COONS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COONS FOUNDATION (EIN 39-1898965)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201321269349100652
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T10:13:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421361038 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 WALNUT STREET SUITE 1450 | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 503093918 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391898965 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COONS FOUNDATION CO KENTON R COONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COON | NameControl |
| Phone | 6417661001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1 |
| City | CHARITON | City |
| State | IA | State |
| ZIP Code | 50049 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENTON COONS | Name |
| Title | DIRECTOR/PRESIDENT | Title |
| Phone | 6417661001 | Phone |
| Date Signed | 2013-04-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY A ANDERSON | Name |
| PTIN | P00223704 | PTIN |
| Phone | 5152440266 | Phone |
| 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 | 4617532 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6536 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 53704 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 53704 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 167869 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 167869 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 83188 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 762391 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 83188 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 311297 | TotalRevenueAndExpenses |
| Total Net Investment Income | 304761 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1340 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 670 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 670 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3943 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11056 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8845 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2211 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16339 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9515 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2881 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 221782 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 221782 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 238121 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9515 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 224663 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 73176 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 295246 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 142851 | CashBOY |
| Cash EOY | 177872 | CashEOY |
| Cash EOYFMV | 177872 | CashEOYFMV |
| Investments Corp Stock BOY | 2450464 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2888519 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3450489 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1370000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 970000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 989171 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3963315 | TotalAssetsBOY |
| Total Assets EOY | 4036391 | TotalAssetsEOY |
| Total Assets EOYFMV | 4617532 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 100 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 100 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3963215 | RetainedEarningsBOY |
| Retained Earnings EOY | 4036391 | RetainedEarningsEOY |
| Total Net Assets BOY | 3963215 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4036391 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3963315 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4036391 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3963215 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 73176 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4036391 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4036391 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| CALL CVX | P | 2011-12-29 | 2012-01-23 | 100 | 100 | 100 | |
| 100 SHS US SILICA HOLDINGS | P | 2012-01-31 | 2012-02-07 | 1720 | 20 | 20 | 1700 |
| 200 SHS ZYNGA INC | P | 2011-12-15 | 2012-01-30 | 2028 | 28 | 28 | 2000 |
| 200 SHS ALLISON TRANSMISSION HLD | P | 2012-03-15 | 2012-03-15 | 4667 | 67 | 67 | 4600 |
| 700 SHS NATIONSTAR MTG HOLDINGS | P | 2012-03-07 | 2012-03-08 | 9891 | 91 | 91 | 9800 |
| 100 SHS SELECT INCOME REIT | P | 2012-03-06 | 2012-03-07 | 2175 | 25 | 25 | 2150 |
| 100 SHS CHEVRON CORP | P | 1996-09-25 | 2012-04-10 | 10190 | 7042 | 7042 | 3148 |
| 2,000 SHS COCA COLA | P | 2010-05-21 | 2012-04-17 | 148801 | 45061 | 45061 | 103740 |
| 100 SHS FORUM ENERGY TECH | P | 2012-04-12 | 2012-04-12 | 2207 | 207 | 207 | 2000 |
| 100 SHS MERRIMACK PHARMACEUTICLS | P | 2012-03-29 | 2012-04-09 | 662 | -38 | -38 | 700 |
| 100 SHS MERRIMACK PHARMACEUTICLS | P | 2012-03-29 | 2012-04-11 | 664 | -36 | -36 | 700 |
| 100 SHS MRC GLOBAL INC | P | 2012-04-12 | 2012-04-12 | 2109 | 9 | 9 | 2100 |
| 200 SHS PHILIP MORRIS INTL INC | P | 2000-01-03 | 2012-04-10 | 17469 | 14954 | 14954 | 2515 |
| 100 SHS REXNORD CORP | P | 2012-03-28 | 2012-03-29 | 1978 | 178 | 178 | 1800 |
| 2,000 SHS SECTOR SPDR UTILITIES | P | 2010-01-15 | 2012-04-10 | 68578 | 7178 | 7178 | 61400 |
| 8,000 SHS NATIONAL CITY CAPITAL | P | 2007-05-18 | 2012-05-25 | 200000 | 0 | 0 | 200000 |
| PUT CAT | P | 2012-05-31 | 2012-07-23 | 1968 | 1968 | 1968 | |
| PUT JPM | P | 2012-05-30 | 2012-07-23 | 2575 | 2575 | 2575 | |
| 8,000 SHS KEYCORP CAPITAL X | P | 2008-02-20 | 2012-07-12 | 200000 | 0 | 0 | 200000 |
| PUT CAT | P | 2012-07-17 | 2012-08-18 | 2640 | 2640 | 2640 | |
| 1,100 SHS KINDER MORGAN | P | 2012-08-08 | 2012-08-17 | 80969 | 119 | 119 | 80850 |
| PUT CAT | P | 2012-11-08 | 2012-12-22 | 1000 | 1000 | 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 83188 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 155988 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4294864 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036320 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 155263 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3780982 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041064 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 180919 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3108070 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058209 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 201815 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3670042 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054990 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 168222 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3542406 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047488 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.238071 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047614 | AverageDistributionRatio |
| Net Noncharitable Assets | 4609111 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 219458 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2952 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 222410 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 224663 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2952 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2952 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2952 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Overpayment | 1048 | Overpayment |
| Amount Credited To Next Year | 1048 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CHRISTINE S COONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6417661001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1 |
| City | CHARITON | City |
| State | IA | State |
| ZIP Code | 50049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KENTON R COONS | ||||||||
| 17112 480TH LANE | CHARITON | IA | 50049 | DIRECTOR/PRESIDENT | 0.00 | 0 | 0 | 0 |
| CHRISTINE COONS | ||||||||
| 17112 480TH LANE | 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 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4490118 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 189183 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4679301 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4679301 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 70190 | CashDeemedCharitable |
| Net Noncharitable Assets | 4609111 | NetNoncharitableAssets |
| Minimum Investment Return | 230456 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 230456 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2952 | TaxBasedOnInvestmentIncome |
| Total Tax | 2952 | TotalTax |
| Distributable Amount Before Adj | 227504 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 227504 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 227504 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 224663 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 224663 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2952 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 221711 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 227504 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 186021 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 224663 | QualifyingDistributions |
| Applied To Year1 | 186021 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 38642 | 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 | 188862 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $20,000 |
| BLUE RIBBON FOUNDATION TWO RUAN CENTER | |||||||
| PO BOX 57130 | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| CHARITON MIDDLE SCHOOL | |||||||
| 1300 NORTH 16TH | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| CHARITON PUBLIC LIBRARY | |||||||
| 803 BRADEN | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 |
| CIRCLE OF LIFE HOSPICE | |||||||
| 220 NORTHWESTERN AVE PO BOX 569 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVE SUITE 100 | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CIVIC CENTER OF GREATER DES MOINES | |||||||
| 221 WALNUT ST | DES MOINES | IA | 503092148 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 2210 WALNUT ST STE 2 | DES MOINES | IA | 503099933 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| PAWS & EFFECT SERVICE & THERAPY | |||||||
| BOX 41442 | DES MOINES | IA | 50311 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 923 ROLAND AVE | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | RELIGIOUS | $63,000 |
| FRIENDS OF IOWA PUBLIC TELEVISION | |||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| HUMANE SOCIETY OF LUCAS COUNTY | |||||||
| 118 E LINCOLN | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| RUSSELL HISTORICAL SOCIETY | |||||||
| PO BOX 412 | RUSSELL | IA | 50238 | 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 INTERCHURCH COUNCIL | |||||||
| 115 E NORTHUMBERLAND ST | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | RELIGIOUS | $3,000 |
| LUCAS COUNTY FAIR ASSOCIATION | |||||||
| PO BOX 192 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $652 |
| SOUTH CENTRAL IOWA COMMUNITY FOUNDATION | |||||||
| 108 N GRAND | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| ROTARY FOUNDATION | |||||||
| 21852 483RD LANE | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| SALVATION ARMY | |||||||
| PO BOX 672 | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SCIENCE CENTER OF IOWA | |||||||
| 401 W MARTIN LUTHER JR PKWY | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| VAN ALLEN ELEMENTARY SCHOOL | |||||||
| 1129 ASLAND | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 522444450 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,000 |
| WESLEY ACRES GOOD SAMARITAN ENDOWMENT | |||||||
| 3520 GRAND | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| WESLEY LIFE RETIREMENT SERVICES | |||||||
| 5508 NW 88TH | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WILLIAM WOODS UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | FULTON | MO | 65251 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| MACEDONIA DEVELOPMENT COMMITTEE | |||||||
| BOX 144 | MACEDONIA | IA | 51549 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HELP HOPE LIVE | |||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| PROJECT WALK DALLAS | |||||||
| 15046 BELTWAY DR | DALLAS | TX | 75001 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CREATIVE LEARNING CENTER | |||||||
| 422 CHURCH ST | GRAPEVINE | TX | 76051 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| IOWA DNR | |||||||
| 534 N 8TH ST | CHARITON | IA | 50049 | NONE | PUBLIC CHARITY | CHARITABLE | $630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 221782 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $53,704 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $167,869 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $83,188 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $304,761 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 304761 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CHRISTINE COONS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17112 480TH LANE | AddressLine1 |
| City | CHARITON | City |
| State | IA | State |
| ZIP Code | 50049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 6536 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 333 SHARES OF KRAFTCOST BASIS $6,536 | NoncashPropertyDescription |
| Fair Market Value | 14777 | FairMarketValue |
| Date Received | 2012-12-28 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROTH & COMPANY | Category |
| Amount | $1,340 | Amount |
| Net Investment Income | 670 | NetInvestmentIncome |
| Disbursements Charitable Prps | 670 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MERRILL LYNCH | NameOfBond |
| EOY Book Value | 970000 | EOYBookValue |
| EOYFMV | 989171 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH | NameOfStock |
| EOY Book Value | 2888519 | EOYBookValue |
| EOYFMV | 3450489 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MERRILL LYNCH FEE | Description |
| Revenue And Expenses Per Books | 11056 | RevenueAndExpensesPerBooks |
| Net Investment Income | 8845 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2211 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MERRILL LYNCH-SHORT MARKET VALUE | Description |
| BOY Book Value | 100 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $3,943 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |