VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201301279349100965
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-07T12:31:24-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426477722 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET G YOUNG CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YOUN | NameControl |
| Phone | 5152452424 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL SHIMP | Name |
| Title | Trust Officer | Title |
| Phone | 5152452424 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1522549 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Savings Rev And Expnss | 58 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 58 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 43013 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 43013 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 81460 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 327254 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 81460 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 124531 | TotalRevenueAndExpenses |
| Total Net Investment Income | 124531 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 19185 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9592 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 9592 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3756 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1878 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1878 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 938 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 469 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 469 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2001 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 25880 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11939 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11939 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 61891 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 61891 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 87771 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11939 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 73830 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 36760 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 112592 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 214 | CashBOY |
| Savings And Temp Cash Invst BOY | 36949 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17773 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17773 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 959574 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 930246 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 906278 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 497447 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 580712 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 598498 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1494184 | TotalAssetsBOY |
| Total Assets EOY | 1528731 | TotalAssetsEOY |
| Total Assets EOYFMV | 1522549 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1494184 | CapitalStockBOY |
| Capital Stock EOY | 1528731 | CapitalStockEOY |
| Total Net Assets BOY | 1494184 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1528731 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1494184 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1528731 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1494184 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 36760 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1530944 | Subtotal |
| Other Decreases | 2213 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1528731 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (26 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 1414.47 DODGE & COX INTERNATIONAL STOCK FUND | 2008-12-02 | 2012-01-24 | 44089 | 31175 | 12914 | 12914 | |
| 1473.395 FIDELITY ADVISOR SMALL CAP FUND CLASS I | 2012-01-24 | 35317 | 30716 | 4601 | 4601 | ||
| 1824.027 GOLDMAN SACHS HIGH YIELD FUND-INS (DA) | 2009-05-12 | 2012-01-24 | 12768 | 10598 | 2170 | 2170 | |
| 1794.226 MFS INTERNATIONAL GROWTH FUND-I | 2009-05-12 | 2012-01-24 | 44407 | 32188 | 12219 | 12219 | |
| 873.809 NUVEEN REAL ESTATE SECURITIES FUND-I | 2012-01-24 | 17345 | 8914 | 8431 | 8431 | ||
| 4516.884 RIDGEWORTH ULTRA SHORT BOND FUND-IN (DA) | 2011-08-09 | 2012-01-24 | 44762 | 44762 | |||
| 760.106 VANGUARD MID-CAP INDEX FD-A FUND #859 | 2011-08-09 | 2012-01-24 | 15856 | 14108 | 1748 | 1748 | |
| 21.58 GOLDMAN SACHS HIGH YIELD FUND-INS (DA) | 2009-05-12 | 2012-07-03 | 155 | 125 | 30 | 30 | |
| 20.224 LOOMIS SAYLES SMALL CAP GROWTH FUND-INS | 2012-01-24 | 2012-07-03 | 377 | 363 | 14 | 14 | |
| 114.893 NUVEEN REAL ESTATE SECURITIES FUND-I | 2010-05-04 | 2012-07-03 | 2514 | 1938 | 576 | 576 | |
| 125. BTC STOCK FUND | 1996-12-31 | 2012-07-03 | 9530 | 10149 | -619 | -619 | |
| 67.152 DODGE & COX INTERNATIONAL STOCK FUND | 2008-12-02 | 2012-11-06 | 2238 | 1480 | 758 | 758 | |
| 79.814 LEGG MASON BATTERYMARCH EMERGING MARKETS | 2009-05-12 | 2012-11-06 | 1636 | 1169 | 467 | 467 | |
| 44.558 MFS INTERNATIONAL GROWTH FUND-I | 2009-05-12 | 2012-11-06 | 1191 | 799 | 392 | 392 | |
| 1390.894 NUVEEN REAL ESTATE SECURITIES FUND-I | 2012-11-06 | 29946 | 24283 | 5663 | 5663 | ||
| 15.133 VANGUARD MID-CAP INDEX FD-A FUND #859 | 2011-08-09 | 2012-11-06 | 338 | 281 | 57 | 57 | |
