GEISLER PENQUITE CORPORATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GEISLER PENQUITE CORPORATION (EIN 23-7103845)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201441299349101494
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T12:41:53-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTO LAW OFFICE PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 W 2ND ST N | AddressLine1 |
| City | NEWTON | City |
| State | IA | State |
| ZIP Code | 50208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237103845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEISLER-PENQUITE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEIS | BusinessNameControlTxt |
| Phone | 6417912874 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAN SKOKAN PO BOX 924 | AddressLine1 |
| City | NEWTON | City |
| State | IA | State |
| ZIP Code | 50208 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN SKOKAN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6417912874 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A OTTO | PreparerPersonNm |
| Phone | 6417927000 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,659,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $66,852 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133,704 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,738,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $315,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,569 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $352,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $690,488 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $910 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $910 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $30,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,110 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,036 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,945 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,948 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,783,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,354,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,411,849 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,320,911 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,093,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,122,660 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,932,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,135,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,980,124 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $253,244 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,918 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,918 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,458,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,728,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,659,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,458,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,728,738 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,458,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,728,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,458,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,728,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,458,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $416,944 | OtherIncreasesAmt |
| Subtotal | $7,728,738 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,728,738 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INSTALLMENT CONTRACT | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2009-08-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $569,224 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $253,244 | CostOrOtherBasisAmt |
| Gain Or Loss | $315,980 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $315,980 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $315,980 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $375,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,977,701 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037624 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $341,755 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,449,068 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036168 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,474 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,045,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037597 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,152 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,456,152 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,977 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,408,752 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060321 | DistributionYr5Rt |
| Total Distribution | 0.195277 | TotalDistributionRt |
| Average Distribution | 0.039055 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,403,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $406,300 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,305 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $412,605 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $440,000 | 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 | $6,305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,305 | SubtotalAmt |
| Tax Based On Investment Income | $6,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,804 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,804 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,804 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,501 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAN SKOKAN | IndividualWithBooksNm |
| Phone | 6417912874 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 924 | AddressLine1 |
| City | NEWTON | City |
| State | IA | State |
| ZIP Code | 50208 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAN SKOKAN | ||||||||
| PO BOX 924 | NEWTON | IA | 50208 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MAUREEN TIMMER | ||||||||
| 908 MONROE ST | PELLA | IA | 50219 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARGARET TUNGSETH | ||||||||
| 812 UNIVERSITY | PELLA | IA | 50219 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EUGENE KNOPH | ||||||||
| 208 N 2ND AVE W | NEWTON | IA | 50208 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC SICKLER | ||||||||
| 164 DELFT DR | PELLA | IA | 50219 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN SCHNELL | ||||||||
| 228 W 14TH ST S | NEWTON | IA | 50208 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN SKOKAN | ||||||||
| PO BOX 924 | NEWTON | IA | 50208 | TREASURER | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,172,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,147,595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,561,713 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,561,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,403,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $520,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,305 | TotalTaxAmt |
| Distributable Before Adj | $513,859 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $513,859 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $513,859 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $440,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,305 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $433,695 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $513,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $436,193 | UndistributedIncomePYAmt |
| Qualifying Distributions | $440,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $436,193 | AppliedToYear1Amt |
| Applied To Current Year | $3,807 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $510,052 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAN SKOKAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 924 | AddressLine1 |
| City | NEWTON | City |
| State | IA | State |
| ZIP Code | 50208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6417912874 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WHICH STATES AMOUNT OF REQUEST AND CHARITABLE PURPOSE FOR THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JASPER COUNTY 4H | ||||||
| 550 N 2ND AVE W | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| JASPER COUNTY HABITAT FOR HUMANITY | ||||||
| PO BOX 782 | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| JASPER COUNTY HISTORICAL SOCIETY | ||||||
| 1700 S 15TH AVE W | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| NEWTON DOLLARS FOR SCHOLARS | ||||||
| 2683 HWY S74 S | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| NEWTON YMCA | ||||||
| 1701 S 8TH AVE E | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| PROGRESS INDUSTRIES FOUNDATAION | ||||||
| 1017 E 7TH ST N | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| PROJECT AWAKE | ||||||
| 3000 N 4TH AVE E | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| WESLEY PARK CENTRE ASSISTED LIVING | ||||||
| 500 1ST ST N | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| BAXTER COMMUNITY DOLLARS FOR SCHOLARS | ||||||
| 202 E STATE STREET | BAXTER | IA | 50028 | PUBLIC | ENDOWMENT FUND | $11,000 |
| CENTRAL COLLEGE | ||||||
| 812 UNIVERSITY ST | PELLA | IA | 50219 | PUBLIC | ENDOWMENT FUND | $264,000 |
| CENTRE FOR ARTS AND ARTISTS | ||||||
| PO BOX 5 | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| COLFAX-MINGO DOLLARS FOR SCHOLARS | ||||||
| 11565 N 4TH AVE W | COLFAX | IA | 50054 | PUBLIC | ENDOWMENT FUND | $11,000 |
| SKIFF HOSPICE | ||||||
| 204 N 4TH AVE E | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| IOWA SCULPTURE FESTIVAL | ||||||
| 1109 E 16TH ST S | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| JASPER COMMUNITY FOUNDATION-MINGO | ||||||
| PO BOX 925 | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| JASPER COUMMUNITY FOUNDATION-NEWTON | ||||||
| PO BOX 925 | NEWTON | IA | 50208 | PUBLIC | ENDOWMENT FUND | $11,000 |
| TEEN CHALLENGE OF THE MIDLANDS | ||||||
| 900 N LEAGUE RD | COLFAX | IA | 50054 | PUBLIC | ENDOWMENT FUND | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,852 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,402 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $17,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $397,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,888 | TotalIncomeProducingActyAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SHORT TERM | 2013-12 | $599,431 | $581,754 | $17,677 |
| LONG TERM | 2013-12 | $872,926 | $816,900 | $56,026 |
| LONG TERM 28% | 2013-12 | $216,789 | $177,273 | $39,516 |
| CAPITAL GAIN DISTR | 2003-12 | $49,767 | $49,767 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $2,093,901 | EOYBookValueAmt |
| EOYFMV | $2,122,660 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST | StockNm |
| EOY Book Value | $3,354,629 | EOYBookValueAmt |
| EOYFMV | $4,411,849 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5 ACRE BLDG SITE | $19,636 | $50,000 |
| COMMODITIES | $305,000 | $286,596 |
| 356 ACRES AGRICULTURAL PROPERTY | $1,554,250 | $3,367,404 |
| 13.94 ACRES ROADS, DITCHES, WATERWAYS | ||
| REAL ESTATE FUNDS | $256,456 | $276,124 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROWN WINNICK CORPORATE | $110 | $110 |
| OTTO LAW OFFICE TAX PREP | $800 | $800 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INSTALLMENT CONTRACT | $253,244 | ||
| FARM ACCOUNT | $2,918 | $2,918 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INSTALLMENT CONTRACT | $253,244 | ||
| FARM ACCOUNT | $2,918 | $2,918 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INSTALLMENT CONTRACT | $253,244 | ||
| FARM ACCOUNT | $2,918 | $2,918 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FARM RENTAL EXPENSES | $20,834 | $20,834 |
| INV ACCR INT | $111 | $111 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CRP | $2,553 |
| REFUND | $16 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJ TO BASIS | Description |
| Amount | $416,944 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST INVESTMENT | CategoryTxt |
| Amt | $30,110 | Amt |
| Net Investment Income | $30,110 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN | $2,418 | $2,418 |
| INSURANCE | $744 | $744 |
| FEDERAL TAX | $4,804 | $4,804 |
| FRANCHISE | $70 | $70 |
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