VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201111269349100831
- Schema version
- 2010v3.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426477722 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET G YOUNG CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YOUN | NameControl |
| Phone | 5152452424 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAMUEL SHIMP | Name |
| Title | Trust Officer | Title |
| Phone | 5152452424 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1527990 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 47728 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47728 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28288 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 312118 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28288 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 76016 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76016 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 18268 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9134 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 9134 | 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 | 2941 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1470 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1470 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 600 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 300 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 300 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 699 | TaxesRevAndExpnss |
| 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 | 22508 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10904 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10904 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59322 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 59322 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 81830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10904 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 70226 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5814 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 65112 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 165 | CashEOY |
| Cash EOYFMV | 165 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 18024 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14331 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14331 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 902754 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 938282 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 969946 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 576435 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 538185 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 543548 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1497213 | TotalAssetsBOY |
| Total Assets EOY | 1490963 | TotalAssetsEOY |
| Total Assets EOYFMV | 1527990 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1497213 | CapitalStockBOY |
| Capital Stock EOY | 1490963 | CapitalStockEOY |
| Total Net Assets BOY | 1497213 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1490963 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1497213 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1490963 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1497213 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5814 | ExcessOfRevenueOverExpenses |
| Other Increases | 500 | OtherIncreases |
| Subtotal | 1491899 | Subtotal |
| Other Decreases | 936 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1490963 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1407.825 ALLIANZ NFJ SMALL CAP VALUE FUND-INSTL # | 2006-02-23 | 2010-05-04 | 38180 | 44628 | -6448 | -6448 |
| 844.814 AMERICAN CENTURY SMALL CAP VALUE FUND-IN | 2010-05-04 | 2010-11-30 | 7020 | 7113 | -93 | -93 |
| 1135.336 DODGE & COX INTERNATIONAL STOCK FUND | 2008-12-02 | 2010-05-04 | 35763 | 32503 | 3260 | 3260 |
| 207.406 DODGE & COX INTERNATIONAL STOCK FUND | 2010-08-24 | 2010-11-30 | 6956 | 6255 | 701 | 701 |
| 762.242 FIDELITY ADVISOR SMALL CAP FUND CLASS I | 2008-08-20 | 2010-05-04 | 18492 | 18393 | 99 | 99 |
| 244.318 FIDELITY ADVISOR SMALL CAP FUND CLASS I | 2008-08-20 | 2010-11-30 | 6211 | 5895 | 316 | 316 |
| 125.604 NUVEEN REAL ESTATE CLASS I | 2010-05-04 | 2010-11-30 | 2193 | 2119 | 74 | 74 |
| 2302.963 GOLDMAN SACHS HIGH YIELD FUND-INS (DA) | 2010-05-04 | 2010-08-24 | 16259 | 16512 | -253 | -253 |
| 522.23 LEGG MASON BATTERYMARCH EMERGING MARKETS | 2009-05-12 | 2010-05-04 | 10894 | 7651 | 3243 | 3243 |
| 123.019 LEGG MASON BATTERYMARCH EMERGING MARKETS | 2010-08-24 | 2010-11-30 | 2852 | 2518 | 334 | 334 |
| 695.236 MFS INTERNATIONAL GROWTH FUND-I | 2009-05-12 | 2010-05-04 | 15671 | 12473 | 3198 | 3198 |
| 171.164 MFS INTERNATIONAL GROWTH FUND-I | 2010-08-24 | 2010-11-30 | 4217 | 3793 | 424 | 424 |
| 117.034 MFS INTERNATIONAL GROWTH FUND-I | 2009-05-12 | 2010-11-30 | 2884 | 2100 | 784 | 784 |
| 1122. BTC BOND FUND | 2010-05-04 | 2010-08-24 | 11766 | 11633 | 133 | 133 |
| 5280. BTC BOND FUND | 2002-04-07 | 2010-08-24 | 55372 | 54547 | 825 | 825 |
| 148. BTC STOCK FUND | 2005-01-04 | 2010-08-24 | 8696 | 14713 | -6017 | -6017 |
| 411. BTC STOCK FUND | 2005-01-04 | 2010-11-30 | 27373 | 40984 | -13611 | -13611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28288 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71280 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1308874 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054459 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 81531 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1546854 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052708 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 80256 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1702713 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047134 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 78158 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1616287 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048357 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 82784 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1614769 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051267 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253924 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050785 | AverageDistributionRatio |
| Net Noncharitable Assets | 1443239 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 73295 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 651 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 73946 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 70226 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1302 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1302 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1302 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 384 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 384 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 918 | TaxDue |
| Amount To Be Refunded | 0 | 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 |
| 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 | BANKERS TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5152452937 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | 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 | true | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BANKERS TRUST COMPANY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 40 | AvgHoursPerWkDevotedToPosition |
| Compensation | 18268 | Compensation |
| 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 | 1445531 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19686 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1465217 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1465217 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21978 | CashDeemedCharitable |
| Net Noncharitable Assets | 1443239 | NetNoncharitableAssets |
| Minimum Investment Return | 72162 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 72162 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1302 | TaxBasedOnInvestmentIncome |
| Total Tax | 1302 | TotalTax |
| Distributable Amount Before Adj | 70860 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 70860 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 70860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 70226 | 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 | 70226 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 70226 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 58938 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | 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 | 70226 | QualifyingDistributions |
| Applied To Year1 | 58938 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11288 | 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 | 59572 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHARON GRAFFT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5152452937 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF GRANT INCLUDING STATEMENT ORGANIZATION IS 501(C)(3) EXEMPT, THE AMOUNT OF THE REQUEST, AND DESCRIPTION OF PROGRAM. | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD OF | ||||||||
