THE BLIN FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BLIN FOUNDATION INC (EIN 42-1504887)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201221329349101257
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Substantial Contributors Sch
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T11:24:48-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800216187 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Malley & Kwit | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 N Clark St Suite 930 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60654 | 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 | 421504887 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Blin Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLIN | NameControl |
| Phone | 3193343401 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Swan Lake Blvd No 303 | AddressLine1 |
| City | Independence | City |
| State | IA | State |
| ZIP Code | 50644 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Blin | Name |
| Title | Director | Title |
| Phone | 3193343401 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William M Kwit | Name |
| PTIN | P00478511 | PTIN |
| Phone | 3122450077 | 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 | 3831995 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2273048 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1250 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1250 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1093 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1093 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 154502 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 154542 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2127953 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2429893 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2130296 | 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 | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6740 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8240 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58740 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2371153 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2130296 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5149 | CashBOY |
| Cash EOY | 20016 | CashEOY |
| Cash EOYFMV | 20016 | CashEOYFMV |
| Other Notes And Loans Receivable | 2000000 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 0 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 2000000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 2000000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 618410 | InvestmentsOtherBOY |
| Investments Other EOY | 1811979 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1811979 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 623559 | TotalAssetsBOY |
| Total Assets EOY | 3831995 | TotalAssetsEOY |
| Total Assets EOYFMV | 3831995 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | 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 | 623559 | RetainedEarningsBOY |
| Retained Earnings EOY | 3831995 | RetainedEarningsEOY |
| Total Net Assets BOY | 623559 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3831995 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 623559 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3831995 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 623559 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2371153 | ExcessOfRevenueOverExpenses |
| Other Increases | 837283 | OtherIncreases |
| Subtotal | 3831995 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3831995 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| AGL Res Inc | P | 2011-10-31 | 2011-12-29 | 32 | 40 | -8 | -8 |
| Wind Point Partners IV, LP | D | 2011-07-28 | 1973451 | 1973451 | 1973451 | ||
| Wind Point Partners IV, LP | D | 2011-07-28 | 154510 | 154510 | 154510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2127953 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 251000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 609904 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.411540 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 604485 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.082715 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 284000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 501416 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.566396 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 256368 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 535129 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.479077 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 229250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 524378 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.437185 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.976913 | TotalDistributionRatio |
| Average Distribution Ratio | 0.395383 | AverageDistributionRatio |
| Net Noncharitable Assets | 3788823 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1498036 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21303 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1519339 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 42606 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 42606 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 42606 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 531 | PenaltyForUnderpayment |
| Tax Due | 43137 | TaxDue |
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 | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 1 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Blin Management Company | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3193343401 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Swan Lake Blvd Ste 303 | AddressLine1 |
| City | Independence | City |
| State | IA | State |
| ZIP Code | 50644 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| James L Blin | ||||||||
| 1601 1st Street East | Independence | IA | 50644 | Director | 0.00 | 0 | 0 | 0 |
| Judy R Blin | ||||||||
| 1601 1st Street East | Independence | IA | 50644 | Director | 0.00 | 0 | 0 | 0 |
| Randy A Blin | ||||||||
| 1805 Golf Course Blvd | Independence | IA | 50644 | Director | 0.00 | 0 | 0 | 0 |
| Sandra L Blin Burgard | ||||||||
| 607 Triple Tree Rd | Bozeman | MT | 59715 | Director | 0.00 | 0 | 0 | 0 |
| Timothy L Blin | ||||||||
| 305 Osprey Nest Court | Ponte Vedra Beach | FL | 32082 | Director | 0.00 | 0 | 0 | 0 |
| Tamara K Blin Diamond | ||||||||
| 3315 N 88th Place | Mesa | AZ | 85207 | 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 | 31260 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 242706 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3572555 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3846521 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3846521 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 57698 | CashDeemedCharitable |
| Net Noncharitable Assets | 3788823 | NetNoncharitableAssets |
| Minimum Investment Return | 189441 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 189441 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 42606 | TaxBasedOnInvestmentIncome |
| Total Tax | 42606 | TotalTax |
| Distributable Amount Before Adj | 146835 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 146835 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 146835 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 50500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 146835 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 203044 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 229619 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 258932 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 19776 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 220505 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 931876 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 50500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 96335 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 96335 | ExcessDistriCyovAppliedCY |
| Total Corpus | 835541 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 106709 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 728832 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 229619 | ExcessFromYear4 |
| Excess From Year3 | 258932 | ExcessFromYear3 |
| Excess From Year2 | 19776 | ExcessFromYear2 |
| Excess From Year1 | 220505 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James L Blin | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Make A Wish Foundation | ||||||
| 3024 104th Street | Urbandale | IA | 50322 | 501(c)(3) | For operations | $500 |
| Independence Public Library Fndtn | ||||||
| 805 1 StEast | Independence | IA | 50644 | 501(c)(3) | For operations | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50500 | 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 | $1,250 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,093 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $154,502 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $156,845 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 156845 | 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 | James Blin | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 1st Street East | AddressLine1 |
| City | Independence | City |
| State | IA | State |
| ZIP Code | 50644 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2273048 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Investment in Vintage Ventures, LLC | AT COST | 622059 | 622059 |
| Investment in Wind Point III, LLC | FMV | 155830 | 155830 |
| Investment in Wind Point IV, LLC | FMV | 830448 | 830448 |
| Marquette Asset Management | FMV | 203642 | 203642 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Insurance expense | 1884 | 0 | 0 |
| License and fees | 250 | 0 | 0 |
| Repairs and maintenance | 2614 | 0 | 0 |
| Supplies | 104 | 0 | 0 |
| Foreign tax | 13 | 0 | 0 |
| Management fee | 41 | 0 | 0 |
| Investment expenses | 1834 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized gain/loss | Description |
| Amount | $837,283 | Amount |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heartland Acres | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 2000000 | BalanceDue |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | James Blin | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 1st Street East | AddressLine1 |
| City | Independence | City |
| State | IA | State |
| ZIP Code | 50644 | ZIPCode |
Transfers To Controlled Entities TransfersToControlledEntities
To Controlled Entity ToControlledEntity
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vintage Ventures LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Swan Lake Blvd Suite 303 | AddressLine1 |
| City | Independence | City |
| State | IA | State |
| ZIP Code | 50644 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460494117 | EIN |
| Description | Transfer to cover general expense of operations. | Description |
| Amount | $8,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8500 | Total |