| 100.511 DODGE & COX INTERNATIONAL STOCK FUND | 2008-12-02 | 2012-12-18 | 3535 | 2215 | 1320 | 1320 | |
| 98.967 GOLDMAN SACHS HIGH YIELD FUND-INS (DA) | 2009-05-12 | 2012-12-18 | 724 | 575 | 149 | 149 | |
| 145. LEGG MASON BATTERYMARCH EMERGING MARKETS | 2009-05-12 | 2012-12-18 | 3033 | 2124 | 909 | 909 | |
| 50. LOOMIS SAYLES SMALL CAP GROWTH FUND-INS | 2012-01-24 | 2012-12-18 | 946 | 897 | 49 | 49 | |
| 81.481 MFS INTERNATIONAL GROWTH FUND-I | 2009-05-12 | 2012-12-18 | 2235 | 1462 | 773 | 773 | |
| 81.687 RIDGEWORTH ULTRA SHORT BOND FUND-IN (DA) | 2011-08-09 | 2012-12-18 | 814 | 810 | 4 | 4 | |
| 54.323 VANGUARD MID-CAP INDEX FD-A FUND #859 | 2011-08-09 | 2012-12-18 | 1243 | 1008 | 235 | 235 | |
| 1000. BTC BOND FUND | 2002-04-07 | 2012-12-18 | 10623 | 10346 | 277 | 277 | |
| 149. BTC STOCK FUND | 2012-12-18 | 11954 | 13309 | -1355 | -1355 | ||
| CAPITAL GAIN DIVIDENDS | 444 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 81460 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71614 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1516365 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047227 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 70226 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1443239 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048659 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 71280 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1308874 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054459 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81531 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1546854 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052708 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 80256 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1702713 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047134 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250187 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050037 | AverageDistributionRatio |
| Net Noncharitable Assets | 1515380 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 75825 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1126 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 76951 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 73830 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2252 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2252 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2252 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1164 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1164 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 1093 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5152452937 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | true | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BANKERS TRUST COMPANY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 40 | AvgHoursPerWkDevotedToPosition |
| Compensation | 19185 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1500273 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38184 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1538457 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1538457 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23077 | CashDeemedCharitable |
| Net Noncharitable Assets | 1515380 | NetNoncharitableAssets |
| Minimum Investment Return | 75769 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 75769 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2252 | TaxBasedOnInvestmentIncome |
| Total Tax | 2252 | TotalTax |
| Distributable Amount Before Adj | 73517 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 73517 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 73517 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 73830 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 73830 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 73830 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 73517 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 62224 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 73830 | QualifyingDistributions |
| Applied To Year1 | 62224 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11606 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 61911 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHARON GRAFFT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5152452937 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD OF | ||||||||
| GREATER IOWA | 851 19TH ST | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-REPRODUCTIVE | $7,482 |
| ANIMAL RESCUE LEAGUE OF | ||||||||
| IOWA | 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | EXEMPT | CHARITABLE-HUMANE TREATMENT | $1,000 |
| HOYT SHERMAN PLACE | ||||||||
| FOUNDATION | 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | LITERARY SUPPORT OF THE | $500 |
| FRIENDS OF IOWA PUBLIC | ||||||||
| TELEVISION | 6535 CORPORATE DR | JOHNSTON | IA | 50131 | NONE | EXEMPT | EDUCATIONAL-PUBLIC | $500 |
| BETHEL MISSION | ||||||||
| 1610 6TH AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-MENS RELIEF | $1,000 | |
| HOUSE OF MERCY WOMEN | ||||||||
| CHILDREN SERVICES | 1409 CLARK ST | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-HOUSING | $500 |
| ROOSEVELT HIGH SCHOOL | ||||||||
| FOUNDATION | 4419 CENTER STREET | DES MOINES | IA | 50314 | NONE | EXEMPT | EDUCATIONAL-BOOKS/SUPPLIES | $500 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | EXEMPT | SCIENTIFIC-MEDICAL CARE TO | $500 | |
| NATURE CONSERVANCY | ||||||||
| 505 5TH AVE STE 930 | DES MOINES | IA | 50309 | NONE | EXEMPT | SCIENTIFIC-RESEARCH | $500 | |
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | NONE | EXEMPT | CHARITABLE-HOUSING FOR | $1,000 | |
| 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 AND SHELTER 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 | $1,297 | |
| WORLD WILDLIFE FOUNDATION | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | CHARITABLE - WILDLIFE | $556 | |
| FURTHER SHORE INC | ||||||||
| PO BOX 23518 | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HEALTH - EDUCATION ON | $8,889 | |
| NORTHERN AZ PIONEER HISTORICAL | ||||||||
| SOCIETY | 2340 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | HISTORICAL - PRESERVATON OF | $1,778 |
| BLANK PARK ZOO FOUNDATION | ||||||||
| 7401 SW 9TH ST | DES MOINES | IA | 50315 | NONE | EXEMPT | EDUCATION-PERSERVE WILDLIFE | $500 | |
| NOW LEGAL DEFENSE FUND | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | EDUCATION - ADVANCE THE | $500 | |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| 7225 NW 58TH ST | JOHNSTON | IA | 50131 | NONE | EXEMPT | MEDICAL-TREATMENT OF | $1,000 | |
| PROJECT ENLIGHTEN | ||||||||
| 501 S BOYLAN AVE | RALEIGH | NC | 27603 | NONE | EXEMPT | YOUTH EDUCATION | $1,000 | |
| FOOD BANK OF IOWA | ||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-ALLIVIATE | $1,296 | |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | EXEMPT | CHARITABLE-ANIMAL RESCUE | $1,296 | |
| MAKE A WISH FOUNDATION | ||||||||
| 3024 104TH ST | URBANDALE | IA | 50322 | NONE | EXEMPT | CHARITABLE- PROVIDE WISH | $1,296 | |
| 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 | $500 | |
| FLAGSTAFF SHELTER SERVICES | ||||||||
| 216 W PHOENIX AVE | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HUMANIARIAN-PROVIDE SHELTER | $1,500 | |
| WILDWOOD HILLS RANCH | ||||||||
| 3000 ST CHARLES RD | ST CHARLES | IA | 50240 | NONE | EXEMPT | HUMANITARIAN-CAMP FOR AT | $500 | |
| NOAHS ARC ANIMAL FOUNDATION | ||||||||
| PO BOX 748 | FAIRFIELD | IA | 52556 | NONE | EXEMPT | CHARITABLE - ANIMAL RESCUE | $500 | |
| AMERICAN RED CROSS | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | CHARITABLE - DIASTER RELIEF | $1,296 | |
| PRESCOTT COMMUNITY ACCESS CHANNEL | ||||||||
| 201 S CORTEZ | PRESCOTT | AZ | 86303 | NONE | EXEMPT | EDUCATION - PUBLIC | $4,696 | |
| BOTHANDS INC | ||||||||
| PO BOX 30134 | FLAGSTAFF | AZ | 86003 | NONE | EXEMPT | CHARITABLE - AFFORDABLE | $1,500 | |
| CHILDREN AND FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE - CHILDREN AND | $1,296 | |
| HUMANE SOCIETY OF NORTHERN IOWA | ||||||||
| 2700 S BIRCH DR | MASON CITY | IA | 50401 | NONE | EXEMPT | CHARITABLE - ANIMAL RESCUE | $1,296 | |
| HOPE MINISTRIES | ||||||||
| 1310 6TH AVENUE | DES MOINES | IA | 50304 | NONE | EXEMPT | CHARITABLE - SERVING | $1,296 | |
| SWEET ADELINES INTERNATIONAL | ||||||||
| 9110 S TOLEDO | TULSA | OK | 74137 | NONE | EXEMPT | EDUCATIONAL - MUSIC | $1,000 | |
| BLUERIBBON COALITION | ||||||||
| 4555 BURLEY DR STE A | POCATELLO | ID | 83202 | NONE | EXEMPT | EDUCATIONAL - PUBLIC LANDS | $1,000 | |
| YAVAPAI HUMANE SOCIETY | ||||||||
| 1625 SUNDOG RANCH RD | PRESCOTT | AZ | 86303 | NONE | EXEMPT | ANIMAL RESCUE | $750 | |
| VERDE VALLEY FIRE FOUNDATION | ||||||||
| 2700 E GODARD RD | COTTONWOOD | AZ | 86326 | NONE | EXEMPT | SAFETY | $4,778 | |
| SALVATION ARMY | ||||||||
| PO BOX 933 | DES MOINES | IA | 50304 | NONE | EXEMPT | CHARITABLE - HUMAN NEEDS | $2,593 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 61891 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $58 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,013 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $81,460 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,531 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 124531 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | Category |
| Amount | $3,756 | Amount |
| Net Investment Income | 1878 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1878 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BTC BOND FUND | 534756 | 552293 |
| RIDGEWORTH ULTRA SHORT BOND FD | 45956 | 46205 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BTC STOCK FUND | 651959 | 580847 |
| ALLIANZ CCM MIDCAP FUND-INSTL | ||
| ALLIANZ NFJ SMALL CAP VAL FUND | ||
| DODGE COX INTL STOCK FUND | 38550 | 45940 |
| FIDELITY ADVISOR SMALL CAP FND | ||
| ACCESSOR INTL EQUITY FUND | ||
| MFS INTERNATIONAL GROWTH | 36045 | 46594 |
| LEGG MASON EMERG MKT TRUST | 55983 | 62591 |
| GOLDMAN SACHS HI YLD FUND | 52499 | 61607 |
| LOOMIS SAYLES SMALL CAP GROWTH | 37203 | 39065 |
| AMERICAN CENTURY SMALL CAP | 32683 | 38994 |
| NUVEEN REAL ESTATE | ||
| VANGUARD MIDCAP INDEX FUND | 25324 | 30640 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CTF ACCRUALS | Description |
| Amount | $2,213 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MGMT FEES-SUBJECT T | $313 | 156 | 156 |
| TAX PREPARATION FEE (ALLOCABLE | $625 | 313 | 313 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $136 | 0 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $248 | 0 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,164 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $430 | 0 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | 0 | 0 |
Comments