| GREATER IOWA | 851 19TH ST | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-REPRODUCTIVE HEALTHCARE | $1,000 |
| ANIMAL RESCUE LEAGUE OF | ||||||||
| IOWA | 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | EXEMPT | CHARITABLE-HUMANE TREATMENT OF ANIMALS | $1,000 |
| HOYT SHERMAN PLACE | ||||||||
| FOUNDATION | 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | LITERARY SUPPORT OF THE FINE ARTS | $500 |
| FRIENDS OF IOWA PUBLIC | ||||||||
| TELEVISION | 6535 CORPORATE DR | JOHNSTON | IA | 50131 | NONE | EXEMPT | EDUCATIONAL-PUBLIC TELEVISION | $500 |
| BETHEL MISSION | ||||||||
| 1610 6TH AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-MENS RELIEF MISSION | $1,000 | |
| HOUSE OF MERCY WOMEN | ||||||||
| CHILDREN SERVICES | 1409 CLARK ST | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE-HOUSING WOMEN/CHILDREN | $1,000 |
| ROOSEVELT HIGH SCHOOL | ||||||||
| FOUNDATION | 4419 CENTER STREET | DES MOINES | IA | 50314 | NONE | EXEMPT | EDUCATIONAL-BOOKS/SUPPLIES FOR PUBLIC SCHOOL | $500 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | EXEMPT | SCIENTIFIC-MEDICAL CARE TO COUNTRIES | $1,000 | |
| MACULAR DEGENERATION | ||||||||
| FOUNDATION | PO BOX 531313 | HENDERSON | NV | 89053 | NONE | EXEMPT | SCIENTIFIC-RESEARCH | $1,367 |
| HABITAT FOR HUMANITY | ||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | NONE | EXEMPT | CHARITABLE-HOUSING FOR UNDERPRIVLEDGE | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| CHARITIES | ONE KROC DR | OAK BROOK | IL | 60523 | NONE | EXEMPT | MEDICAL-RESEACH FOR CANCER PATIENTS | $1,000 |
| GRANGER PUBLIC LIBRARY | ||||||||
| 1906 MAIN ST | GRANGER | IA | 50109 | NONE | EXEMPT | EDUCATIONAL-GENERAL FUND | $500 | |
| PINEWOOD PLAYERS INC | ||||||||
| PO BOX 18484 | MUNDS PARK | AZ | 86017 | NONE | EXEMPT | EDUCATIONAL - FURTHERMENT OF THE ARTS | $1,200 | |
| BIG BROTHERS OF FLAGSTAFF | ||||||||
| 1338 W FORREST MEADOWS | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | CHARITABLE - GENERAL FUND | $1,200 | |
| HOSPICE OF CENTRAL IOWA | ||||||||
| 1821 WEST GRAND AVE | DES MOINES | IA | 50265 | NONE | EXEMPT | MEDICAL - ASSISTANCE TO TERMINALLY ILL | $1,257 | |
| FURTHER SHORE INC | ||||||||
| PO BOX 23518 | FLAGSTAFF | AZ | 86002 | NONE | EXEMPT | HEALTH - EDUCATION ON LIVING WELL | $4,884 | |
| NORTHERN AZ PIONEER HISTORICAL | ||||||||
| SOCIETY | 2340 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | HISTORICAL - PRESERVATON OF PAST ARTIFACTS | $1,200 |
| BLANK PARK ZOO FOUNDATION | ||||||||
| 7401 SW 9TH ST | DES MOINES | IA | 50315 | NONE | EXEMPT | EDUCATION-PERSERVE WILDLIFE FOR FUTURE | $500 | |
| NOW LEGAL DEFENSE FUND | ||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | EDUCATION - ADVANCE THE RIGHTS OF WOMEN | $500 | |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| 7225 NW 58TH ST | JOHNSTON | IA | 50131 | NONE | EXEMPT | MEDICAL-TREATMENT OF AT-RISK YOUTH | $500 | |
| ROICE-HURST HUMANE SOCIETY | ||||||||
| 3320 D 1/2 RD | CLIFTON | CO | 81520 | NONE | EXEMPT | EDUCATON-PRESERVATION OF HOUSEHOLD ANIMALS | $1,257 | |
| FREEDOM FROM HUNGER | ||||||||
| 1644 DAVINCI COURT | DAVIS | CA | 95618 | NONE | EXEMPT | HUMANITARIAN-PROVIDE SOLUTIONS WORLD HUNGER | $1,257 | |
| FOOD BANK OF IOWA | ||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-ALLIVIATE HUNGER IN CENTRAL IOWA | $1,257 | |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | EXEMPT | CHARITABLE-ANIMAL RESCUE | $1,257 | |
| MAKE A WISH FOUNDATION | ||||||||
| 3024 104TH ST | URBANDALE | IA | 50322 | NONE | EXEMPT | CHARITABLE- PROVIDE WISH FOR ILL CHILDREN | $1,257 | |
| GRIMES LIBRARY | ||||||||
| 200 N JAMES ST | GRIMES | IA | 50111 | NONE | EXEMPT | CHARITABLE-LIBRARY BOOKS | $500 | |
| RACCOON VALLEY ANIMAL SHELTER | ||||||||
| PO BOX 38 | BOONE | IA | 50036 | NONE | EXEMPT | HUMANITARIAN - CARE OF ANIMALS | $500 | |
| CENTRAL AZ CONCERT BAND | ||||||||
| 1742 INDIAN LANE | PRESCOTT | AZ | 86303 | NONE | EXEMPT | EDUCATIONAL-PRESERVING THE ARTS | $2,000 | |
| FURRY FRIENDS REFUGE | ||||||||
| 1211 GRAND AVE | WEST DES MOINES | IA | 50265 | NONE | EXEMPT | CHARITABLE - ANIMAL RESCUE | $500 | |
| NOAHS ARC ANIMAL FOUNDATION | ||||||||
| PO BOX 748 | FAIRFIELD | IA | 52556 | NONE | EXEMPT | CHARITABLE - ANIMAL RESCUE | $500 | |
| IOWA NATURAL HERITAGE | ||||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE - LAND CONSERVATION | $500 | |
| WILDWOOD HILLS RANCH | ||||||||
| 3000 SAINT CHARLES RD | ST CHARLES | IA | 50240 | NONE | EXEMPT | CHARITABLE - YOUTH CAMP | $500 | |
| RURAL IOWA ANIMAL RESCUE | ||||||||
| LEAGUE | 2991 IOWA AVENUE | ROWLEY | IA | 52329 | NONE | EXEMPT | CHARITABLE - ANIMAL RESCUE | $500 |
| DIANE FOSSEY GORILLA FUND | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | EXEMPT | CHARITABLE - ANIMAL PROTECTION | $384 | |
| JANE GOODALL INSTITUTE | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 600 | ARLINGTON | VA | 22203 | NONE | EXEMPT | CHARITABLE - ANIMAL PROTECTION | $384 | |
| BOTHANDS INC | ||||||||
| PO BOX 30134 | FLAGSTAFF | AZ | 86003 | NONE | EXEMPT | CHARITABLE - AFFORDABLE HOUSING | $1,200 | |
| CHILDREN AND FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE - CHILDREN AND FAMILIES | $1,257 | |
| HUMANE SOCIETY OF CENTRAL IOWA | ||||||||
| 725 S 32ND ST | FORT DODGE | IA | 50501 | NONE | EXEMPT | CHARITABLE - ANIMAL RESCUE | $1,257 | |
| HOPE MINISTRIES | ||||||||
| 1310 6TH AVENUE | DES MOINES | IA | 50304 | NONE | EXEMPT | CHARITABLE - SERVING HOMELESS IN IOWA | $1,257 | |
| BLANK CHILDREN HOSPITAL | ||||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE - CHILDRENS HOSPITAL | $1,257 | |
| PUMPKIN HOUSE FOR CHILDREN | ||||||||
| 473 OAK TREE SQUARE | ATHENS | GA | 30606 | NONE | EXEMPT | CHARITABLE - ADOPTIVE CHILDREN CARE | $3,684 | |
| YAVAPAI COLLEGE FOUNDATION | ||||||||
| 1100 EAST SHELDON ST | PRESCOTT | AZ | 86301 | NONE | EXEMPT | CHARITABLE - SCHOLARSHIPS | $2,000 | |
| PRESCOTT POPS SYMPHONY | ||||||||
| PO BOX 10232 | PRESCOTT | AZ | 86304 | NONE | EXEMPT | CHARITABLE - MUSIC | $2,000 | |
| BLUE RIBBON COALITION | ||||||||
| 4555 BURLEY DRIVE SUITE A | POCATELLO | ID | 83202 | NONE | EXEMPT | CHARITABLE - PUBLIC LAND RESTORATION | $367 | |
| FRIENDS OF BIG BAND JAZZ | ||||||||
| 3316 FIR AVENUE | ALAMEDA | CA | 94502 | NONE | EXEMPT | CHARITABLE - MUSIC | $1,000 | |
| DESERT STAR SCHOOL | ||||||||
| 1240 S RECYCLER RD | CORNVILLE | AZ | 86325 | NONE | EXEMPT | CHARITABLE - COMMUNITY SCHOOL | $2,456 | |
| CARCINOID CANCER FOUNDATION | ||||||||
| 333 MAMARONECK AVENUE 492 | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | CHARITABLE - CANCER RESEARCH | $2,456 | |
| HOPE FOR FAMILIES | ||||||||
| 130 SOUTH INDIAN RIVER DR | FORT PIERCE | FL | 34950 | NONE | EXEMPT | CHARITABLE - CHILD ADOPTION | $2,456 | |
| PREGNANCY CENTER OF GRAND | ||||||||
| JUNCTION | 930 MAIN STREET | GRAND JUNCTION | CO | 81501 | NONE | EXEMPT | EDUCTIONAL - PREGNANCY | $1,257 |
| MESA DVELOPMENTAL SERVICES | ||||||||
| 950 GRAND AVE | GRAND JUNCTION | CO | 81501 | NONE | EXEMPT | CHARITABLE - SPECIAL NEEDS CHILDREN | $1,257 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59322 | 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 | $47,728 | 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 | $28,288 | 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 | $76,016 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 76016 | 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 | AUDIT & ACCOUNTING FEES (ALLOC | Category |
| Amount | $2,941 | Amount |
| Net Investment Income | 1470 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1470 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BTC BOND FUND | NameOfBond |
| EOY Book Value | 538185 | EOYBookValue |
| EOYFMV | 543548 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BTC STOCK FUND | 560710 | 473371 |
| ALLIANZ CCM MIDCAP FUND-INSTL | ||
| ALLIANZ NFJ SMALL CAP VAL FUND | ||
| DODGE COX INTL STOCK FUND | 61682 | 92661 |
| FIDELITY ADVISOR SMALL CAP FND | 43260 | 53689 |
| ACCESSOR INTL EQUITY FUND | ||
| RIVERSOURCE MID CAP VAL FUND | ||
| MFS INTERNATIONAL GROWTH | 63302 | 93224 |
| LEGG MASON EMERG MKT TRUST | 21644 | 34381 |
| GOLDMAN SACHS HI YLD FUND | 122244 | 135697 |
| FIRST AMER RE SEC FUND | ||
| AMERICAN CENTURY SMALL CAP | 45306 | 56106 |
| NUVEEN REAL ESTATE | 20134 | 30817 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CTF ACCRUALS | Description |
| Amount | $936 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STOP PAYMENT ON 2009 CHECK | Description |
| Amount | $500 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | Category |
| Amount | $600 | Amount |
| Net Investment Income | 300 | NetInvestmentIncome |
| Disbursements Charitable Prps | 300 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $326 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $344 | 0 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $29 | 0 | 0 |
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