DANIEL J & ANN L KRUMM CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & ANN L KRUMM CHARITABLE TRUST (EIN 42-1308651)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349100805
- Schema version
- 2011v1.2
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:11:21-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | U S BANK NA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2043 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532019668 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421308651 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J & ANN L KRUMM CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KRUM | NameControl |
| Phone | 5152456210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52240 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY J KRUMM | Name |
| Title | TRUSTEE | Title |
| Phone | 5152456210 | Phone |
| Date Signed | 2012-05-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID RAU | Name |
| Phone | 4147655187 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 4287859 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 104289 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 107124 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -187082 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2017419 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | -82793 | TotalRevenueAndExpenses |
| Total Net Investment Income | 107124 | 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 |
| 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 | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 43080 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 43080 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2950 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1400 | TaxesNetInvstIncm |
| 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 | 46830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 44480 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 800 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 181500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 181500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 228330 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 44480 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 182300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -311123 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62644 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 723 | CashBOY |
| Cash EOY | 4968 | CashEOY |
| Cash EOYFMV | 4968 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 33612 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 48036 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 48036 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Other BOY | 4462343 | InvestmentsOtherBOY |
| Investments Other EOY | 4132551 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4234855 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4496678 | TotalAssetsBOY |
| Total Assets EOY | 4185555 | TotalAssetsEOY |
| Total Assets EOYFMV | 4287859 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4496678 | CapitalStockBOY |
| Capital Stock EOY | 4185555 | CapitalStockEOY |
| Total Net Assets BOY | 4496678 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4185555 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4496678 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4185555 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4496678 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -311123 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4185555 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4185555 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 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 |
|---|---|---|---|---|---|---|---|
| 10231.529 AMERICAN CENTY INTL BOND FD INSTL | 2010-08-18 | 2011-08-22 | 156440 | 150000 | 6440 | 6440 | |
| 15552.1 AMERICAN CENTY SMALL CP GROWTH INSTL | 2010-08-17 | 2011-08-22 | 109798 | 100000 | 9798 | 9798 | |
| 2114.011 DODGE & COX STOCK FUND | 2010-08-17 | 2011-08-22 | 197110 | 200000 | -2890 | -2890 | |
| 15432.099 EATON VANCE LARGE CAP VAL I | 2010-08-17 | 2011-08-22 | 243056 | 250000 | -6944 | -6944 | |
| 12470.473 FIDELITY ADV DIVERSIFIED INTL CL A | 2007-03-20 | 2011-08-22 | 176332 | 221619 | -45287 | -45287 | |
| 5395.178 NUVEEN MID CAP VALUE FUND CL I | 2007-03-06 | 2011-08-22 | 105692 | 137600 | -31908 | -31908 | |
| 5401.998 NUVEEN INTERNATIONAL FUND CL I | 2003-02-19 | 2011-08-22 | 59368 | 40650 | 18718 | 18718 | |
| 13615.949 NUVEEN INTERNATIONAL FUND CL I | 2007-03-20 | 2011-08-22 | 149639 | 164497 | -14858 | -14858 | |
| 32642.098 NUVEEN LARGE CAP SELECT FD CL I | 2007-03-06 | 2011-08-22 | 341763 | 456825 | -115062 | -115062 | |
| 8720.108 NUVEEN SMALL CAP SELECT FD CL I | 2007-03-06 | 2011-08-22 | 100979 | 129234 | -28255 | -28255 | |
| 2024.701 ROWE T PRICE MID-CAP GROWTH FD #64 | 2010-08-17 | 2011-08-22 | 104535 | 100000 | 4535 | 4535 | |
| 1090.9 AMERICAN EUROPACIFIC GRTH F2 | 2011-08-22 | 2011-12-06 | 40014 | 39709 | 305 | 305 | |
| 273.935 GOLDMAN SACHS M C VALUE CL INST | 2011-08-22 | 2011-12-06 | 9385 | 8410 | 975 | 975 | |
| 440.031 HARBOR CAPITAL APRCTION INST | 2010-08-17 | 2011-12-06 | 16752 | 13654 | 3098 | 3098 | |
| 308.505 NEUBERGER BERMAN GENESIS INSTL FD | 2011-08-22 | 2011-12-06 | 15154 | 13238 | 1916 | 1916 | |
| 596.591 NUVEEN REAL ESTATE SECURIT CL I | 2007-03-06 | 2011-12-06 | 10941 | 16681 | -5740 | -5740 | |
| 10869.565 NUVEEN CORE BOND FD CL I | 2004-05-11 | 2011-12-06 | 123478 | 120000 | 3478 | 3478 | |
| 553.434 NUVEEN CORE BOND FD CL I | 2004-08-27 | 2011-12-06 | 6287 | 6215 | 72 | 72 | |
| 1060.751 NUVEEN DIVIDEND VALUE FUND CLASS I | 2011-08-22 | 2011-12-06 | 14182 | 12581 | 1601 | 1601 | |
| 547.53 NUVEEN MID CAP GRWTH OPP FD CL I | 2006-02-02 | 2011-12-06 | 24338 | 23588 | 750 | 750 | |
| CAPITAL GAIN DIVIDENDS | 296 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -187082 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 162800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4344158 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037476 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 158850 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3900034 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04073 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 158647 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4328408 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.036653 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 207925 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4984827 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041712 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 209973 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4863781 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043171 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.199742 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039948 | AverageDistributionRatio |
| Net Noncharitable Assets | 4547011 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 181644 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 626 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 182270 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 182300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 626 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 626 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 626 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1560 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1560 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 934 | Overpayment |
| Amount Credited To Next Year | 628 | AmountCreditedToNextYear |
| Amount To Be Refunded | 306 | 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 |
| States Filed With | IA | StatesFiledWith |
| 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 | U S BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5152456210 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 WALNUT ST | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 503094106 | 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 | false | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| TIMOTHY J KRUMM | ||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1 | 0 |
| DAVID J KRUMM | ||||||
| 122 S LINN STREET | IOWA CITY | IA | 52240 | TRUSTEE | 1 | 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 |
| 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 | 4582537 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33718 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4616255 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4616255 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 69244 | CashDeemedCharitable |
| Net Noncharitable Assets | 4547011 | NetNoncharitableAssets |
| Minimum Investment Return | 227351 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 227351 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 626 | TaxBasedOnInvestmentIncome |
| Total Tax | 626 | TotalTax |
| Distributable Amount Before Adj | 226725 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 226725 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 226725 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 182300 | 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 | 182300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 626 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 181674 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 226725 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 74334 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | 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 | 182300 | QualifyingDistributions |
| Applied To Year1 | 74334 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 107966 | 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 | 118759 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TIMOTHY J KRUMM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8882220814 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DES MOINES METRO OPERA | |||||||
| 106 WEST BOSTON AVE | INDIANOLA | IA | 501251836 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| IOWA PUBLIC TELEVISION FOUNDATION | |||||||
| P O BOX 6400 | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 FIFTH AVE SUITE 444 | DES MOINES | IA | 503092321 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| GRANDVIEW UNIVERSITY | |||||||
| 1200 GRANDVIEW AVE | DES MOINES | IA | 50316 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | NONE | PUBLIC CHARITY | WRITERS WORKSHOP | $20,000 |
| ZION LUTHERAN CHURCH | |||||||
| 310 N JOHNSON ST | IOWA CITY | IA | 52240 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $40,000 |
| ST ANDREW'S LUTHERAN CHURCH | |||||||
| 209 COLORADO AVE | AMES | IA | 50014 | NONE | PUBLIC CHARITY | COLORADO JUNCTION PURCHASE | $15,000 |
| RIVERSIDE LUTHERAN BIBLE CAMP | |||||||
| 3001 RIVERSIDE RD | STORY CITY | IA | 50248 | NONE | PUBLIC CHARITY | STAFF CABIN FUND | $10,000 |
| EMPOWER TANZANIA INC | |||||||
| 6980 CODY DR 62 | WEST DES MOINES | IA | 50266 | NONE | PUBLIC CHARITY | WATER PROJECTS & GENERAL FUND | $15,000 |
| IOWA COLLEGE FOUNDATION | |||||||
| 505 5TH AVE SUITE 1034 | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 181500 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $104,289 | 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 | -$187,082 | 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 | -$82,793 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -82793 | 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 | U.S. BANK, N.A., TAX PREP FEE | Category |
| Amount | $800 | Amount |
| Disbursements Charitable Prps | 800 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (33 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIRST AMER CORE BOND FUND | |||
| FIRST AMER SHORT TERM BOND FD | |||
| AMERICAN CENTURY INTL BOND FD | |||
| FIRST AMER INFLATION PRO SEC | |||
| DODGE & COX STOCK FUND | |||
| EATON VANCE LARGE CAP VALUE FD | |||
| FIDELITY ADV DIVERSIFIED INTL | |||
| FIRST AMER INTERNATIONAL FUND | |||
| FIRST AMER LARGE CAP SELECT FD | |||
| FIRST AMER MID CAP GRWTH OPP | |||
| FIRST AMER MID CAP VALUE FUND | |||
| FIRST AMER REAL ESTATE SEC FD | |||
| FIRST AMERICAN SMALL CAP SEL | |||
| FIRST AMER TOTAL RETURN BD FD | |||
| PIMCO TOTAL RETURN FUND | AT COST | 310000 | 293017 |
| AMERICAN CENT SMALL CAP GROWTH | |||
| HARBOR CAPITAL APPREC FD | AT COST | 351156 | 411395 |
| T ROWE PRICE MID CAP GROWTH | |||
| CREDIT SUISSE COMM RET ST | AT COST | 130208 | 114404 |
| NUVEEN CORE BOND FUND | AT COST | 361776 | 370643 |
| NUVEEN INFLATION PRO SEC | AT COST | 204202 | 234613 |
| NUVEEN SHORT TERM BOND FUND | AT COST | 340189 | 347050 |
| NUVEEN TOTAL RETURN BOND FD | AT COST | 600000 | 599240 |
| T ROWE PRICE INTL BOND FUND | AT COST | 173611 | 159375 |
| ABERDEEN FDS EMERG MKT FD | AT COST | 173611 | 165412 |
| AMERICAN EUROPACIFIC GRWTH FD | AT COST | 220707 | 212886 |
| GOLDMAN SACHS M C VALUE FD | AT COST | 100097 | 109455 |
| NEUBERGER BERMAN GENESIS FUND | AT COST | 116970 | 126565 |
| NUVEEN EQUITY INCOME FUND | AT COST | 378044 | 424582 |
| NUVEEN MID CAP GRWTH OPP FD | AT COST | 87792 | 102329 |
| NUVEEN REAL ESTATE SECURITY | AT COST | 235132 | 223350 |
| SCOUT INTERNATIONAL FUND | AT COST | 217014 | 214483 |
| TURNER SPECTRUM FUND | AT COST | 132042 | 126056 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | Category |
| Amount | $43,080 | Amount |
| Net Investment Income | 43080 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| U S EXCISE TAXES | $1,550 | 0 | 0 |
| FOREIGN TAXES | $1,400 | 1400 | 0 |