VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-04
- IRS object ID
- 201521249349100122
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T13:00:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-04-30 | SignatureDt |
| 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 | $1,692,085 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,695 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $156,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,445 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,723 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,723 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,194 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $313 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $313 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,694 | 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 | $29,152 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,260 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,574 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $873,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $916,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $975,180 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $676,904 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $639,683 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $643,331 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,567,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,629,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,692,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,567,207 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,629,601 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,567,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,567,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,629,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,567,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,629,639 | SubtotalAmt |
| Other Decreases | $38 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2404.283 QS BATTERYMARCH EMERGING MARKETS FUND-I | 2014-02-18 | $44,407 | $47,973 | -$3,566 | -$3,566 | ||
| 143.698 QS BATTERYMARCH EMERGING MARKETS FUND-I | 2014-02-18 | $2,654 | $2,933 | -$279 | -$279 | 2013-04-02 | |
| 573.909 VANGUARD MID-CAP INDEX FD-A FUND #859 | 2014-02-18 | $17,516 | $10,667 | $6,849 | $6,849 | ||
| 7364. BTC BOND FUND | 2014-02-18 | $75,954 | $76,125 | -$171 | -$171 | 2002-04-07 | |
| 27. BTC STOCK FUND | 2014-02-18 | $2,836 | $2,750 | $86 | $86 | 2003-03-04 | |
| 148.921 AMERICAN CENTURY SMALL CAP VALUE FUND-IN | 2014-04-29 | $1,422 | $1,056 | $366 | $366 | 2010-08-24 | |
| 401. BTC STOCK FUND | 2014-04-30 | $42,694 | $41,992 | $702 | $702 | 2003-03-04 | |
| 70.19 RIDGEWORTH ULTRA SHORT BOND FUND-IN (DA) | 2014-10-21 | $701 | $698 | $3 | $3 | 2012-07-03 | |
| 1302. BTC BOND FUND | 2014-10-21 | $13,588 | $13,464 | $124 | $124 | 2002-04-07 | |
| 107. BTC STOCK FUND | 2014-10-21 | $11,596 | $12,015 | -$419 | -$419 | 2003-03-04 | |
| 242.023 AMERICAN CENTURY SMALL CAP VALUE FUND-IN | 2014-12-04 | $2,379 | $1,716 | $663 | $663 | 2010-08-24 | |
| 86.042 DODGE & COX INTERNATIONAL STOCK FUND | 2014-12-04 | $3,856 | $1,896 | $1,960 | $1,960 | 2008-12-02 | |
| 127.563 LOOMIS SAYLES SMALL CAP GROWTH FUND-INS | 2014-12-04 | $3,291 | $2,288 | $1,003 | $1,003 | 2012-01-24 | |
| 121.179 MFS INTERNATIONAL GROWTH FUND-I | 2014-12-04 | $3,655 | $2,174 | $1,481 | $1,481 | 2009-05-12 | |
| 558. BTC STOCK FUND | 2014-12-09 | $64,798 | $63,063 | $1,735 | $1,735 | 2003-03-04 | |
| CAPITAL GAIN DIVIDENDS | $9,849 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,695 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,599,802 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046991 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,515,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,614 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,516,365 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,443,239 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048659 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,308,874 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054459 | DistributionYr5Rt |
| Total Distribution | 0.246056 | TotalDistributionRt |
| Average Distribution | 0.049211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,690,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,136 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,865 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $2,917 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| 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 | $21,445 | 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 | $1,670,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,716,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,716,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,690,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,865 | TotalTaxAmt |
| Distributable Before Adj | $81,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,136 | 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 | $78,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,406 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | 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 | $78,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,406 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,730 | 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 | $67,953 | 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 | SHARON GRAFFT | 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 (47 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 | $1,500 |
| HOYT SHERMAN PLACE | ||||||||
| FOUNDATION | 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | LITERARY SUPPORT OF THE | $602 |
| 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 | |
| ALS FOUNDATION | ||||||||
| 27001 AGOURA RD STE 150 | CALABASAS HILL | CA | 91301 | NONE | EXEMPT | SCIENTIFIC-RESEARCH | $1,342 | |
| 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 | $1,073 | |
| FURTHER SHORE INC | ||||||||
| PO BOX 23518 | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HEALTH - EDUCATION ON | $4,013 | |
| 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 | $1,073 | |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | EXEMPT | CHARITABLE-ANIMAL RESCUE | $1,073 | |
| 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 | $1,073 | |
| FLAGSTAFF SHELTER SERVICES | ||||||||
| 216 W PHOENIX AVE | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HUMANIARIAN-PROVIDE SHELTER | $1,000 | |
| 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 | $1,073 | |
| BOTHANDS INC | ||||||||
| PO BOX 30134 | FLAGSTAFF | AZ | 86003 | NONE | EXEMPT | CHARITABLE - AFFORDABLE | $1,000 | |
| HOPE MINISTRIES | ||||||||
| 1310 6TH AVENUE | DES MOINES | IA | 50304 | NONE | EXEMPT | CHARITABLE - SERVING | $1,342 | |
| AHEINZ57 PET RESCUE | ||||||||
| 23863 MAPLE RIDGE | ADEL | IA | 50003 | NONE | EXEMPT | ANINAL CRUELTY PREVENTION | $1,342 | |
| 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 | $8,051 | |
| 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 | $4,064 | |
| CAMP SOARING EAGLE | ||||||||
| 595 NORTH ASPAAS RD | CORNVILLE | AZ | 86325 | NONE | EXEMPT | CAMP EXPERIENCE FOR SPECIAL | $2,013 | |
| COMMUSIKEY INC | ||||||||
| 327 N ALARCON ST | PRESCOT | AZ | 86301 | NONE | EXEMPT | MUSIC GRANTS | $2,000 | |
| FULL CIRCLE TRADE AND THRIFT | ||||||||
| 2 S BEAVER ST 100 | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | FUNDING SOURCE FOR NON | $1,000 | |
| HOPE ANIMAL RESCUES | ||||||||
| PO BOX 397 | GODFREY | IL | 62035 | NONE | EXEMPT | ANIMAL WELFARE | $1,342 | |
| INCLUDE AUTISM | ||||||||
| 625 PENNSYLVANIA AVE | SAN DIEGO | CA | 92103 | NONE | EXEMPT | ASSISTANCE TO INDIVIDUALS | $5,367 | |
| KESTREL SCHOOLS INC | ||||||||
| 325 NORTH WASHINGTON AVE | PRESCOTT | AZ | 86301 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $500 | |
| POORE MEDICAL CLINIC INC | ||||||||
| 120 W FINE AVE | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | MEDICAL ASSISTANCE | $1,000 | |
| PRESCOTT MOUNTAIN BIKE ALLIANCE | ||||||||
| LOCAL | PRESCOTT | AZ | 86301 | NONE | EXEMPT | RECREATIONAL ADVANCEMENT | $5,000 | |
| HUMANE SOCIETY OF SEDONA | ||||||||
| 2115 SHELBY DR | SEDONA | AZ | 86336 | NONE | EXEMPT | ANIMAL RESCUE | $2,013 | |
| UNITED ANIMAL FRIENDS | ||||||||
| PO BOX 11133 | PRESCOTT | AZ | 86304 | NONE | EXEMPT | ANIMAL RESCUE | $550 | |
| WORLD FOOD PROGRAM | ||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | WORLD HUNGER ASSISTANCE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,906 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,730 | 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 | $115,695 | 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 | $156,490 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,490 | 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 | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $4,388 | Amt |
| Net Investment Income | $2,194 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,194 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC BOND FUND | $571,875 | $575,686 |
| RIDGEWORTH ULTRA SHORT BOND FD | $67,808 | $67,645 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC STOCK FUND | $617,135 | $648,533 |
| DODGE COX INTL STOCK FUND | $80,806 | $95,004 |
| MFS INTERNATIONAL GROWTH | $88,275 | $96,763 |
| LEGG MASON EMERG MKT TRUST | ||
| GOLDMAN SACHS HI YLD FUND | $67,601 | $65,670 |
| LOOMIS SAYLES SMALL CAP GROWTH | $30,275 | $34,184 |
| AMERICAN CENTURY SMALL CAP | $32,252 | $35,026 |
| VANGUARD MIDCAP INDEX FUND |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CTF ACCRUALS | Desc |
| Amt | $38 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $625 | Amt |
| Net Investment Income | $313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $313 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,388 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $274 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $32 | $0 | $0 |
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