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BOOKEY FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BOOKEY FAMILY FOUNDATION (EIN 20-3828796)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-12-17
IRS object ID
201233529349100403
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-12-17T11:12:37-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN204498454EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE VROMAN GROUP LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16701 WESTOWN PARKWAY SUITE 120AddressLine1
CityWEST DES MOINESCity
StateIAState
ZIP Code50266ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203828796EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PAMELA BASS-BOOKEY AND HARRY BOOKEYBusinessNameLine1
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlPAMENameControl
Phone5152442622Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 LOCUST STREET NO 790AddressLine1
CityDES MOINESCity
StateIAState
ZIP Code50309ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHARRY BOOKEYName
TitlePRESIDENTTitle
Phone5152442622Phone
Date Signed2012-12-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES VROMANName
PTINP00404217PTIN
Phone5152784531Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY517FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss6InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm6InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6TotalRevenueAndExpenses
Total Net Investment Income6TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss1TaxesRevAndExpnss
Taxes Net Invst Incm1TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss19905ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps19905ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss19906TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps19905TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-19900ExcessOfRevenueOverExpenses
Net Investment Income5NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY1CashEOY
Cash EOYFMV1CashEOYFMV
Savings And Temp Cash Invst BOY20417SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY516SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV516SavingsAndTempCashInvstEOYFMV
Total Assets BOY20417TotalAssetsBOY
Total Assets EOY517TotalAssetsEOY
Total Assets EOYFMV517TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY20417RetainedEarningsBOY
Retained Earnings EOY517RetainedEarningsEOY
Total Net Assets BOY20417TotalNetAssetsBOY
Total Net Assets EOY517TotalNetAssetsEOY
Total Liabilities Net Assets BOY20417TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY517TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY20417TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-19900ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal517Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY517TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1136733QualifyingDistributionsYear1
Noncharitable Assets Year165888NoncharitableAssetsYear1
Distribution Ratio Year12.075234DistributionRatioYear1
Qualifying Distributions Year2134666QualifyingDistributionsYear2
Noncharitable Assets Year2246460NoncharitableAssetsYear2
Distribution Ratio Year20.546401DistributionRatioYear2
Qualifying Distributions Year3170358QualifyingDistributionsYear3
Noncharitable Assets Year3373208NoncharitableAssetsYear3
Distribution Ratio Year30.456469DistributionRatioYear3
Qualifying Distributions Year4208921QualifyingDistributionsYear4
Noncharitable Assets Year4667021NoncharitableAssetsYear4
Distribution Ratio Year40.313215DistributionRatioYear4
Qualifying Distributions Year5413874QualifyingDistributionsYear5
Noncharitable Assets Year5840269NoncharitableAssetsYear5
Distribution Ratio Year50.492549DistributionRatioYear5
Total Distribution Ratio3.883868TotalDistributionRatio
Average Distribution Ratio0.776774AverageDistributionRatio
Net Noncharitable Assets5417NetNoncharitableAssets
Adjusted Noncharitable Assets4208AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One4208AdjNonchrtblAssetsAndOnePct
Qualifying Distributions19905QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithIAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameAUDREY ENDERSBooksInCareOfPersonName
Books In Care Of Phone Number5152442622BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1400 LOCUST STREET SUITE 790AddressLine1
CityDES MOINESCity
StateIAState
ZIP Code50309ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
PAMELA-BASS BOOKEY
400 LOCUST STREET SUITE 790DES MOINESIA50309VP, SECRETARY & DIRECTOR0.50000
HARRY BOOKEY
