORTH ULTRA SHORT BOND FUND-IN (DA) | 2012-07-03 | 2015-01-14 | $1,055 | $1,053 | $2 | $2 | |
| 1180. BTC BOND FUND | 2002-04-07 | 2015-01-20 | $12,395 | $12,216 | $179 | $179 | |
| 1842.552 AMERICAN CENTURY SMALL CAP VALUE FUND-IN | 2015-02-25 | $16,749 | $16,728 | $21 | $21 | ||
| 2769.836 AMERICAN CENTURY SMALL CAP VALUE FUND-IN | 2015-02-25 | $25,178 | $21,265 | $3,913 | $3,913 | ||
| 56.59 DODGE & COX INTERNATIONAL STOCK FUND | 2008-12-02 | 2015-02-25 | $2,498 | $1,247 | $1,251 | $1,251 | |
| 788.254 LOOMIS SAYLES SMALL CAP GROWTH FUND-INS | 2015-02-25 | $18,871 | $18,391 | $480 | $480 | ||
| 1016.774 LOOMIS SAYLES SMALL CAP GROWTH FUND-INS | 2015-02-25 | $24,342 | $18,553 | $5,789 | $5,789 | ||
| 56.454 MFS INTERNATIONAL GROWTH FUND-I | 2013-02-12 | 2015-02-25 | $1,725 | $1,606 | $119 | $119 | |
| 163.234 T ROWE PRICE INTERNATIONAL GROWTH & INCO | 2015-01-14 | 2015-02-25 | $2,380 | $2,202 | $178 | $178 | |
| 171. BTC STOCK FUND | 2003-03-04 | 2015-02-25 | $20,623 | $19,749 | $874 | $874 | |
| 368.938 RIDGEWORTH ULTRA SHORT BOND FUND-IN (DA) | 2015-08-14 | $3,667 | $3,678 | -$11 | -$11 | ||
| 6598.297 RIDGEWORTH ULTRA SHORT BOND FUND-IN (DA) | 2015-08-14 | $65,587 | $65,814 | -$227 | -$227 | ||
| 761. BTC STOCK FUND | 2003-03-04 | 2015-08-14 | $93,874 | $95,606 | -$1,732 | -$1,732 | |
| 518. BTC SMALL CAP FUND | 2015-02-25 | 2015-08-14 | $5,111 | $5,247 | -$136 | -$136 | |
| 286.715 GOLDMAN SACHS HIGH YIELD FUND-INS (DA) | 2009-05-12 | 2015-12-04 | $1,792 | $1,666 | $126 | $126 | |
| 96.376 MFS INTERNATIONAL GROWTH FUND-I | 2013-02-12 | 2015-12-04 | $2,842 | $2,742 | $100 | $100 | |
| 4179. BTC BOND FUND | 2002-04-07 | 2015-12-04 | $42,693 | $43,185 | -$492 | -$492 | |
| 101. BTC STOCK FUND | 2003-03-04 | 2015-12-04 | $11,764 | $12,724 | -$960 | -$960 | |
| 323. BTC LARGE CAP VALUE | 2015-08-14 | 2015-12-04 | $4,503 | $4,533 | -$30 | -$30 | |
| 276. BTC SMALL CAP FUND | 2015-02-25 | 2015-12-04 | $2,596 | $2,733 | -$137 | -$137 | |
| CAPITAL GAIN DIVIDENDS | $37 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,500 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,690,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046208 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,599,802 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046991 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,515,380 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04872 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,614 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,516,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047227 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,226 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,443,239 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048659 | DistributionYr5Rt |
| Total Distribution | 0.237805 | TotalDistributionRt |
| Average Distribution | 0.047561 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,682,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,288 | 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 | $1,178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,151 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,151 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $973 | OverpaymentAmt |
| Applied To ES Tax | $295 | AppliedToESTaxAmt |
| Refund | $678 | 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 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BANKERS TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $21,407 | CompensationAmt |
| 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 | $1,683,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,708,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,708,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,682,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,178 | TotalTaxAmt |
| Distributable Before Adj | $82,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,288 | 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 | $81,288 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $67,953 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $81,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $67,953 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,335 | 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 | $69,607 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEE VIEREGGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152452937 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF GRANT INCLUDING STATEMENT ORGANIZATION IS 501(C)(3) EXEMPT, THE AMOUNT OF THE REQUEST, AND DESCRIPTION OF PROGRAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD OF | ||||||||
| GREATER IOWA | 851 19TH ST | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-REPRODUCTIVE | $1,000 |
| ANIMAL RESCUE LEAGUE OF | ||||||||
| IOWA | 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | EXEMPT | CHARITABLE-HUMANE TREATMENT | $1,000 |
| HOYT SHERMAN PLACE | ||||||||
| FOUNDATION | 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | LITERARY SUPPORT OF THE | $978 |
| FRIENDS OF IOWA PUBLIC | ||||||||
| TELEVISION | 6535 CORPORATE DR | JOHNSTON | IA | 50131 | NONE | EXEMPT | EDUCATIONAL-PUBLIC | $500 |
| BETHEL MISSION | ||||||||
| 1610 6TH AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-MENS RELIEF | $1,000 | |
| HOUSE OF MERCY WOMEN | ||||||||
| CHILDREN SERVICES | 1409 CLARK ST | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-HOUSING | $500 |
| ROOSEVELT HIGH SCHOOL | ||||||||
| FOUNDATION | 4419 CENTER STREET | DES MOINES | IA | 50314 | NONE | EXEMPT | EDUCATIONAL-BOOKS/SUPPLIES | $500 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | EXEMPT | SCIENTIFIC-MEDICAL CARE TO | $500 | |
| NATURE CONSERVANCY | ||||||||
| 505 5TH AVE STE 930 | DES MOINES | IA | 50309 | NONE | EXEMPT | SCIENTIFIC-RESEARCH | $500 | |
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | NONE | EXEMPT | CHARITABLE-HOUSING FOR | $500 | |
| RONALD MCDONALD HOUSE | ||||||||
| CHARITIES | ONE KROC DR | OAK BROOK | IL | 60523 | NONE | EXEMPT | MEDICAL-RESEACH FOR CANCER | $1,000 |
| GRANGER PUBLIC LIBRARY | ||||||||
| 1906 MAIN ST | GRANGER | IA | 50109 | NONE | EXEMPT | EDUCATIONAL-GENERAL FUND | $500 | |
| CENTRAL IOWA SHELTER AND SERVICES | ||||||||
| 1420 MULBERRY ST | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE - GENERAL FUND | $500 | |
| YOUTH SHELTERS AND SERVICES | ||||||||
| PO BOX 1628 | AMES | IA | 50010 | NONE | EXEMPT | YOUTH | $1,000 | |
| HOSPICE OF CENTRAL IOWA | ||||||||
| 1821 WEST GRAND AVE | DES MOINES | IA | 50265 | NONE | EXEMPT | MEDICAL - ASSISTANCE TO | $1,067 | |
| CENTER TO PREVENT HANDGUN VIOLENCE | ||||||||
| 1225 EYE STREET NW STE 1100 | WASHINGTON | DC | 20005 | NONE | EXEMPT | EDUCATION - PREVENTION OF | $500 | |
| FURTHER SHORE INC | ||||||||
| PO BOX 23518 | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HEALTH - EDUCATION ON | $1,500 | |
| NOW LEGAL DEFENSE FUND | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | EDUCATION - ADVANCE THE | $500 | |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| 7225 NW 58TH ST | JOHNSTON | IA | 50131 | NONE | EXEMPT | MEDICAL-TREATMENT OF | $1,000 | |
| FOOD BANK OF IOWA | ||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-ALLIVIATE | $1,067 | |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | EXEMPT | CHARITABLE-ANIMAL RESCUE | $1,067 | |
| GRIMES LIBRARY | ||||||||
| 200 N JAMES ST | GRIMES | IA | 50111 | NONE | EXEMPT | CHARITABLE-LIBRARY BOOKS | $500 | |
| IOWA NATIONAL HERITAGE | ||||||||
| 505 5TH AVE 444 | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATION | $500 | |
| RACCOON VALLEY ANIMAL SHELTER | ||||||||
| PO BOX 38 | BOONE | IA | 50036 | NONE | EXEMPT | HUMANITARIAN - CARE OF | $500 | |
| FURRY FRIENDS REFUGE | ||||||||
| 9235 SWANSON BLVD | CLIVE | IA | 50325 | NONE | EXEMPT | HUMANITARIAN CARE OF | $1,067 | |
| WILDWOOD HILLS RANCH | ||||||||
| 3000 ST CHARLES RD | ST CHARLES | IA | 50240 | NONE | EXEMPT | HUMANITARIAN-CAMP FOR AT | $500 | |
| NOAHS ARK ANIMAL FOUNDATION | ||||||||
| 1986 W GEAR AVE | FAIRFIELD | IA | 52556 | NONE | EXEMPT | HUMANITARIAN-PROVIDE | $500 | |
| AMERICAN RED CROSS | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | CHARITABLE - DIASTER RELIEF | $1,067 | |
| PRESCOTT POPS SYMPHONY | ||||||||
| PO BOX 10232 | PRESCOTT | AZ | 86304 | NONE | EXEMPT | CHARITABLE - MUSIC | $2,000 | |
| VERDE VALLEY FIRE FOUNDATION | ||||||||
| 2700 E GODARD RD | COTTONWOOD | AZ | 86326 | NONE | EXEMPT | SAFETY | $1,699 | |
| AHEINZ57 PET RESCUE | ||||||||
| 23863 MAPLE RIDGE | ADEL | IA | 50003 | NONE | EXEMPT | ANINAL CRUELTY PREVENTION | $1,778 | |
| TELLURIDE SOCIETY FOR JAZZ | ||||||||
| PO BOX 2132 | TELLURIDE | CO | 81435 | NONE | EXEMPT | ADVANCEMENT OF THE ARTS | $1,500 | |
| POORE MEDICAL CLINIC | ||||||||
| 120 W FINE AVE | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | MEDICAL RESEARCH | $1,500 | |
| ORCHARD PLACE | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | SHELTER FOR DISADVANTAGED | $1,000 | |
| FORESIGHT INSTITUTE | ||||||||
| BOX 61058 | PALO ALTO | CA | 94306 | NONE | EXEMPT | MEDICAL RESEACH | $4,247 | |
| FRIENDS OF IOWA CASA ICFCRB | ||||||||
| 321 E 12TH ST | DES MOINES | IA | 50319 | NONE | EXEMPT | ADULT SHELTER | $1,000 | |
| DREAM SCHOLARSHIPS | ||||||||
| 453 7TH ST | DES MOINES | IA | 50309 | NONE | EXEMPT | PROVIDE EDUCATIONAL | $2,000 | |
| INCLUDE AUTISM | ||||||||
| 625 PENNSYLVANIA AVE | SAN DIEGO | CA | 92103 | NONE | EXEMPT | ASSISTANCE TO INDIVIDUALS | $5,333 | |
| PRESCOTT MOUNTAIN BIKE ALLIANCE | ||||||||
| LOCAL | PRESCOTT | AZ | 86301 | NONE | EXEMPT | RECREATIONAL ADVANCEMENT | $1,994 | |
| SEDONA ARTS CENTER | ||||||||
| 2115 SHELBY DR | SEDONA | AZ | 86336 | NONE | EXEMPT | PROMOTION OF THE ARTS | $1,699 | |
| WORLD FOOD PROGRAM | ||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | WORLD HUNGER ASSISTANCE | $500 | |
| HUMANE SOCIETY OF SEDONA | ||||||||
| 2115 SHELBY DR | SEDONA | AZ | 86336 | NONE | EXEMPT | ASSIST AND CARE OF ANIMALS | $1,699 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| PO BOX 30673 | FLAGSTAFF | AZ | 86003 | NONE | EXEMPT | MEDICAL RESEARCH | $1,000 | |
| PRESCOTT SCHOOL BAND BOOSTERS | ||||||||
| PO BOX | PRESCOTT | AZ | 86304 | NONE | EXEMPT | PROMOTION OF MUSIC IN | $1,000 | |
| SEDONA COMMUNITY CENTER | ||||||||
| 2615 MELONDY LN | SEDONA | AZ | 86336 | NONE | EXEMPT | COMMUNITY ENRICHMENT | $1,699 | |
| SPECIAL OLYMPICS ARIZONA | ||||||||
| 2100 S 75TH AVE | PHOENIX | AZ | 85043 | NONE | EXEMPT | PROMOTION OF SPORTS IN | $1,000 | |
| THE WHEEL COUNCIL | ||||||||
| 2015 N NAVAJO DR | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | WHOLISTIC MEDICINE | $1,494 | |
| ALLIANCE FOR CHILDREN EVERYWHERE | ||||||||
| 4826 E 12TH ST | TUCSON | AZ | 85711 | NONE | EXEMPT | SUPPORT OF CHILDRENS ISSUES | $4,247 | |
| CAMPFIRE HEART OF IOWA | ||||||||
| 5615 HICKMAN RD | DES MOINES | IA | 50310 | NONE | EXPEMPT | PROMOTION OF VALUES IN | $500 | |
| HOMES 4 MY PEEPS | ||||||||
| RIVER BEND NEIGHBORHOOD | DES MOINES | IA | 50312 | NONE | EXEMPT | HOME REMODEL BUILD FOR | $1,778 | |
| GOLDEN BONE RESCUE AND REHAB | ||||||||
| 2710 AZ 89A | SEDONA | AZ | 86339 | NONE | EXEMPT | ANIMAL SHELTER AND WELLNESS | $1,699 | |
| COMMUNITY CATS HUMANE SOCIETY | ||||||||
| 845 MEADOW LN | GOLDEN VALLEY | MN | 55422 | NONE | EXEMPT | CARE OF LOST AND ABUSED | $2,000 | |
| CRITTER CRUSADERS | ||||||||
| PO BOX 10111 | CEDAR RAPIDS | IA | 52410 | NONE | EXEMPT | HUMANE ANIMAL CARE | $1,778 | |
| DALLAS CENTER GRIMES EDUCATION FOUNDATIO | ||||||||
| PO BOX 945 | GRIMES | IA | 50111 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,957 | 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 | $39,632 | 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 | $91,500 | 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 | $133,452 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,452 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC BOND FUND | $597,724 | $591,573 |
| RIDGEWORTH ULTRA SHORT BOND FD |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC STOCK FUND | $598,045 | $554,427 |
| DODGE COX INTL STOCK FUND | $88,476 | $88,038 |
| MFS INTERNATIONAL GROWTH | $71,220 | $67,408 |
| T ROWE PRICE INTL GRWTH INC FU | $71,163 | $68,192 |
| GOLDMAN SACHS HI YLD FUND | $71,682 | $62,334 |
| LOOMIS SAYLES SMALL CAP GROWTH | ||
| AMERICAN CENTURY SMALL CAP | ||
| BTC LARGE CAP VAL FUND | $63,516 | $61,321 |
| BTC SMALL CAP FUND | $74,031 | $67,055 |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF ACCRUALS | Desc |
| Amt | $495 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES-SUBJECT T | $4,629 | $2,315 | $2,315 |
| TAX PREPARATION FEE (ALLOCABLE | $625 | $313 | $313 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,917 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,151 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $353 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $0 | $0 |
Comments