LSB FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-04-21
- IRS object ID
- 202521119349100522
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-21T10:20:19-05:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201653464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LSBF | BusinessNameControlTxt |
| Phone | 3197886441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX E | AddressLine1Txt |
| City | REINBECK | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506690159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MORROW FOUNDATION CHAIR | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 3197886441 | PhoneNum |
| Signature | 2025-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2025-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $106,555 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $231,437 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,513 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $471 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $241,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,584 | 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 | $8,316 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,316 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $753 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,546 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,546 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,011 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $102,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $102,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $100,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,443 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $100,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $100,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,132 | $663 | $469 | $469 | |
| CAPITAL GAINS DIVIDENDS | $2 | $2 | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $471 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $158 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $91 | OverpaymentAmt |
| Applied To ES Tax | $91 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | KAREN MORROW | IndividualWithBooksNm |
| Phone | 3192331900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 MAIN STREET | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50613 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SALLY HOLLIS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | CHAIRPERSON | 0.50 | $0 | $0 | $0 |
| DAVID DEEDS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | VICE CHAIRPERSON | 0.50 | $0 | $0 | $0 |
| MICHAEL PETERSON | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | SECRETARY | 0.50 | $0 | $0 | $0 |
| W SCOTT BUSH | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KENNETH FURST | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DENNIS PRESNALL | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| GERALD BEECHUM | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHARA CHANG | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SEAN WILLETT | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SPENCER COHN | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $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 | $23,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67 | TotalTaxAmt |
| Distributable Before Adj | $5,258 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,258 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,258 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,615 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,258 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $233,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $231,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $218,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $225,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $271,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,180,418 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $231,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,411,775 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $233,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,177,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $231,296 | ExcessFromYear4Amt |
| Excess From Year3 | $218,894 | ExcessFromYear3Amt |
| Excess From Year2 | $225,296 | ExcessFromYear2Amt |
| Excess From Year1 | $271,121 | ExcessFromYear1Amt |
| Excess From Current Year | $231,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEY UNGS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 TOWER PARK DRIVE | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3192331900 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS ARE AVAILABLE AT THE OFFICES OF LINCOLN SAVINGS BANK | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE REVIEWED AS RECEIVED ON A QUARTERLY BASIS. ALL TIMES ARE SPECIFIED ON THE GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX QUALIFIED ORGANIZATIONS WITH IN THE GEOGRAPHIC MARKETS SERVED BY LINCOLN SAVINGS BANK | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADEL CLASSICAL ACADEMY | ||||||||
| 1317 S 14TH ST | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ADEL DESOTO MINIBURN COMMUNITY SCHOOL DISTRICT SCHOLARSHIP FOUNDATION | ||||||||
| 911 MAIN STREET | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ADEL DESOTO MINIBURN COMMUNITY SCHOOL DISTRICT SCHOLARSHIP FOUNDATION | ||||||||
| 911 MAIN STREET | ADEL | IA | 50003 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| ALLISON LITTLE LAMBS | ||||||||
| 721 CHERRY STREET | ALLISON | IA | 50602 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| ALTERNATIVES PREGNANCY CENTER | ||||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING SUPPORT | $2,920 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT FOR THE RUSSELL AND ANN GERDIN AMERICAN CANCER SOCIETY HOPE LODGE | $3,000 | |
| AMERICANS FOR INDEPENDENT LIVING | ||||||||
| 310 UPLAND AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ANIMAL HUMANE SOCIETY | ||||||||
| 845 MEADOW LANE NORTH | GOLDEN VALLEY | MN | 55422 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| ANKENY DOLLARS FOR SCHOLARS | ||||||||
| 406 SW SCHOOL STREET | ANKENY | IA | 50023 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| ANKENY FRIENDS OF THE ARTS DBA ANKENY ART CENTER | ||||||||
| 1520 SW ORDNANCE RD | ANKENY | IA | 50023 | NONE | PC | SUPPORT FOR STORAGE SPACE FOR GALLERY ARTWORK | $2,500 | |
| APLINGTON RECREATION COMPLEX | ||||||||
| PO BOX 516 | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| APLINGTON-PARKERSBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 669 | PARKERSBURG | IA | 50665 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| APLINGTON-PARKERSBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 669 | PARKERSBURG | IA | 50665 | NONE | PC | GENERAL OPERATING SUPPORT | $960 | |
| BELLA'S BUDDIES | ||||||||
| 3209 W COUNTY ROAD 2123 | BUFFALO | TX | 75831 | NONE | PC | GENERAL OPERATING SUPPORT | $240 | |
| BELLE PLAINE COMMUNITY SCHOOL FOUNDATION | ||||||||
| PO BOX 203 | BELLE PLAINE | IA | 52208 | NONE | PC | GENERAL OPERATING SUPPORT | $600 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | ||||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| BOYS & GIRLS CLUB OF CENTRAL IOWA | ||||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PC | POWER HOUR SUPPORT | $2,500 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | GROUP | GENERAL OPERATING SUPPORT | $100 | |
| BUENA VISTA UNIVERSITY | ||||||||
| 610 W 4TH ST | STORM LAKE | IA | 50588 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| BUTLER COUNTY COMMUNITY PLANNING GROUP VISIONS OF WELL BEING | ||||||||
| PO BOX 744 | ALLISON | IA | 50602 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| BUTLER COUNTY FAIR ASSOCIATION | ||||||||
| 28643 205TH ST | CLARKSVILLE | IA | 50619 | NONE | PC | GENERAL OPERATING SUPPORT | $2,750 | |
| CAMP HERTKO HOLLOW | ||||||||
| 501 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CAN PLAY | ||||||||
| 6500 GRAND AVE | WEST DES MOINES | IA | 50266 | NONE | PC | NO-COST FALL PROGRAMMING PROGRAM SUPPORT | $1,000 | |
| CEDAR BEND HUMANE SOCIETY INC | ||||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING SUPPORT | $3,180 | |
| CEDAR FALLS COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING SUPPORT | $1,200 | |
| CEDAR FALLS COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | JUMP IN FOR NEW POOL SUPPORT | $5,000 | |
| CEDAR FALLS COMMUNITY THEATER | ||||||||
| 103 MAIN ST | CEDAR FALLS | IA | 50613 | NONE | PC | OSTER REGENT FURNACE REPLACEMENT | $1,000 | |
| CEDAR FALLS IOWA HISTORICAL SOCIETY | ||||||||
| 308 W 3RD ST | CEDAR FALLS | IA | 50613 | NONE | PC | A HOME FOR OUR HISTORY SUPPORT | $2,000 | |
| CEDAR VALLEY CATHOLIC SCHOOL | ||||||||
| 3231 W 9TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| CEDAR VALLEY HOSPICE | ||||||||
| 2101 KIMBALL AVE STE 401 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| CHILDREN AND FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | NONE | PC | KEEPING VULNERABLE IOWA FAMILIES SAFE & SECURE PROGRAM SUPPORT | $2,000 | |
| CHILDREN'S CANCER CONNECTION | ||||||||
| 2708 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | WINTER WISHES SUPPORT | $500 | |
| CHILDREN'S CANCER CONNECTION | ||||||||
| 2708 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | BACK-TO-SCHOOL BASH 2024 SUPPORT | $500 | |
| CITY OF ALLISON | ||||||||
| 410 NORTH MAIN STREET | ALLISON | IA | 50602 | NONE | GOV | GENERAL OPERATING SUPPORT | $300 | |
| CITY OF APLINGTON | ||||||||
| 409 10TH ST | APLINGTON | IA | 50604 | NONE | GOV | LET'S MAKE A SPLASH POOL FUNDRAISER SUPPORT | $2,000 | |
| CITY OF REINBECK | ||||||||
| 414 MAIN ST | REINBECK | IA | 50669 | NONE | GOV | GENERAL OPERATING SUPPORT | $2,800 | |
| COMMUNITY & FAMILY RESOURCES | ||||||||
| 211 AVENUE M WEST | FORT DODGE | IA | 50501 | NONE | PC | BEHAVIORAL HEALTH FACILITY REVITALIZATION SUPPORT | $2,500 | |
| COMMUNITY FOUNDATION OF DES MOINES COUNTY | ||||||||
| 301 JEFFERSON ST | BURLINGTON | IA | 52601 | NONE | PC | SUPPORT FOR THE CAMPUS AND C3 CENTER | $5,000 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | CEDAR VALLEY PRIDEFEST FUND | $2,180 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT - WATERLOO | $1,000 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT - CEDAR FALLS | $1,000 | |
| CULTUREALL INC | ||||||||
| 3311 100TH ST | URBANDALE | IA | 50323 | NONE | PC | SHARE CULTURES IN IOWA SCHOOLS SUPPORT | $1,250 | |
| DES MOINES AREA RELIGIOUS COUNCIL | ||||||||
| 1435 MULBERRY ST | DES MOINES | IA | 50309 | NONE | PC | DMARC FOOD PANTRY NETWORK SUPPORT | $2,000 | |
| DES MOINES PLAYHOUSE | ||||||||
| 831 42ND ST | DES MOINES | IA | 50312 | NONE | PC | SUPPORT FOR BLUETOOTH ASSISTED LISTENING SYSTEM | $500 | |
| DES MOINES REFUGEE SUPPORT | ||||||||
| 1110 SOUTH AVE | NORWALK | IA | 50211 | NONE | PC | SUPPORT FOR TRANSPORTATION FOR REFUGEE CHILDREN | $2,500 | |
| EVERYBODY WINS IOWA | ||||||||
| 901 WALNUT ST 640 | DES MOINES | IA | 50309 | NONE | PC | POWER READ PROGRAM SUPPORT | $1,000 | |
| GARDEN GATE RANCH | ||||||||
| 11020 R57 HWY | INDIANOLA | IA | 50125 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | ||||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $2,000 | |
| GMG COMMUNITY SCHOOL DISTRICT FOUNDATION | ||||||||
| 230 MAIN ST | GARWIN | IA | 50632 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| GMG COMMUNITY SCHOOL DISTRICT FOUNDATION | ||||||||
| 230 MAIN ST | GARWIN | IA | 50632 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| G-R DAYCARE LITTLE REBELS LEARNING CENTER | ||||||||
| 120 CEDAR ST | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| GRAND VIEW CHRISTIAN SCHOOL | ||||||||
| 1701 E 33RD | DES MOINES | IA | 50317 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| GRAY WARRIORS | ||||||||
| 1514 ALGONQUIN DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| GREENE AMERICAN LEGION | ||||||||
| 10068 SANDHILL RD | GREENE | IA | 50636 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| GREENE VOLUNTEER AMBULANCE SERVICE | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING SUPPORT | $100 | |
| GREENE VOLUNTEER FIRE DEPT | ||||||||
| 119 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING SUPPORT | $1,100 | |
| GRINNELL NEWBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 344 | GRINNELL | IA | 50112 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| GRUNDY CENTER HIGH SCHOOL | ||||||||
| 1301 12TH ST | GRUNDY CENTER | IA | 50638 | NONE | GOV | GENERAL OPERATING SUPPORT | $3,000 | |
| GRUNDY CO MEMORIAL HOSPITAL | ||||||||
| 201 E J AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| GRUNDY CO MEMORIAL HOSPITAL | ||||||||
| 201 E J AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | GROWING TOGETHER EXPANSION PROJECT SUPPORT | $5,000 | |
| HARTMAN RESERVE NATURE CENTER | ||||||||
| 657 RESERVE DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| HAWKEYE COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 8015 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| HOPE FOR JUSTICE | ||||||||
| PO BOX 280365 | NASHVILLE | TN | 37228 | NONE | PC | JUSTICE FOR THE ABOLISHING HUMAN TRAFFICKING IN IOWA PROGRAM SUPPORT | $2,500 | |
| HOPE MINISTRIES OF DES MOINES | ||||||||
| PO BOX 862 | DES MOINES | IA | 50304 | NONE | PC | GENERAL OPERATING SUPPORT | $325 | |
| HOSPICE OF CENTRAL IOWA | ||||||||
| 3000 EASTON BLVD 3 | DES MOINES | IA | 50317 | NONE | PC | CHARITY CARE HOSPICE PATIENT FINANCIAL ASSISTANCE PROGRAM SUPPORT | $2,500 | |
| HOSPITALITY HOUSE OF THE CEDAR VALLEY | ||||||||
| 1003 MULBERRY ST | WATERLOO | IA | 50703 | NONE | PC | LUNCH PROGRAM SUPPORT | $4,000 | |
| HOUSE OF HOPE | ||||||||
| 845 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | CASE MANAGEMENT PROGRAMS SUPPORT | $2,500 | |
| HOUSE OF HOPE | ||||||||
| 845 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| HUDSON COMMUNITY SCHOOL DISTRICT | ||||||||
| 21 NORTH SEVENTH ST | HUDSON | NY | 12534 | NONE | PC | GENERAL OPERATING SUPPORT | $600 | |
| HUDSON EDUCATION FUND | ||||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| IMPACT OUTDOORS INC | ||||||||
| PO BOX 252 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| IOWA ACES 360 | ||||||||
| 501 SW 7TH ST STE G | DES MOINES | IA | 50309 | NONE | PC | NETWORK LEARNING PATHWAYS SUPPORT | $1,000 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE 1034 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| IOWA DENTAL FOUNDATION | ||||||||
| 666 GRAND AVE STE 901 | DES MOINES | IA | 50309 | NONE | PC | MISSION OF MERCY FOR THE FREEN DENTAL CLINIC SUPPORT | $2,500 | |
| IOWA HEARTLAND HABITAT FOR HUMANITY | ||||||||
| 4107 HAMMOND AVE | WATERLOO | IA | 50701 | NONE | PC | CHURCH ROW NEIGHBORHOOD REVITALIZATION SUPPORT | $1,500 | |
| IOWA JOBS FOR AMERICA'S GRADUATES | ||||||||
| 1111 9TH ST STE 268 | DES MOINES | IA | 50314 | NONE | PC | IJAG PROGRAM SUPPORT | $750 | |
| IOWA PUBLIC RADIO | ||||||||
| 2111 GRAND AVE STE 100 | DES MOINES | IA | 50312 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| IOWA SPECIAL OLYMPICS INC | ||||||||
| 551 SE DOVETAIL RD | GRIMES | IA | 50111 | NONE | PC | GENERAL OPERATING SUPPORT | $900 | |
| IOWA WOMEN'S FOUNDATION | ||||||||
| 2201 EAST GRANTVIEW DR 200 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING SUPPORT | $120 | |
| JUNIOR ACHIEVEMENT OF CENTRAL IOWA | ||||||||
| 6100 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | JA BOWL-A-THON AND STOCK MARKET CHALLENGE SUPPORT | $1,000 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| KNOX BLOCKS FOUNDATION | ||||||||
| 1002 BISHOP AVE | LA PORTE CITY | IA | 50651 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | |
| LATINO RESOURCES INC | ||||||||
| 4217 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | LATINO HERITAGE FESTIVAL SUPPORT | $2,000 | |
| LEADER VALLEY | ||||||||
| 360 WESTFIELD AVE SUITE 300A | WATERLOO | IA | 50701 | NONE | PC | LEADER IN ME PROGRAM SUPPORT | $5,000 | |
| LOVE INC OF THE CEDAR VALLEY | ||||||||
| 2603 RAINBOW DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| LOVING TANNER | ||||||||
| 2626 QUASQUETON DIAGONAL BLVD LOT | INDEPENDENCE | IA | 50644 | NONE | PC | GENERAL OPERATING SUPPORT | $3,400 | 10 |
| LUTHERAN SERVICES IN IOWA INC | ||||||||
| 904 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | EARLY CHILDHOOD SUPPORT | $2,000 | |
| MARBLE ROCK COMMUNITY FIRE COMPANY | ||||||||
| 202 S MAIN ST | MARBLE ROCK | IA | 50653 | NONE | EO | GENERAL OPERATING SUPPORT | $1,000 | |
| MEALS FROM THE HEARTLAND | ||||||||
| 357 LINCOLN ST | WEST DES MOINES | IA | 50265 | NONE | PC | SUPPORT FOR THE MARTIN LUTHER KING JR. DAY OF SERVICE MEAL PACKING EVENT | $1,000 | |
| MEALS FROM THE HEARTLAND | ||||||||
| 357 LINCOLN ST | WEST DES MOINES | IA | 50265 | NONE | PC | GENERAL OPERATING SUPPORT | $150 | |
| NASHUA COMMUNITY FOUNDATION | ||||||||
| 612 GREELEY ST | NASHUA | IA | 50658 | NONE | GOV | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| NATIONAL TTT SOCIETY | ||||||||
| WEDGEWOOD BUILDING 6919 VISTA DR | WEST DES MOINES | IA | 50266 | NONE | GROUP | GENERAL OPERATING SUPPORT | $200 | |
| NORTH BUTLER HIGH SCHOOL SCHOLARSHIP | ||||||||
| 777 3RD ST | DES MOINES | IA | 50309 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $2,000 | |
| NORTH IOWA COMMUNITY ACTION | ||||||||
| PO BOX 1627 | MASON CITY | IA | 50402 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| NORTHEAST IOWA FOOD BANK | ||||||||
| 106 E 11TH ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING SUPPORT | $3,600 | |
| ONE IOWA | ||||||||
| PO BOX 1419 | DES MOINES | IA | 50305 | NONE | PC | GENERAL OPERATING SUPPORT | $1,600 | |
| OPERATING THRESHOLD | ||||||||
| 1535 LAFAYETTE STREET | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PAYNE MEMORIAL AME CHURCH | ||||||||
| 1044 MOBILE ST | WATERLOO | IA | 50703 | NONE | PC | PAYNE YOUTH ENRICHMENT PROGRAM SUPPORT | $2,000 | |
| PELLA COMMUNITY FOOD SHELF | ||||||||
| PO BOX 465 | PELLA | IA | 50219 | NONE | PC | GENERAL OPERATING SUPPORT | $1,200 | |
| PEOPLES COMMUNITY HEALTH CLINIC | ||||||||
| 905 FRANKLIN ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT FOR THE MISSION PEOPLES CLINIC CAPITAL CAMPAIGN | $5,000 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 108 3RD ST 350 | DES MOINES | IA | 50309 | NONE | PC | STABLE STEADY STRONG PROGRAM SUPPORT | $2,500 | |
| PROJECT IOWA | ||||||||
| 4801 FRANKLIN AVE ROOM 106 | DES MOINES | IA | 50309 | NONE | PC | CULTIVATING CAREERS SUPPORT | $2,500 | |
| RETRIEVING FREEDOM | ||||||||
| 1152 230TH ST | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING SUPPORT | $480 | |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN IOWA AND WESTERN ILLINOIS | ||||||||
| 730 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PC | U OF I RONALD MCDONALD HOUSE SUPPORT | $100 | |
| SALVATION ARMY OF WATERLOOCEDAR FALLS | ||||||||
| 218 LOGAN AVE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING SUPPORT | $1,440 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| PO BOX 31356 | TAMPA | FL | 33631 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| SLC6A1 CONNECT | ||||||||
| 1939 TEMPERENCE HILL DRIVE | FRISCO | TX | 75034 | NONE | PC | GENERAL OPERATING SUPPORT | $2,400 | |
| SOUTH TAMA MUSIC BOOSTERS | ||||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| SOUTH TAMA SCHOLARSHIP FOUNDATION INC | ||||||||
| PO BOX 368 | TOLEDO | IA | 52342 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| SPARKWHEEL | ||||||||
| 1919 DELAWARE ST | LAWRENCE | KS | 66046 | NONE | PC | INTEGRATED SUPPORTS FOR WATERLOO MIDDLE SCHOOLS | $2,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING SUPPORT | $800 | |
| STUDENT CONNECTION | ||||||||
| 410 WESTCOTT STREET | HOUSTON | TX | 77007 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| TAMA EMS DEPARTMENT NON-PROFIT ASSOCIATION | ||||||||
| 3052 SIEGEL ST | TAMA | IA | 52339 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TEAM RUNFREE | ||||||||
| 1415 JANET CIRCLE | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| THE CUPBOARD AT LUTHERAN CHURCH OF HOPE | ||||||||
| 520 NW 36TH ST | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING SUPPORT | $150 | |
| THE IOWA CENTER | ||||||||
| 2210 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | WOMEN'S BUSINESS CENTER SUPPORT | $2,000 | |
| THE IOWA LIONS FOUNDATION | ||||||||
| 16 E MAIN ST | MARSHALLTOWN | IA | 50158 | NONE | PC | GENERAL OPERATING SUPPORT | $200 | |
| THE JOB FOUNDATION | ||||||||
| 4600 UNIVERSITY AVE SUITE 1 | CEDAR FALLS | IA | 50613 | NONE | PC | FINANCIAL STEWARDSHIP MENTORING PROGRAM SUPPORT | $1,500 | |
| TORI'S ANGELS | ||||||||
| PO BOX 186 | PANORA | IA | 50216 | NONE | PC | GENERAL OPERATING SUPPORT | $3,150 | |
| TRANSFORMATIONS BY CEDAR VALLEY ANGELS | ||||||||
| 325 E PARK AVE STE 216 | WATERLOO | IA | 50703 | NONE | PC | LOVE BOX & DARE TO DREAM PROGRAM SUPPORT | $500 | |
| UNI FOUNDATION | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | IOWA FIRST ROBOTICS COMPETITION SUPPORT | $500 | |
| UNI FOUNDATION | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING SUPPORT | $2,200 | |
| UNI FOUNDATION | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | FINANCIAL LITERACY FUND SUPPORT | $10,000 | |
| UNIVERSITY OF DUBUQUE | ||||||||
| 2000 UNIVERSITY AVENUE | DUBUQUE | IA | 52001 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | GENERAL OPERATING SUPPORT | $1,375 | |
| VOLUNTEER CENTER OF CEDAR VALLEY | ||||||||
| 2101 KIMBALL AVE STE 136 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING SUPPORT | $1,600 | |
| WATERLOO COMMUNITY FOUNDATION | ||||||||
| PO BOX 1253 | WATERLOO | IA | 50704 | NONE | PC | WATERLOO LEISURE SERVICES | $1,500 | |
| WATERLOO SCHOOLS FOUNDATION | ||||||||
| 201 TOWER PARK DR 106 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| WAUKEE COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 560 SE UNIVERSITY AVE | WAUKEE | IA | 50263 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| WINNEBAGO COUNCIL BOY SCOUTS | ||||||||
| 2929 AIRPORT BLVD | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING SUPPORT | $1,600 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL OPERATING SUPPORT | $1,380 | |
| WREATHS ACROSS AMERICA DBA FRIENDS OF THE IOWA VETERANS CEMETERY | ||||||||
| 34024 VETERANS MEMORIAL DR | ADEL | IA | 50003 | NONE | PC | WREATHS ACROSS AMERICA PROGRAM SUPPORT | $1,500 | |
| YMCA OF GREATER DES MOINES | ||||||||
| 501 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | GIRLS ON THE RUN OF CENTRAL IOWA PROGRAM SUPPORT | $1,500 | |
| YOUNG WOMEN'S RESOURCE CENTER | ||||||||
| 818 5TH AVE | DES MOINES | IA | 50309 | NONE | PC | EMPOWERMENT PROGRAM SUPPORT | $1,000 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING SUPPORT | $1,346 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT FOR WIZE GIRLZ | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,546 | 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 | $4,513 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $471 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,584 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN SAVINGS BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 MAIN ST | AddressLine1Txt |
| City | REINBECK | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50669 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $197,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,316 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD ST INV GRADE BOND FUND | $5,943 | $5,646 |
| ISHARES CORE HIGH DIVIDEND ETF | $1,654 | $2,526 |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $1,733 | $4,357 |
| STANDARD & POOR'S DEPOSITORY RECEIPTS | $4,139 | $5,508 |
| MIDCAP SPDR TR UNIT SER 1 | $4,576 | $5,661 |
| JOHN HANCOCK PREFERRED INCOME FUND CF | $1,359 | $1,313 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT OF TAXABLE EXPENDITURE | Desc |
| Revenue And Expenses Per Books | $4,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $1,506 | Amt |
| Net Investment Income | $753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $753 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $1,096 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |