COONS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: COONS FOUNDATION (EIN 39-1898965)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-04
IRS object ID: 201211259349100726
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-04T07:47:48-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-04-25	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	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	4464208	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	3148	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	67266	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	67266	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	140341	DividendsRevAndExpnss
Dividends Net Invst Incm	140341	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-1439	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	768431	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	563	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	563	OtherIncomeNetInvstIncm
Total Revenue And Expenses	209879	TotalRevenueAndExpenses
Total Net Investment Income	208170	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	6047	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	10419	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	8335	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	2084	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	17806	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	9005	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2754	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	153234	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	153234	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	171040	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	9005	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	155988	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	38839	ExcessOfRevenueOverExpenses
Net Investment Income	199165	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	53385	CashBOY
Cash EOY	142851	CashEOY
Cash EOYFMV	142851	CashEOYFMV
Investments Corp Stock BOY	2500991	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2450464	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3019467	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	1370000	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	1370000	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	1301890	InvestmentsCorpBondsEOYFMV
Total Assets BOY	3924376	TotalAssetsBOY
Total Assets EOY	3963315	TotalAssetsEOY
Total Assets EOYFMV	4464208	TotalAssetsEOYFMV
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	100	OtherLiabilitiesEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	100	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	3924376	RetainedEarningsBOY
Retained Earnings EOY	3963215	RetainedEarningsEOY
Total Net Assets BOY	3924376	TotalNetAssetsBOY
Total Net Assets EOY	3963215	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3924376	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3963315	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3924376	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	38839	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	3963215	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	3963215	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
ANGIE'S LIST	P	2011-11-16	2011-11-17	1608	1300	308	308
DELPHI AUTOMOTIVE	P	2011-11-17	2011-11-18	2140	2200	-60	-60
MANNING & NAPIER INC	P	2011-11-17	2011-11-18	12200	12000	200	200
MANNING & NAPIER INC	P	2011-11-17	2011-11-18	3660	3600	60	60
LAREDO PETE HOLDINGS	P	2011-12-15	2011-12-15	1762	1700	62	62
SPDR DOW JONES INDUST	P	2008-01-18	2011-04-13	61490	63450	-1960	-1960
SPDR DOW JONES INDUST	P	2008-04-07	2011-04-13	61490	62980	-1490	-1490
SPDR DOW JONES INDUST	P	2008-05-27	2011-04-13	61490	62590	-1100	-1100
SECTOR SPDR FINANCIAL	P	2008-04-08	2011-04-01	16550	26040	-9490	-9490
SECTOR SPDR FINANCIAL	P	2008-07-08	2011-04-01	3310	4402	-1092	-1092
SECTOR SPDR FINANCIAL	P	2008-07-15	2011-04-01	13240	17608	-4368	-4368
SECTOR SPDR FINANCIAL	P	2008-08-15	2011-04-01	8275	8720	-445	-445
SECTOR SPDR FINANCIAL	P	2008-11-21	2011-04-01	16550	12600	3950	3950
SECTOR SPDR FINANCIAL	P	2009-08-07	2011-04-01	82748	72448	10300	10300
SECTOR SPDR FINANCIAL	P	2009-11-20	2011-04-01	24825	21750	3075	3075
STANDARD & POORS DEP	P	2008-01-09	2011-04-15	26433	27854	-1421	-1421
STANDARD & POORS DEP	P	2008-01-15	2011-04-15	66084	72045	-5961	-5961
STANDARD & POORS DEP	P	2008-04-07	2011-04-15	132167	137100	-4933	-4933
STANDARD & POORS DEP	P	2008-05-27	2011-04-15	13217	13819	-602	-602
STANDARD & POORS DEP	P	2008-05-27	2011-04-15	26432	27638	-1206	-1206
STANDARD & POORS DEP	P	2008-06-20	2011-04-15	66080	65400	680	680
STANDARD & POORS DEP	P	2008-08-15	2011-04-15	39648	37596	2052	2052
STANDARD & POORS DEP	P	2009-03-20	2011-04-15	26432	15030	11402	11402
PM OCT '11 60 PUT	P	2011-10-24	2011-09-02	600		600	600

Field	Value	IRS element (for citing)
Capital Gain Net Income	-1439	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	155263	QualifyingDistributionsYear1
Noncharitable Assets Year1	3780982	NoncharitableAssetsYear1
Distribution Ratio Year1	0.041064	DistributionRatioYear1
Qualifying Distributions Year2	180919	QualifyingDistributionsYear2
Noncharitable Assets Year2	3108070	NoncharitableAssetsYear2
Distribution Ratio Year2	0.058209	DistributionRatioYear2
Qualifying Distributions Year3	201815	QualifyingDistributionsYear3
Noncharitable Assets Year3	3670042	NoncharitableAssetsYear3
Distribution Ratio Year3	0.054990	DistributionRatioYear3
Qualifying Distributions Year4	168222	QualifyingDistributionsYear4
Noncharitable Assets Year4	3542406	NoncharitableAssetsYear4
Distribution Ratio Year4	0.047488	DistributionRatioYear4
Qualifying Distributions Year5	142828	QualifyingDistributionsYear5
Noncharitable Assets Year5	3185570	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044836	DistributionRatioYear5
Total Distribution Ratio	0.246587	TotalDistributionRatio
Average Distribution Ratio	0.049317	AverageDistributionRatio
Net Noncharitable Assets	4294864	NetNoncharitableAssets
Adjusted Noncharitable Assets	211810	AdjustedNoncharitableAssets
One Percent Net Investment Income	1992	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	213802	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	155988	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	3983	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3983	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3983	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	4040	EstTaxPaymentsAndOverpayment
Total Credits And Payments	4040	TotalCreditsAndPayments
Overpayment	57	Overpayment
Amount Credited To Next Year	57	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	4270674	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	89594	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4360268	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	4360268	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	65404	CashDeemedCharitable
Net Noncharitable Assets	4294864	NetNoncharitableAssets
Minimum Investment Return	214743	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	214743	MinimumInvestmentReturn
Tax Based On Investment Income	3983	TaxBasedOnInvestmentIncome
Total Tax	3983	TotalTax
Distributable Amount Before Adj	210760	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	210760	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	210760	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	155988	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	155988	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	155988	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	210760	DistributableAmountAsAdjusted
Undistributed Income Prior Year	131249	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	155988	QualifyingDistributions
Applied To Year1	131249	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	24739	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	186021	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 (28 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	$25,000
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	CHARITABLE	$5,000
CHARITON PUBLIC LIBRARY
803 BRADEN	CHARITON	IA	50049	NONE	PUBLIC CHARITY	EDUCATIONAL	$2,500
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
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
JACKSON TOWNSHIP
15527 492ND LANE	LUCAS	IA	50151	NONE	PUBLIC CHARITY	CHARITABLE	$500
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
ROTARY FOUNDATION
21852 483RD LANE	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$1,500
SCIENCE CENTER OF IOWA
401 W MARTIN LUTHER JR PKWY	DES MOINES	IA	50309	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
THE VILLAGE
1203 NORTH E STREET	INDIANOLA	IA	50125	NONE	PUBLIC CHARITY	CHARITABLE	$2,500
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	$2,500
WILLIAM WOODS UNIVERSITY
ONE UNIVERSITY AVENUE	FULTON	MO	65251	NONE	PUBLIC CHARITY	EDUCATIONAL	$1,000
CITY OF CHARITON
115 S MAIN	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$1,600
CIRCLE OF LIFE HOSPICE
220 NORTHWESTERN AVE PO BOX 569	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$5,000
DRAKE AVENUE CHRISTIAN CHURCH
303 DRAKE AVE	CENTERVILLE	IA	52544	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
LUCAS COUNTY FAIR ASSOCIATION
PO BOX 192	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$634
LUCAS COUNTY HEALTH CENTER
1200 NORTH 7TH	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
LUCAS CO INTERCHURCH COUNCIL
115 E NORTHUMBERLAND ST	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$3,000
SALVATION ARMY
PO BOX 672	CHARITON	IA	50049	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
WESLEY LIFE RETIREMENT SERVICES
5508 NW 88TH	JOHNSTON	IA	50131	NONE	PUBLIC CHARITY	CHARITABLE	$15,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	153234	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	$67,266	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$140,341	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$563	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$1,439	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$206,731	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	206731	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

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	3148	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	100 SHARES CHEVRONCOST BASIS $3,148	NoncashPropertyDescription
Fair Market Value	10378	FairMarketValue
Date Received	2011-12-06	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	1370000	EOYBookValue
EOYFMV	1301890	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	2450464	EOYBookValue
EOYFMV	3019467	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MERRILL LYNCH FEE	Description
Revenue And Expenses Per Books	10419	RevenueAndExpensesPerBooks
Net Investment Income	8335	NetInvestmentIncome
Disbursements Charitable Prps	2084	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	SECURITIES LITIGATION	Description
Revenue And Expenses Per Books	563	RevenueAndExpensesPerBooks
Net Investment Income	563	NetInvestmentIncome
Adjusted Net Income	563	AdjustedNetIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	MERRILL LYNCH-SHORT MARKET VALUE	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	100	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	Category
Amount	$6,047	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps