ROY J CARVER CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROY J CARVER CHARITABLE TR (EIN 42-1186589)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-03-13
- IRS object ID
- 202620729349100822
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-13T16:38:24-04:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421394940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON LOWER WHITLOW PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 STATE ST STE 201 | AddressLine1Txt |
| City | BETTENDORF | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421186589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY J CARVER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYJ | BusinessNameControlTxt |
| Phone | 5632634010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 IOWA AVENUE | AddressLine1Txt |
| City | MUSCATINE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52761 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY K ROSS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5632634010 | PhoneNum |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW F BRUMFIELD | PreparerPersonNm |
| PTIN | P03045452 | PTIN |
| Phone | 5633594757 | PhoneNum |
| Preparation | 2026-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $364,548,636 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $41,931 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,931 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,872,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,872,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,921,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,534,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,265,357 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,483,340 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $604,630 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,352,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,784,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $658,983 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $291,951 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $367,033 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $886,244 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $79,403 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $806,841 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $259,529 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,839 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $221,690 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,132 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,426 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,706 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,059 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,812 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,247 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,535,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,483,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,056 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $10,869 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $506,808 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $323,176 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $124,944 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $24,989 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,297 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,059 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,238 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,613 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,613 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $162,797 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $849,446 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150,082 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,212,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,116,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,660,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,360,889 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,538,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,573,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,116,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,199,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,778,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,667,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,939 | CashBOYAmt |
| Cash EOY | $53,947 | CashEOYAmt |
| Cash EOYFMV | $53,947 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,585,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,392,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,392,203 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,030,802 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,828,487 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,964,212 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $78,817,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $85,073,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,957,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,351,721 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,202,518 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,354,309 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $20,717,056 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $22,185,111 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $22,441,902 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $108,031,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,634,532 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $203,276,645 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,521,594 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,912,717 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,725,423 | LandBOYAmt |
| Land EOY | $3,608,877 | LandEOYAmt |
| Land EOYFMV | $3,608,878 | LandEOYFMVAmt |
| Other Assets BOY | $433,939 | OtherAssetsBOYAmt |
| Other Assets EOY | $499,065 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $499,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $236,697,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,478,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $364,548,636 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $95,273 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $96,421 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,518,931 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,340,857 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,612,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,791,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,226,204 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,228,278 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $214,470,934 | CapitalStockBOYAmt |
| Capital Stock EOY | $218,249,888 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,470,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $218,249,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $236,697,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $241,478,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,470,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,778,954 | ExcessRevenueOverExpensesAmt |
| Subtotal | $218,249,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $218,249,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC SECURITIES | P | $66,178,337 | $53,200,304 | $12,978,033 | $12,978,033 |
| K1 ACADIAN INTERNATIONAL | P | $2,344,923 | $2,344,923 | $2,344,923 | |
| K1 ADAMS STREET | P | $1,742,898 | $1,742,898 | $1,742,898 | |
| K1 EMERGING WORLD INV LP (LAZARD) | P | $3,800,497 | -$3,800,497 | -$3,800,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,265,357 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,265,357 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301,185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $301,185 | SubtotalAmt |
| Tax Based On Investment Income | $301,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $241,347 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $132,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $373,847 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,129 | EsPenaltyAmt |
| Overpayment | $70,533 | OverpaymentAmt |
| Applied To ES Tax | $70,533 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | CARVERTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | DR TROY ROSS | IndividualWithBooksNm |
| Phone | 5632634010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 IOWA AVENUE | AddressLine1Txt |
| City | MUSCATINE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 527613733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROY J CARVER JR | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | CHAIRMAN | 000.00 | $33,000 | $0 | $0 |
| J LARRY GRIFFITH | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | VICE CHAIRMA | 000.00 | $7,975 | $0 | $0 |
| TROY K ROSS | ||||||||
| 25189 235TH ST | CONESVILLE | IA | 52739 | CEO | 40.00 | $473,028 | $61,584 | $2,360 |
| D SCOTT INGSTAD | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | TRUSTEE | 000.00 | $28,600 | $0 | $0 |
| DAVID M UTLEY | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ANDREW B CARVER | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | TRUSTEE | 000.00 | $31,075 | $0 | $0 |
| BRIAN W HUMMEL | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | TRUSTEE | 000.00 | $28,105 | $0 | $0 |
| BRADLEY W ROETH | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | TRUSTEE | 000.00 | $28,600 | $0 | $0 |
| ROY J CARVER III | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | TRUSTEE | 000.00 | $28,600 | $0 | $0 |
| JOHN A CARVER | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | TRUSTEE | 000.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LYNNE M SASMAZER | ||||||||
| 1771 HIGHWAY 6 | WEST LIBERTY | IA | 52776 | PROGRAM DIRE | 40.00 | $242,665 | $58,992 | |
| ERIN L VAN HOOK | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | EXEC ASST & | 40.00 | $162,556 | $33,014 | |
| VICTORIA L NEWMAN | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | PROGRAM OFFI | 40.00 | $130,000 | $19,824 | |
| MICHAEL MOLUMBY | ||||||||
| 202 IOWA AVENUE | MUSCATINE | IA | 52761 | PROGRAM OFFI | 40.00 | $122,268 | $25,473 | $214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS | |||||
| ONE LIBERTY PLAZA STE312 | NEW YORK | NY | 10006 | ASSET MANAGE | $463,775 |
| ACADIAN ASSET MANAGEMENT | |||||
| 1 POST OFFICE SQUARE | BOSTON | MA | 02109 | ASSET MANAGE | $295,276 |
| LSV ASSET MANAGEMENT | |||||
| 155 N WACKER DRIVE STE 4600 | CHICAGO | IL | 60606 | ASSET MANAGE | $221,069 |
| BARROW HANLEY GLOBAL INVESTORS | |||||
| 2200 ROASS AVENUE 31ST FLOOR | DALLAS | TX | 75201 | ASSET MANAGE | $120,569 |
| COHEN & STEERS | |||||
| 1166 AVENUE OF THE AMERICAS 30TH FL | NEW YORK | NY | 10036 | ASSET MANAGE | $119,192 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,123,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,476,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,151,932 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $374,752,422 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $374,752,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,621,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $369,131,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,456,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,456,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301,185 | TotalTaxAmt |
| Distributable Before Adj | $18,155,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $220,494 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,375,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,375,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,199,469 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $7,012 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,206,481 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,375,866 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $760,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $376,110 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,136,835 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,206,481 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,206,481 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $169,385 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $169,385 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $967,450 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $967,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $591,340 | ExcessFromYear4Amt |
| Excess From Year2 | $376,110 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROY J CARVER TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 IOWA AVENUE | AddressLine1Txt |
| City | MUSCATINE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 527613733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5632364010 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A WRITTEN OR ELECTRONIC LETTER OF INQUIRY BEFORE SUBMISSION OF A FORMAL REQUEST. INCLUDE THE FOLLOWING INFORMATION: 1. A BRIEF BACKGROUND ON YOUR ORGANIZATION, INCLUDING A HISTORY OF ITS EXISTENCE, THE SIZE OF STAFF AND BOARD AND THE TYPE OF SERVICE PROVIDED. 2. A DESCRIPTION OF THE PROJECT, WHAT IT IS DESIGNED TO ACHIEVE AND HOW THIS WILL BE ACCOMPLISHED. 3. A PROPOSED BUDGET FOR THE TOTAL COST OF THE PROJECT AND THE AMOUNT YOU INTEND TO REQUEST FROM THE TRUST. 4. A STATEMENT DESCRIBING WHY PARTICIPATION OF THE CARVER TRUST IS VITAL TO THE SUCESS OF THE PROJECT. INDICATE PAST HISTORY WITH THE TRUST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENT MUST QUALIFY AS AN EXEMPT CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATION UNDER SECTION 501 (C)(3) OF THE U.S. INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADAIR COUNTY HEALTH SYSTEM | ||||||
| 609 SE KENT STREET | GREENFIELD | IA | 50849 | PC | SUPPORT RECONSTRUCTION AND REOPENING | $200,000 |
| BRIAR CLIFF UNIVERSITY | ||||||
| 3303 REBECCA STREET | SIOUX CITY | IA | 51104 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| BUENA VISTA UNIVERSITY | ||||||
| 610 WEST FOURTH STREET | STORM LAKE | IA | 50588 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| CEDAR RAPIDS PUBLIC LIBRARY FOUNDAT | ||||||
| 450 5TH AVE SE | CEDAR RAPIDS | IA | 52401 | PC | CONSTRUCT A NEW BRANCH LIBRARY | $80,000 |
| CENTRAL COLLEGE | ||||||
| 812 UNIVERSITY STREET | PELLA | IA | 50219 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| CHILDREN'S THERAPY CENTER OF THE QU | ||||||
| 4450 - 48TH AVENUE COURT | ROCK ISLAND | IL | 61201 | PC | REPLACE FLOORING IN THE CENTER FACIL | $20,000 |
| CITY OF BETTENDORF - PARKS AND RECR | ||||||
| 2204 GRANT STREET | BETTENDORF | IA | 52722 | GOV | SUPPORT THE INTRODUCTION OF A MULTI- | $25,000 |
| CITY OF HAWARDEN | ||||||
| 1150 CENTRAL AVENUE | HAWARDEN | IA | 51023 | GOV | ASSIST IN THE REPLACEMENT OF A FLOOD | $40,000 |
| CITY OF MUSCATINE - MUSCATINE POLIC | ||||||
| 312 EAST 5TH SREET | MUSCATINE | IA | 52761 | GOV | FUND A COMMUNITY OUTREACH EVENT | $1,000 |
| CLARKE UNIVERSITY | ||||||
| 1550 CLARKE DRIVE | DUBUQUE | IA | 52001 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| COE COLLEGE | ||||||
| 1220 FIRST AVENUE NE | CEDAR RAPIDS | IA | 52402 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| COMMUNITY FOUNDATION OF GREATER MUS | ||||||
| 215 WEST MISSISSIPPI DRIV | MUSCATINE | IA | 52761 | PC | HOUSING FOR IMPOVERISHED FAMILIES | $850,000 |
| CORNELL COLLEGE | ||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| CORNING PUBLIC LIBRARY | ||||||
| 603 - 9TH STREET | CORNING | IA | 50841 | PC | REPLACE THE LIBRARY'S HEATING AND CO | $11,650 |
| DORDT UNIVERSITY | ||||||
| 700 7TH ST NE | SIOUX CENTER | IA | 51250 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| DRAKE UNIVERSITY | ||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| DRAKE UNIVERSITY | ||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | PC | RENOVATE A LABORATORY FOR WATER QUAL | $175,000 |
| FAMILY RESOURCES INC | ||||||
| 1414 WEST LOMBARD STREET | DAVENPORT | IA | 52804 | PC | EXPAND A SCHOOL-BASED MENTAL HEALTH | $146,400 |
| FIRST TEE - QUAD CITIES | ||||||
| 2430 RIVER DRIVE | MOLINE | IL | 61265 | PC | CONSTRUCT A CLASSROOM FOR YOUTH INST | $100,000 |
| FOUR OAKS FAMILY AND CHILDREN'S SER | ||||||
| 5400 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | PC | ENHANCE SECURITY AT RESIDENTIAL TREA | $100,000 |
| GRACELAND UNIVERSITY | ||||||
| 1 UNIVERSITY PLACE | LAMONI | IA | 50140 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| GRAND VIEW UNIVERSITY | ||||||
| 1200 GRANDVIEW AVENUE | DES MOINES | IA | 50316 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| GREATER DES MOINES BOTANICAL GARDEN | ||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50309 | PC | ASSIST WITH WAYFINDING AND INFORMATI | $100,000 |
| GREATER GREENFIELD COMMUNITY FOUNDA | ||||||
| 101 NE HAYES | GREENFIELD | IA | 50849 | PC | SUPPORT DISASTER RELIEF FOR TORNADO | $75,000 |
| GRINNELL COLLEGE | ||||||
| 1103 PARK STREET | GRINNELL | IA | 50112 | PC | CAPITAL IMPROVEMENTS TO AN ENVIRONME | $200,000 |
| GRINNELL COLLEGE | ||||||
| 1103 PARK STREET | GRINNELL | IA | 50112 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| IOWA STATE UNIVERSITY OF TECHNOLOGY | ||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | GOV | INVESTIGATE HOW IMMUNE CELLS REGULAT | $121,055 |
| IOWA STATE UNIVERSITY OF TECHNOLOGY | ||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | GOV | IMPROVE THE EFFECTIVENESS OF AN EXIS | $150,000 |
| IOWA STATE UNIVERSITY OF TECHNOLOGY | ||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | GOV | PURCHASE AN ADVANCED DEVICE FOR PROT | $750,000 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $122,500 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2506 UNIVERSITY BLVD | AMES | IA | 50010 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $134,500 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | PURCHASE ADVANCED TECHNOLOGY DESIGNE | $425,000 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | STUDY HOW BLOOD AND IMMUNE CELLS INF | $149,913 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | INVESTIGATE BACTERIA DERIVED SUBSTAN | $150,000 |
| LORAS COLLEGE | ||||||
| 1450 ALTA VISTA STREET | DUBUQUE | IA | 52001 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| LUTHER COLLEGE | ||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| LUTHER COLLEGE | ||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | PC | SUPPORT THE ACQUISITION OF EQUIPMENT | $200,000 |
| MORNINGSIDE UNIVERSITY | ||||||
| 1501 MORNINGSIDE AVENUE | SIOUX CITY | IA | 51106 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $20,800 |
| MOUNT MERCY UNIVERSITY | ||||||
| 1330 ELMHURST DRIVE NE | CEDAR RAPIDS | IA | 52402 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $8,800 |
| MUSCATINE ART CENTER | ||||||
| 1314 MULBERRY AVENUE | MUSCATINE | IA | 52761 | PC | SUPPORT A COLLECTIONS MANAGEMENT PRO | $59,010 |
| MUSCATINE CENTER FOR SOCIAL ACTION | ||||||
| 312 IOWA AVENUE | MUSCATINE | IA | 52761 | PC | CONSTRUCT A FACILITY FOR PERMANENT S | $400,000 |
| MUSCATINE COMMUNITY COLLEGE FOUNDAT | ||||||
| 152 COLORADO STREET | MUSCATINE | IA | 52761 | PC | EXPAND A BUILDING USED IN INDUSTRIAL | $250,000 |
| MUSCATINE COMMUNITY SCHOOL DISTRICT | ||||||
| 2900 MULBERRY AVENUE | MUSCATINE | IA | 52761 | GOV | FUND THE 2025 EXCELLENCE IN EDUCATIO | $84,204 |
| MUSCATINE COUNTY CONSERVATION BOARD | ||||||
| 3300 CEDAR STREET | MUSCATINE | IA | 52761 | PC | UPDATE EXHIBITS IN THE ENVIRONMENTAL | $100,505 |
| NORTHWESTERN COLLEGE | ||||||
| 101 - 7TH STREET SW | ORANGE CITY | IA | 51041 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| NORTHWESTERN COLLEGE | ||||||
| 101 - 7TH STREET SW | ORANGE CITY | IA | 51041 | PC | MODERNIZE A LABORATORY FOR NURSING E | $130,000 |
| QUAD CITY BOTANICAL CENTER FOUNDATI | ||||||
| 2525 - 4TH AVENUE | ROCK ISLAND | IL | 61201 | PC | COMPLETE A CAMPUS PAVING PROJECT | $51,000 |
| SAC CITY PUBLIC LIBRARY | ||||||
| 1001 WEST MAIN | SAC CITY | IA | 50583 | GOV | EXPAND THE LIBRARY | $17,788 |
| SIMPSON COLLEGE | ||||||
| 701 NORTH C STREET | INDIANOLA | IA | 50125 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| SIMPSON COLLEGE | ||||||
| 701 NORTH C STREET | INDIANOLA | IA | 50125 | PC | PURCHASE TECHNOLOGY FOR HEALTH SCIEN | $135,000 |
| ST AMBROSE UNIVERSITY | ||||||
| 518 WEST LOCUST STREET | DAVENPORT | IA | 52803 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| TRI-RIVERS CONSERVATION FOUNDATION | ||||||
| 12635 COUNTY ROAD G56 | WAPELLO | IA | 52653 | PC | ASSIST WITH CONSTRUCTION OF AN OUTDO | $27,825 |
| UNIVERSITY OF DUBUQUE | ||||||
| 2000 UNIVERSITY AVENUE | DUBUQUE | IA | 52001 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | INVESTIGATE NEW METHODS OF OVERCOMIN | $145,860 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | STUDY NEURONAL NETWORKS IN THE MANIF | $135,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | TO STUDY THE EFFECTS OF MATERNAL VIR | $119,464 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | UNDERSTAND HOW HUMAN CELLS PRODUCE T | $150,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | IMPROVE EFFECTIVENESS OF GENE THERAP | $139,858 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | STUDY OBESITY-INDUCED INSULIN RESIST | $150,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | IDENTIFY POTENTIAL THERAPIES FOR TRE | $133,980 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | UPGRADE AN ADVANCED LIGHT MICROSCOPE | $595,957 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $122,500 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $134,500 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | CCOM - DIRECT THE 2025 GIFT PAYOUT F | $3,450,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | CCOM - DIRECT THE 2025 GIFT PAYOUT - | $1,500,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP A COMPREHENSIVE CATALOGUE OF | $109,050 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP PEDIATRIC FRIENDLY ORAL SOLI | $121,831 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | MODERNIZE THE UNIVERSITY LIBRARIES M | $135,882 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | SUPPORT FACILITY NEEDS IN HYDRAULIC | $855,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | ASSIST WITH RELOCATION AND RENOVATIO | $500,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP NEW CONTRAST AGENTS FOR USE | $150,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | STUDY BASIC MOLECULAR MECHANISMS OF | $120,773 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP A NEW METHOD FOR ISOLATING R | $120,759 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | EXPAND AN ESTABLISHED TESTING PROGRA | $124,353 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | STUDY THE MOLECULAR BASIS FOR WHY CE | $150,000 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | ACQUIRE EQUIPMENT FOR PHYSICAL SCIEN | $200,000 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | PURCHASE SIMULATION EQUIPMENT FOR US | $275,000 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $122,500 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $134,500 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | REPLACE INSTRUCTIONAL EQUIPMENT USED | $50,000 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | DEVELOP EDUCATIONAL PROGRAMMING IN P | $146,646 |
| UPPER IOWA UNIVERSITY | ||||||
| 605 WASHINGTON STREET | FAYETTE | IA | 52142 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| WARTBURG COLLEGE | ||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 50677 | PC | SUPPORT A CLASSROOM TECHNOLOGY IMPRO | $185,000 |
| WARTBURG COLLEGE | ||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 50677 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $16,800 |
| WILLIAM PENN UNIVERSITY | ||||||
| 201 TRUEBLOOD AVENUE | OSKALOOSA | IA | 52577 | PC | PRIVATE COLLEGE CARVER SCHOLARSHIP P | $8,400 |
| YOUTH AND SHELTER SERVICES INC | ||||||
| 420 KELLOGG AVENUE | AMES | IA | 50010 | PC | CONSTRUCT A VOCATIONAL TRAINING FACI | $300,000 |
| YOUTH SHELTER CARE OF NORTH CENTRAL | ||||||
| 301 AVENUE M WEST | FORT DODGE | IA | 50501 | PC | ASSIST WITH CONSTRUCTION OF A RECREA | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,538,963 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF GREATER MUS | ||||||
| 215 WEST MISSISSIPPI DRIV | MUSCATINE | IA | 52761 | PC | HOUSING INITIATIVE & SUPPLEMENT | $400,000 |
| FAMILY RESOURCES INC | ||||||
| 1414 WEST LOMBARD STREET | DAVENPORT | IA | 52804 | PC | EXPAND SCHOOL-BASED MENTAL HEALTH P | $292,800 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $403,500 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | THE IMMUNE SYSTEM AND PROSTATE CANCE | $299,826 |
| IOWA STATE UNIVERSITY FOUNDATION | ||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | PC | THE THERAPEUTIC VALUES OF BACTERIA-D | $300,000 |
| IOWA STATE UNIVERSITY OF TECHNOLOGY | ||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | GOV | IMPROVE EFFECTIVENESS OF AN EXISTING | $300,000 |
| IOWA STATE UNIVERSITY OF TECHNOLOGY | ||||||
| 515 MORRILL ROAD | AMES | IA | 50011 | GOV | INVESTIGATE HOW IMMUNE CELLS REGULAT | $328,915 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | INVESTIGATE BACTERIAL RESISTANCE TO | $298,384 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | IMPROVE EFFECTIVENESS OF GENE THERAP | $284,202 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | STUDY OF DNA SYNTHESIS IN HUMAN CELL | $300,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | PC | STUDY NEURONAL NETWORKS IN THE MANIF | $135,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $403,500 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP PEDIATRIC FRIENDLY ORAL SOLI | $135,835 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | MODERNIZE THE UNIVERSITY LIBRARIES M | $168,150 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP A COMPREHENSIVE CATALOGUE OF | $112,293 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | ENGINEERING - DIRECT THE 2025 GIFT P | $1,500,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | CCOM - DIRECT THE 2025 GIFT PAYOUT F | $15,350,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | STUDY OF OBESITY-INDUCED INSULIN RES | $300,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | IDENTIFY TREATMENTS FOR CERTAIN FORM | $267,186 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | STUDY CELL MIGRATION IN TISSUE DEVEL | $261,871 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | ISOLATION OF RADIOACTIVE MATERIALS I | $252,495 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | STUDY CERTAIN BODILY TISSUE DISEASE | $300,000 |
| UNIVERSITY OF IOWA FOUNDATION | ||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52244 | PC | DEVELOP NEW CONTRAST AGENTS FOR IMAG | $300,000 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | CARVER STATEWIDE SCHOLARSHIP PROGRAM | $403,500 |
| UNIVERSITY OF NORTHERN IOWA FOUNDAT | ||||||
| 204 COMMONS | CEDAR FALLS | IA | 50614 | PC | DEVELOP EDUCATIONAL PROGRAMMING IN P | $148,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,246,148 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,931 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,872,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,921,666 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| GRANT RECOVERIES | 1 | $220,494 | ||
| K1 INCOME | 14 | $604,630 | ||
| K1 INCOME NOT ON BOOKS | 14 | -$3,308,464 | ||
| K1 UBTI NOT ON BOOKS | 14 | -$94,143 | ||
| ADAMS STREET 2009 DIRECT | 14 | 901101 | $980 | |
| ADAMS STREET 2013 GLOBAL | 14 | 901101 | $46,484 | |
| ADAMS STREET COINVESTMENT I | 14 | 901101 | $43,734 | |
| ADAMS STREET 2003 US | 14 | 901101 | -$174 | |
| ADAMS STREET 2005 US | 14 | 901101 | -$269 | |
| ADAMS STREET 2009 NON US DE | 14 | 901101 | $524 | |
| ADAMS STREET 2009 US | 14 | 901101 | $2,864 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $94,143 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,258,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,352,405 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDITING FEES | CategoryTxt |
| Amt | $59,059 | Amt |
| Net Investment Income | $11,812 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,247 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION EXPENSE | PropertyDesc |
| Current Year Expense | $124,944 | CurrentYearExpenseAmt |
| Net Investment Income | $24,989 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLIC SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $4,268,014 | GrossSalesPriceAmt |
| Basis | $611,705 | BasisAmt |
| Total Net | $3,656,309 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ROY J. CARVER - GALLIARD | BondNm |
| EOY Book Value | $12,202,518 | EOYBookValueAmt |
| EOYFMV | $12,354,309 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROY J. CARVER - COHEN AND STEE | $16,869,132 | $18,871,609 |
| ROY J. CARVER - DANA | $38,663,652 | $53,319,101 |
| ROY J. CARVER - LSV ASSET | $29,540,642 | $36,766,765 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROY J. CARVER - GALLIARD | $847,294 | $885,890 |
| ROY J. CARVER - ADAMS ST LP | $9,345,748 | $12,334,106 |
| ISHARES TR EAFE SMALL CAP ETF | $12,167,327 | $17,943,229 |
| ISHARES TR RUSSELL MIDCAP ETF | $13,757,750 | $37,228,284 |
| ISHARES TR RUSSELL 1000 GROWTH ETF | $4,318,743 | $19,487,044 |
| ROY J. CARVER - BARROW HANLEY | $20,363,974 | $20,519,358 |
| LAZARD | $31,500,000 | $57,026,450 |
| ACADIAN | $12,333,696 | $37,852,284 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS | $4,158,620 | $1,352,849 | $2,805,771 | $2,805,772 |
| FURNITURE & FIXTURES | $390,680 | $204,854 | $185,826 | $185,826 |
| IMPROVEMENTS | $385,256 | $355,014 | $30,242 | $30,242 |
| LAND | $587,038 | $587,038 | $587,038 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,132 | LegalFeesAmt |
| Net Investment Income | $2,426 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,706 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $337,939 | $499,065 | $499,065 |
| EXCISE TAX RECEIVABLE | $96,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| DUES & MEMBERSHIPS | $1,138 | $1,138 | |
| UTILITIES | $24,177 | $24,177 | |
| POSTAGE | $2,500 | $2,000 | $500 |
| BLD & GROUNDS EXPENSE | $47,206 | $47,206 | |
| OFFICE EXPENSES | $58,473 | $46,778 | $11,695 |
| TELEPHONE | $2,234 | $1,787 | $447 |
| INSURANCE | $26,703 | $26,703 | |
| PORTFOLIO DEDUCTIONS | $836,731 | ||
| GAIN/LOSS ON PROPERTY | $366 | $293 | $73 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GRANT RECOVERIES | $220,494 | |
| K1 INCOME | $604,630 | $604,630 |
| K1 INCOME NOT ON BOOKS | -$3,308,464 | |
| K1 UBTI NOT ON BOOKS | -$94,143 | |
| ADAMS STREET 2009 DIRECT | $980 | |
| ADAMS STREET 2013 GLOBAL | $46,484 | |
| ADAMS STREET COINVESTMENT III | $43,734 | |
| ADAMS STREET 2003 US | -$174 | |
| ADAMS STREET 2005 US | -$269 | |
| ADAMS STREET 2009 NON US DEVE | $524 | |
| ADAMS STREET 2009 US | $2,864 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $1,612,000 | $1,711,000 |
| EXCISE TAX PAYABLE | $80,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,417,792 | $1,417,792 | |
| INVESTMENT CONSULTING FEES | $64,000 | $64,000 | |
| PROFESSIONAL CONSULTING FEES | $53,364 | $1,308 | $52,056 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISETAX | $460,300 | |
| FOREIGN TAXES | $46,508 | $323,176 |