400 LOCUST STREET SUITE 790DES MOINESIA50309PRESIDENT, TREASURER & DIR0.50000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5500AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5500TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets5500AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable83CashDeemedCharitable
Net Noncharitable Assets5417NetNoncharitableAssets
Minimum Investment Return271MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return271MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj271DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded271DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted271DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions19905ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions19905QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions19905AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted271DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5372675ExcessDistriCarryoverYear5
Excess Distri Carryover Year4176352ExcessDistriCarryoverYear4
Excess Distri Carryover Year3152164ExcessDistriCarryoverYear3
Excess Distri Carryover Year2122419ExcessDistriCarryoverYear2
Excess Distri Carryover Year1133441ExcessDistriCarryoverYear1
Total Excess Distri Carryover957051TotalExcessDistriCarryover
Qualifying Distributions19905QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year271AppliedToCurrentYear
Remaining Distri From Corpus19634RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus976685TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5372675ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year604010ExcessDistriCyovToNextYear
Excess From Year4176352ExcessFromYear4
Excess From Year3152164ExcessFromYear3
Excess From Year2122419ExcessFromYear2
Excess From Year1133441ExcessFromYear1
Excess From Current Year19634ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BRAVO GREATER DES MOINES
1915 GRAND AVENUEDES MOINESIA50309NONEPUBLICSUPPORT THE ENHANCEMENT OF THE ARTS AND CULTURAL ORG IN DES MOINES COMMUNITY$175
DES MOINES ARTS FESTIVAL
4700 GRAND AVENUEDES MOINESIA50312NONEPUBLICOPERATING EXPENSES FOR CULTURAL ARTS MUSEUM$500
DES MOINES GAY MEN'S CHORUS
PO BOX 12269DES MOINESIA50312NONEPUBLICTO HELP BREAK BARRIERS AND CREATE PRIDE IN THE GAY COMMUNITY$250
DES MOINES PASTORAL COUNSELING CENTER
8583 URBANDALE AVENUEDES MOINESIA50322NONEPUBLICPROVIDE FUNDING FOR COUNSELING SERVICES FOR THE COMMUNITY$100
EYCHANER FOUNDATION
3839 MERLE HAY ROAD 230DES MOINESIA50310NONEPUBLICTO HELP PROMOTE TOLERANCE AND NON-DISCRIMINATION IN THE COMMUNITY$350
HOYT SHERMAN PLACE FOUNDATION
1501 WOODLAND AVEDES MOINESIA50309NONEPUBLICFUNDING FOR CULTURAL BASED PROGRAMS AND ACTIVITIES$500
IOWA ENVIRONMENTAL CONTROL
11101 AURORA AVENUEDES MOINESIA50309NONEPUBLICFUNDING FOR THE PROTECTION OF IOWA'S ENVIRONMENT$250
IOWA PUBLIC RADIO
2111 GRAND AVENUE SUITE 100DES MOINESIA50312NONEPUBLICSUPPORTING THE IOWA RADIO TO ENSURE OF IT'S QUALITY, LEVEL OF VARIETY$500
IOWA SAFE SCHOOLS
PO BOX 704DES MOINESIA50303NONEPUBLICTO SUPPORT THE PROTECTION OF KIDS AND STOPPING BULLYING IN SCHOOLS$250
OAKRIDGE NEIGHBORHOOD SERVICES
1401 CENTER STREETDES MOINESIA50314NONEPUBLICTO HELP CHILDREN WITH EARLY LEARNING SKILLS, LEARN HOW TO SUCCEED IN PUBLIC SCHOOL SYSTEM, AND PREPARE FOR THE WORLD OF WORK$500
REPERTORY THEATER OF IOWA
PO BOX 8218DES MOINESIA50301NONEPUBLICSUPPORT THE PERFORMING ARTS IN IOWA$1,000
SCIENCE CENTER OF IOWA
401 MARTIN LUTHER KING JR PKWYDES MOINESIA50309NONEPUBLICPROVIDE FUNDING FOR PUBLIC SCIENCE CENTER MUSEUM$750
THE HOMESTEAD
1625 ADVENTURELAND DRIVEALTOONAIA50009NONEPUBLICSUPPORT PROVIDING FOR SOLUTIONS FOR AUTISM$100
THE LIFE CENTER
900 POLK BOULEVARDDES MOINESIA50312NONEPUBLICSUPPORT EXCEPTIONAL CARE FOR THE WELL BEING OF PEOPLE OF ALL FAITHS$1,000
TIFERETH ISRAEL SYNAGOGUE
924 POLK BOULEVARDWEST DES MOINESIA50312NONEPUBLICOPERATING EXPENSES FOR THE SYNAGOGUE$180
UNITED WAY OF CENTRAL IOWA
1111 9TH ST SUITE 100DES MOINESIA50314NONEPUBLICSUPPORT COMMUNITY FUNDING PROGRAMS$10,200
BROADLAWNS MEDICAL CENTER FOUNDATION
PO BOX 5008DES MOINESIA50305NONEPUBLICTO SUPPORT BROADLAWNS IN DELIVERING HIGH QUALITY CHARITABLE HEALTH CARE IN THE COMMUNITY$100
CREATIVE VISIONS
1343 13TH STREETDES MOINESIA50314NONEPUBLICTO SUPPORT EMPLOYMENT SERVICES PROVIDED TO THE COMMUNITY$1,000
DES MOINES ART CENTER
4700 GRAND AVENUEDES MOINESIA50312NONEPUBLICOPERATING EXPENSES FOR CULTURAL ARTS MUSEUM$2,200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year19905TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$6ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA6TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryPRIOR YEAR TAXCategory
Amount$1Amount
Net Investment Income1NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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