DANIEL J & ANN L KRUMM CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & ANN L KRUMM CHARITABLE TRUST (EIN 42-1308651)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-18
- IRS object ID
- 201501389349100400
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-18T07:00:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD J ROMAN | PreparerPersonNm |
| PTIN | P00364310 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2015-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,779,802 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $104,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,348,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,257 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $283,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,785 | TotalNetInvstIncmAmt |
| 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 | $46,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,112 | 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 | $54,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,933 | CashBOYAmt |
| Cash EOY | $4,426 | CashEOYAmt |
| Cash EOYFMV | $4,426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $144,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,239 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,115,634 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,113,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,604,137 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,263,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,288,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,779,802 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,263,709 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,288,766 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,263,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,288,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,263,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,288,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,263,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,288,769 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,288,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13985.835 CREDIT SUISSE COMM RET ST CO | 2011-08-22 | 2014-02-05 | $101,957 | $130,208 | -$28,251 | -$28,251 | |
| 6347.943 CREDIT SUISSE COMM RET ST CO | 2014-02-05 | $46,277 | $46,287 | -$10 | -$10 | ||
| 43974.344 NUVEEN STRATEGIC INCOME I | 2014-02-05 | $490,754 | $462,670 | $28,084 | $28,084 | ||
| 29182.867 NUVEEN CORE PLUS BOND I | 2014-02-05 | $332,393 | $325,661 | $6,732 | $6,732 | ||
| 8895.615 TFS MARKET NEUTRAL FUND | 2012-06-27 | 2014-02-05 | $132,100 | $132,634 | -$534 | -$534 | |
| 267.575 GOLDMAN SACHS M C VALUE CL INST | 2011-08-22 | 2014-06-05 | $12,758 | $8,215 | $4,543 | $4,543 | |
| 338.464 HARBOR CAPITAL APRCTION INST | 2010-08-17 | 2014-06-05 | $19,546 | $10,503 | $9,043 | $9,043 | |
| 71.792 NEUBERGER BERMAN GENESIS INSTL FD | 2011-08-22 | 2014-06-05 | $4,356 | $3,081 | $1,275 | $1,275 | |
| 2685.621 NUVEEN DIVIDEND VALUE FUND CLASS I | 2011-08-22 | 2014-06-05 | $46,837 | $31,851 | $14,986 | $14,986 | |
| 104.761 NUVEEN MID CAP GRWTH OPP FD CL I | 2014-06-05 | $5,382 | $4,465 | $917 | $917 | ||
| 60177.487 P I M C O FDS TOTAL RETURN FD | 2014-09-30 | $654,129 | $683,565 | -$29,436 | -$29,436 | ||
| 18679.185 P I M C O FDS TOTAL RETURN FD | 2014-09-30 | $203,043 | $202,583 | $460 | $460 | ||
| 811.795 HARBOR CAPITAL APRCTION INST | 2010-08-17 | 2014-12-01 | $50,656 | $25,190 | $25,466 | $25,466 | |
| 3851.882 NUVEEN REAL ESTATE SECS I | 2014-12-01 | $95,758 | $91,020 | $4,738 | $4,738 | ||
| 1021.845 NUVEEN DIVIDEND VALUE FUND CLASS I | 2011-08-22 | 2014-12-01 | $18,148 | $12,119 | $6,029 | $6,029 | |
| CAPITAL GAIN DIVIDENDS | $134,215 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,257 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,122 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,708,103 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,512,166 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040114 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,674 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,547,011 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $162,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,344,158 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037476 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $158,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,900,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04073 | DistributionYr5Rt |
| Total Distribution | 0.197807 | TotalDistributionRt |
| Average Distribution | 0.039561 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,861,518 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $192,327 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,314 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $194,641 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $204,550 | 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 | $2,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $886 | OverpaymentAmt |
| Applied To ES Tax | $886 | 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 | $4,890,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,935,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,935,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,861,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,314 | TotalTaxAmt |
| Distributable Before Adj | $240,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,550 | 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 | $204,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,314 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $202,236 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,695 | UndistributedIncomePYAmt |
| 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 | $204,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,695 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $855 | 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 | $239,907 | 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 (10 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 | $10,250 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 6123 SCOUT TRAIL | DES MOINES | IA | 503211601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| 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 | $10,000 | MIKE STOFFREGEN DIRECTOR |
| OGLALA SIOUX TRIBE PRTNR FOR HOUSING | ||||||||
| PO BOX 3001 | PINE RIDGE | SD | 57770 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | C/O EMMA CLIFFORD |
| EMPOWER TANZANIA INC | ||||||||
| 6980 CODY DR 62 | WEST DES MOINES | IA | 50266 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE SUITE 1034 | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,750 | 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 | $104,843 | 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 | $178,257 | 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 | $283,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,100 | 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 | U.S. BANK, N.A., TAX PREP FEE | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO TOTAL RETURN FUND | |||
| HARBOR CAPITAL APPREC FD | AT COST | $219,228 | $409,529 |
| CREDIT SUISSE COMM RET ST | |||
| NUVEEN CORE PLUS BOND FUND | AT COST | $857,000 | $848,852 |
| NUVEEN INFLATION PRO SEC | AT COST | $204,202 | $224,812 |
| T ROWE PRICE INTL BOND FUND | AT COST | $172,169 | $146,285 |
| ABERDEEN FDS EMERG MKT FD | AT COST | $215,747 | $218,126 |
| AMERICAN EUROPACIFIC GRWTH FD | AT COST | $230,421 | $294,602 |
| GOLDMAN SACHS M C VALUE FD | AT COST | $79,526 | $104,540 |
| NEUBERGER BERMAN GENESIS FUND | AT COST | $85,868 | $112,527 |
| NUVEEN MID CAP GRWTH OPP FD | AT COST | $81,668 | $108,471 |
| NUVEEN REAL ESTATE SECURITIES | AT COST | $142,496 | $190,919 |
| SCOUT INTERNATIONAL FUND | AT COST | $237,699 | $268,217 |
| LOOMIS SAYLES ABS STRAT FD | |||
| NUVEEN STRATEGIC INCOME FD | |||
| NUVEEN DIVIDEND VALUE FUND | AT COST | $308,345 | $412,755 |
| TFS MARKET NEUTRAL FUND | |||
| ROBECO BOSTON PARTNERS | AT COST | $142,450 | $155,022 |
| BAIRD AGGREGATE BOND FD | AT COST | $785,551 | $803,167 |
| GOLDMAN SACHS COMM STRAT | AT COST | $151,935 | $107,842 |
| LOOMIS SAYLES STRAT ALPHA | AT COST | $198,796 | $198,471 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $46,300 | Amt |
| Net Investment Income | $46,300 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED EXCISE PAYMENTS | $3,200 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $2,112 | $2,112 | $0 |
| PY EXCISE PAYMENT DUE | $1,878 | $0 | $0 |