DANIEL J & ANN L KRUMM CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J & ANN L KRUMM CHARITABLE TRUST (EIN 42-1308651)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202641139349101009
- Schema version
- 2025v4.1
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T10:44:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205925131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTPOINT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 AIRPORT ROAD SUITE 103 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421308651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J & ANN L KRUMM CHARITABLE TRUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 5152456210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2369 210TH STREET | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KRUMM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152456210 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICK STANLEY | PreparerPersonNm |
| PTIN | P02266373 | PTIN |
| Phone | 5152336300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,559,679 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $9,833 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,833 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $163,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,666,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,756 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,110 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,110 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $396,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $396,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,861 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,269 | CashBOYAmt |
| Cash EOY | $13,114 | CashEOYAmt |
| Cash EOYFMV | $13,114 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,924,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,957,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,767,779 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,517,665 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,619,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,778,786 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,453,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,590,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,559,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,121,465 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,121,465 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $332,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $469,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,453,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,590,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,453,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,590,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,453,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,512 | OtherIncreasesAmt |
| Subtotal | $4,590,800 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,590,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 16173 | P | 2025-01-01 | 2025-12-31 | $825,496 | $840,029 | -$14,533 | -$14,533 |
| UBS 16173 | P | 2024-12-31 | 2025-12-31 | $805,786 | $600,654 | $205,132 | $205,132 |
| SCHEDULE K-1 - KKR PRIVATE EQUITY CONGLOMERATE LLC | P | 2024-12-31 | 2025-12-31 | $5,524 | -$5,524 | -$5,524 | |
| CAPITAL GAINS DIVIDENDS | P | $35,681 | $35,681 | $35,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,403 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | UBS FINANCIAL SERVICES INC | IndividualWithBooksNm |
| Phone | 5152220585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5465 MILLS CIVIC PARKWAY SUITE 301 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 500266532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY J KRUMM | ||||||||
| 4186 PRAIRIE MEADOW CT NE | IOWA CITY | IA | 52240 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID J KRUMM | ||||||||
| 2369 210TH ST | AMES | IA | 50014 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,303,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,315,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,315,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,236,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,043 | TotalTaxAmt |
| Distributable Before Adj | $256,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,975 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Total For Prior Years | $9,221 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,975 | AppliedToYear1Amt |
| Applied To Prior Years | $525 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $8,696 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $9,221 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $256,764 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY J KRUMM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN STREET | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882220814 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM IS USED; CURRENT EXEMPTION LETTER REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C) WHICH ARE NOT PRIVATE FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CEDAR RAPIDS OPERA | |||||||
| 425 2ND ST SE STE 960 | CEDAR RAPIDS | IA | 52401 | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | |||||||
| 501 12TH AVENUE SUITE 102 | CORALVILLE | IA | 52241 | PC | GENERAL SUPPORT | $25,450 | |
| DES MOINES METRO OPERA | |||||||
| 106 WEST BOSTON AVENUE | INDIANOLA | IA | 501251836 | PC | GENERAL SUPPORT | $25,000 | |
| EMPOWER TANZANIA | |||||||
| 309 COURT AVENUE SUITE 820 PMB | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $10,000 | 62763 |
| CFJC HEALTHY KIDS CHARITABLE | |||||||
| 501 12TH AVENUE SUITE 102 | CORALVILLE | IA | 52241 | PC | GENERAL SUPPORT | $1,250 | |
| IOWA CITY COMMUNITY SCHOOL DISTRICT FOUNDATION | |||||||
| 1725 NORTH DODGE ST | IOWA CITY | IA | 52245 | PC | GENERAL SUPPORT | $1,000 | |
| IOWA COLLEGE FUND | |||||||
| 505 5TH AVENUE SUITE 1034 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $2,000 | |
| IOWA LEGAL AID | |||||||
| 666 WALNUT ST FLOOR 25 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $2,500 | |
| IOWA NATURAL HERITAGE FOUNDATION | |||||||
| 505 5TH AVENUE SUITE 444 | DES MOINES | IA | 50309 | PC | GENERAL SUPPPORT | $16,000 | |
| IOWA PBS FOUNDATION | |||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $31,500 | |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVENUE SUITE 100 | DES MOINES | IA | 503125393 | PC | GENERAL SUPPORT | $5,000 | |
| KRUMM FAMILY FOUNDATION | |||||||
| 2369 210TH STREET | AMES | IA | 500142639 | PC | GENERAL SUPPORT | $28,000 | |
| LUTHER COLLEGE | |||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | PC | GENERAL SUPPORT | $7,500 | |
| SHELTER HOUSE | |||||||
| 429 SOUTHGATE AVE | IOWA CITY | IA | 52240 | PC | GENERAL SUPPORT | $1,000 | |
| ST OLAF COLLEGE | |||||||
| 1520 ST OLAF AVE | NORTHFIELD | MN | 55057 | PC | GENERAL SUPPORT | $1,000 | |
| TROUT UNLIMITED | |||||||
| PO BOX 7400 | WOOLLY BUGGER | WV | 254387400 | PC | GENERAL SUPPORT | $2,500 | |
| TURNEFFE ATOLL TRUST | |||||||
| PO BOX 10670 | BOZEMAN | MT | 59719 | PC | GENERAL SUPPORT | $2,500 | |
| UNITED WAY OF JOHNSON & WASHINGTON COUNTIES | |||||||
| 1150 5TH STREET SUITE 290 | CORALVILLE | IA | 52241 | PC | GENERAL SUPPORT | $10,000 | |
| U OF IA CENTER FOR ADVANCEMENT | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | PC | GENERAL SUPPORT | $1,000 | |
| UNIVERSITY OF IOWA FOUNDATION - HANCHER PARTNERS | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | PC | GENERAL SUPPORT | $3,300 | |
| ZION LUTHERAN CHURCH | |||||||
| 310 N JOHNSON ST | IOWA CITY | IA | 52245 | PC | GENERAL SUPPORT | $15,000 | |
| WESLEYLIFE FOUNDATION | |||||||
| 5508 NW 88TH ST | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $5,000 | |
| ST ANDREW'S LUTHERAN CHURCH | |||||||
| 209 COLORADO AVENUE | AMES | IA | 50014 | PC | GENERAL SUPPORT | $32,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,833 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,907 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,110 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $220,756 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $396,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $396,606 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER HEREBY ELECTS TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEARS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - 16173 | $1,867,922 | $1,968,942 |
| UBS - 00145 | $752,048 | $809,844 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - 16173 | StockNm |
| EOY Book Value | $1,957,716 | EOYBookValueAmt |
| EOYFMV | $2,767,779 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSET MANAGMENT FEES | $27,177 | $27,177 | $0 |
| SCHEDULE K-1 - KKR PRIVATE EQUITY CONGLOMERATE LLC | $3,994 | $3,994 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHEDULE K-1 - KKR PRIVATE EQUITY CONGLOMERATE LLC | Desc |
| Revenue And Expenses Per Books | $2,110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,110 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ASJUSTMENT | Desc |
| Amt | $7,512 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,861 | Amt |
| Net Investment Income | $1,861 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |