COONS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COONS FOUNDATION (EIN 39-1898965)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-04
- IRS object ID
- 201531249349101133
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T14:21:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421361038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT STREET SUITE 1450 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503093918 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391898965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COONS FOUNDATION CO KENTON R COONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COON | BusinessNameControlTxt |
| Phone | 6417661001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENTON COONS | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 6417661001 | PhoneNum |
| Signature | 2015-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY A ANDERSON | PreparerPersonNm |
| PTIN | P00223704 | PTIN |
| Phone | 5152440266 | PhoneNum |
| Preparation | 2015-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,467,453 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,823 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,195 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $372,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,133 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $680 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,051 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,055 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,961 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $278,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $356,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,377 | CashBOYAmt |
| Cash EOY | $69,719 | CashEOYAmt |
| Cash EOYFMV | $69,719 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,783,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,885,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,215,306 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,150,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,150,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,174,720 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,708 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,708 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,039,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,112,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,467,453 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,039,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,112,993 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,039,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,039,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,112,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,039,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,122,205 | SubtotalAmt |
| Other Decreases | $9,212 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CALL FE | P | 2014-02-24 | 2014-01-16 | $750 | $750 | $750 | |
| CALL NE | P | 2014-07-21 | 2014-06-20 | $1,440 | $1,440 | $1,440 | |
| INTEL CORP | P | 2013-12-04 | 2014-05-09 | $3,247 | $322 | $322 | $2,925 |
| PARAGON OFFSHORE | P | 2014-05-16 | 2014-12-19 | $4,237 | -$10,540 | -$10,540 | $14,777 |
| SECTOR SPDR UTILITIES | P | 2014-04-01 | 2014-05-09 | $3,261 | $305 | $305 | $2,956 |
| FIRST ENERGY CORP | P | 2011-04-15 | 2014-12-19 | $77,858 | $685 | $685 | $77,173 |
| FIRST ENERGY CORP | P | 2011-04-15 | 2014-12-30 | $162,054 | $7,708 | $7,708 | $154,346 |
| SPDR DOW JONES INDUST | P | 2014-07-24 | $250,736 | $73,756 | $73,756 | $176,980 | |
| AMERICAN FUNDAMENTAL INVESTORS | P | 2013-09-16 | 2014-05-05 | $1,190 | $88 | $88 | $1,102 |
| AMERICAN FUNDAMENTAL INVESTORS | P | 2014-03-18 | 2014-05-05 | $5,072 | $80 | $80 | $4,992 |
| AMERICAN FUNDAMENTAL INVESTORS | P | 2013-12-20 | 2014-05-05 | $9,265 | $184 | $184 | $9,081 |
| CAPITAL GAINS DIVIDENDS | P | $57,417 | $57,417 | $57,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,195 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,801,791 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052833 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,711 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,609,111 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048103 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,294,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,780,982 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041064 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,919 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,108,070 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058209 | DistributionYr5Rt |
| Total Distribution | 0.236529 | TotalDistributionRt |
| Average Distribution | 0.047306 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,148,540 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,557 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $278,961 | 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 | $3,564 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,564 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,564 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,044 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE S COONS | IndividualWithBooksNm |
| Phone | 6417661001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENTON R COONS | ||||||||
| 17112 480TH LANE | CHARITON | IA | 50049 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHRISTINE COONS | ||||||||
| 47458 170TH AVE | CHARITON | IA | 50049 | DIRECTOR/SEC. TREASURE | 0.00 | $0 | $0 | $0 |
| KEVIN COONS | ||||||||
| 3225 HILLCREST DRIVE | DES MOINES | IA | 50310 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KYLE COONS | ||||||||
| 3908 REGENCY PARK CT | FLOWER MOUND | TX | 75022 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN DIXSON | ||||||||
| 17112 480TH LANE | CHARITON | IA | 50049 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,154,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,226,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,226,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,148,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,564 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,564 | TotalTaxAmt |
| Distributable Before Adj | $253,863 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $253,863 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $253,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $278,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $278,961 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,564 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $275,397 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,279 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $278,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,279 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,682 | 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 | $145,181 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPANOOSE COUNTY HISTORICAL SOCIETY | |||||||
| 100 WEST MAPLE STREET | CENTERVILLE | IA | 52544 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BLANK'S CHILDREN'S HOSPITAL | |||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | CHARITABLE | $28,000 |
| CHARITON HIGH SCHOOL | |||||||
| 501 N GRAND | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $43,000 |
| CHARITON PUBLIC LIBRARY | |||||||
| 803 BRADEN | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| CIRCLE OF LIFE HOSPICE | |||||||
| 220 NORTHWESTERN AVE PO BOX 569 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT ST | DES MOINES | IA | 503092148 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 2210 WALNUT ST STE 2 | DES MOINES | IA | 503099933 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 923 ROLAND AVE | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | RELIGIOUS | $12,000 |
| FOOD BANK OF IA | |||||||
| 2220 E 17TH STREET | DES MOINES | IA | 503162114 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| FRIENDS OF IOWA PUBLIC TELEVISION | |||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| HELP HOPE LIVE | |||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | NONE | PUBLIC CHARITY | CHARITABLE | $30,000 |
| HUMANE SOCIETY OF LUCAS COUNTY | |||||||
| 118 E LINCOLN | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| HUMESTON PUBLIC LIBRARY | |||||||
| 113 BROAD STREET PO BOX 672 | HUMESTON | IA | 50123 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JOHN L LEWIS MUSEUM | |||||||
| 102 DIVISION | LUCAS | IA | 50151 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| LIVING HISTORY FARMS | |||||||
| 11121 HICKMAN ROAD | URBANDALE | IA | 50322 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| LUCAS CO PRESERVATION ALLIANCE | |||||||
| 106 N GRAND PO BOX 678 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $40,000 |
| SALVATION ARMY | |||||||
| PO BOX 672 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SCIENCE CENTER OF IOWA | |||||||
| 401 W MARTIN LUTHER JR PKWY | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| THE VILLAGE GOOD SHEPHERD FD | |||||||
| 1203 NORTH E STREET | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444450 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| WESLEY LIFE RETIREMENT SERVICES | |||||||
| 5508 NW 88TH | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WILLIAM WOODS UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | FULTON | MO | 65251 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| VAN ALLEN ELEMENTARY | |||||||
| 1129 ASHLAND | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $4,000 |
| HEART FOR HOOVES RESCUE | |||||||
| 801 CLARKDALE ROAD | MYSTIC | IA | 52574 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FLOWER MOUND UNITED METHODIST CHURCH | |||||||
| 3950 BRUTON ORAND BLVD | FLOWER MOUND | TX | 75022 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,000 |
| RUSELL FIRE DEPARTMENT | |||||||
| 115 S MAPLE | RUSSELL | IA | 50238 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| INTERCHURCH COUNCIL OF LUCAS COUNTY | |||||||
| PO BOX 464 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,486 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $366,133 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $366,133 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTINE COONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1Txt |
| City | CHARITON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,823 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 SHARES OF CHEVRONCOST BASIS $6,823 | NoncashPropertyDesc |
| Fair Market Value | $22,676 | FairMarketValueAmt |
| Received | 2014-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROTH & COMPANY | CategoryTxt |
| Amt | $1,360 | Amt |
| Net Investment Income | $680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $680 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH | BondNm |
| EOY Book Value | $1,150,000 | EOYBookValueAmt |
| EOYFMV | $1,174,720 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $2,885,566 | EOYBookValueAmt |
| EOYFMV | $4,215,306 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRADES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $7,708 | EOYBookValueAmt |
| EOYFMV | $7,708 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT FOR RETURN OF CAPITAL | Desc |
| Amt | $9,212 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH FEE | $11,290 | $9,032 | $2,258 |
| BANK FEE | $46 | $23 | $23 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,051 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |