LSB FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-03-15
- IRS object ID
- 202300749349100420
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-15T12:03:09-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | 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 | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | 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 | JENNIFER KRUEGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3197886441 | PhoneNum |
| Signature | 2023-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | KRUEGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2023-02-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,030 | 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 | $266,640 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $267,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $510 | 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 | $2,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,285 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $642 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $643 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,583 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,257 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,257 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,373 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $64,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,030 | 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 | $64,736 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,736 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,400 | OtherIncreasesAmt |
| Subtotal | $101,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | P | $7 | $7 | $7 | |
| VANGUARD SHORT-TERM INVESTMENT GRADE BOND FD ADM | P | $346 | $18 | $18 | $328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | JENNIFER KRUEGER | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| MILT DAKOVICH | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | CHAIRPERSON (UNTIL 02/24/22) | 0.50 | $0 | $0 | $0 |
| SALLY HOLLIS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | CHAIRPERSON AS OF 03/16/22 | 0.50 | $0 | $0 | $0 |
| JEFFREY DRALLE | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | VICE CHAIRPERSON UNTIL 3/16/22/TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID DEEDS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | VICE CHAIRPERSON AS OF 3/16/22 | 0.50 | $0 | $0 | $0 |
| MICHAEL PETERSON | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | SECRETARY | 0.50 | $0 | $0 | $0 |
| STEVE BROUWER | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ERIK SKOVGARD | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| W SCOTT BUSH | ||||||||
| 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 |
| LINDA ALLEN | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| TONY SCAVUZZU | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KEN FURST | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BEN MILNE | ||||||||
| 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 | $13,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,144 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $4,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,400 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,544 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $231,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $203,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $217,777 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $233,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $231,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $218,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,104,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,330,074 | 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 | $203,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,127,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $217,777 | ExcessFromYear4Amt |
| Excess From Year3 | $233,811 | ExcessFromYear3Amt |
| Excess From Year2 | $231,296 | ExcessFromYear2Amt |
| Excess From Year1 | $218,894 | ExcessFromYear1Amt |
| Excess From Current Year | $225,296 | 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 (158 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADM SCHOLARSHIP FOUNDATION | ||||||||
| 215 NORTH 11TH STREET | ADEL | IA | 50003 | NONE | PC | ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| AGC OF IOWA FOUNDATION | ||||||||
| 701 EAST COURT AVE | DES MOINES | IA | 50309 | NONE | PC | MILTON J DAKOVICH MEMORIAL SCHOLARSHIP | $5,000 | |
| ALLEN COLLEGE | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE SUMMER NURSE & HEALTH CAREERS CAMP | $1,000 | |
| ALLEN FOUNDATION | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | SUPPORT FOR ALLEN FOR YOU - REHAB SCIENCES BUILDING CAPITAL CAMPAIGN | $5,000 | |
| ALLISON LITTLE LAMBS | ||||||||
| 721 CHERRY STREET | ALLISON | IA | 50602 | NONE | PC | GENERAL OPERATING | $250 | |
| ALTERNATIVES PREGNANCY CENTER | ||||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,400 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING | $400 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT THE GERDEN HOPE LODGE | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT THE BUTLER COUNTY RELAY FOR LIFE | $50 | |
| AMERICAN RED CROSS | ||||||||
| 6300 ROCKWELL DR NE | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING | $240 | |
| AMERICANS FOR INDEPENDENT LIVING | ||||||||
| 310 UPLAND AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $525 | |
| ANIMAL RESCUE LEAGUE OF IOWA INC | ||||||||
| 5452 NE 22ND AVE | DES MOINES | IA | 50313 | NONE | PC | GENERAL OPERATING | $150 | |
| ANKENY DOLLARS FOR SCHOLARS | ||||||||
| 406 SW SCHOOL STREET | ANKENY | IA | 50023 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| APLINGTON-PARKERSBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 669 | PARKERSBURG | IA | 50665 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| BELLA'S BUDDIES | ||||||||
| 3209 W COUNTY ROAD 212 | BUFFALO | TX | 75831 | NONE | PC | GENERAL OPERATING | $400 | |
| BELLE PLAINE COMMUNITY SCHOOL FOUNDATION | ||||||||
| PO BOX 203 | BELLE PLAINE | IA | 52208 | NONE | PC | SUPPORT MUSIC BOOSTERS | $1,200 | |
| BEST BUDDIES INTERNATIONAL | ||||||||
| 7518 HICKMAN RD | WINDSOR HEIGHTS | IA | 50324 | NONE | PC | SUPPORT THE BEST BUDDIES FRIENDSHIP WALK | $2,500 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | ||||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | GENERAL OPERATING | $680 | |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $5,000 | |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $300 | |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE KEYSTONE CLUB PROGRAM | $1,000 | |
| BOYS & GIRLS CLUB OF CENTRAL IOWA | ||||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PC | SUPPORT THE POWER HOUR PROGRAM | $1,500 | |
| BREMER COUNTY FAIR ASSOCIATION | ||||||||
| 2771 150TH | SUMNER | IA | 50674 | NONE | PC | SUPPORT THE NEW BREMER COUNTY FAIRGROUNDS PROJECT | $1,000 | |
| BRISTOW BETTERMENT | ||||||||
| 29048 290TH ST | NEW HARTFORD | IA | 50660 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BUTLER COUNTY FAIR ASSOCIATION | ||||||||
| 28643 205TH ST | CLARKSVILLE | IA | 50619 | NONE | PC | GENERAL OPERATING | $2,990 | |
| BUTLER COUNTY VISIONS OF WELL-BEING | ||||||||
| PO BOX 744 | ALLISON | IA | 50602 | NONE | PC | GENERAL OPERATING | $200 | |
| CAMP HERTKO HOLLOW | ||||||||
| 501 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CATHOLIC CHARITIES | ||||||||
| 502 W MT PLEASANT ST | WEST BURLINGTON | IA | 52655 | NONE | PC | GENERAL OPERATING | $240 | |
| CEDAR BEND HUMANE SOCIETY INC | ||||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $4,860 | |
| CEDAR FALLS COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | JUMP IN! POOL FUNDRAISER | $1,850 | |
| CEDAR FALLS COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | SUPPORT THE COMMUNITY NATATORIUM - NEW POOL CAPITAL CAMPAIGN | $5,000 | |
| CEDAR VALLEY HOSPICE | ||||||||
| 2101 KIMBALL AVE STE 401 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CHILDREN'S CANCER CONNECTION | ||||||||
| 2708 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | SUPPORT THE 2021 HOLIDAY DROP OF PROGRAM | $500 | |
| CHRISTIAN COMMUNITY DEVELOPMENT DBA HOUSE OF HOPE | ||||||||
| 1744 2ND AVE SE | CEDAR RAPIDS | IA | 52403 | NONE | PC | GENERAL OPERATING | $500 | |
| CITY OF ALLISON | ||||||||
| 410 NORTH MAIN STREET | ALLISON | IA | 50602 | NONE | GOV | SUPPORT THE SWIMMING POOL FUNDRAISER | $240 | |
| CITY OF GARWIN | ||||||||
| 208 MAIN STREET | GARWIN | IA | 50632 | NONE | GOV | SUPPORT THE FIRE STATION | $5,000 | |
| CITY OF GREENE | ||||||||
| 202 W SOUTH ST | GREENE | IA | 50636 | NONE | GOV | SUPPORT THE VOLUNTEER AMBULANCE SERVICE | $100 | |
| CITY OF GREENE | ||||||||
| 202 W SOUTH ST | GREENE | IA | 50636 | NONE | GOV | SUPPORT THE GREENE AQUATIC CENTER | $2,500 | |
| COMMUNITY FOUNDATION OF GREATER DES MOINES | ||||||||
| 1915 GRAND AVE | DES MOINES | IA | 503097271 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | ANNUAL SCHOLARSHIP GIFT FOR CEDAR FALLS AWARD | $1,000 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | ANNUAL SCHOLARSHIP GIFT FOR WATERLOO SCHOOLS | $1,000 | |
| COMMUNITY HAND UP | ||||||||
| 2800 UNIVERSITY AVE STE 252 | WEST DES MOINES | IA | 50266 | NONE | PC | FINANCIAL EMPOWERMENT PROGRAM | $1,000 | |
| CULTUREALL INC | ||||||||
| PO BOX 3913 | URBANDALE | IA | 50323 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4106 PHOENIX ST | AMES | IA | 50014 | NONE | PC | GENERAL OPERATING | $480 | |
| DENVER WRESTLING CLUB INC | ||||||||
| PO BOX 50 | DENVER | IA | 506220050 | NONE | PC | GENERAL OPERATING | $1,500 | |
| DES MOINES AREA RELIGIOUS COUNCIL | ||||||||
| 1435 MULBERRY ST | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE FOOD PANTRY NETWORK | $2,000 | |
| DES MOINES WATER WORKS PARK FOUNDATION | ||||||||
| 2201 GEORGE FLAGG PKWY | DES MOINES | IA | 50321 | NONE | PC | GENERAL OPERATING | $5,000 | |
| EVERYBODY WINS IOWA | ||||||||
| 901 WALNUT ST 640 | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE POWER READ PROGRAM | $500 | |
| EXCEPTIONAL PERSONS INC | ||||||||
| PO BOX 4090 | WATERLOO | IA | 507044090 | NONE | PC | SUPPORT THE EMPLOYMENT SERVICES PROGRAM | $1,000 | |
| FRIENDS OF THE FAMILY | ||||||||
| 3835 W 9TH ST | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $250 | |
| FRIENDS OF THE IOWA VETERANS CEMETERY | ||||||||
| 34024 VETERANS MEMORIAL DR | ADEL | IA | 50003 | NONE | PC | SUPPORT THE 2021 WREATHS ACROSS AMERICA PROGRAM | $1,500 | |
| GIRL SCOUTS OF GREATER IOWA | ||||||||
| 10715 HICKMAN RD | URBANDALE | IA | 50322 | NONE | PC | GENERAL OPERATING | $75 | |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | ||||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $2,000 | |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | ||||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING | $280 | |
| GMG FOUNDATION | ||||||||
| 230 MAIN ST | GARWIN | IA | 50632 | NONE | PC | ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| G-R DAYCARE LITTLE REBELS LEARNING CTR | ||||||||
| 120 CEDAR STREET | REINBECK | IA | 506691418 | NONE | PC | SUPPORT THE SHADE PROJECT | $250 | |
| GRANDVIEW CHRISTIAN SCHOOL | ||||||||
| 2905 NE 46TH AVE | DES MOINES | IA | 50317 | NONE | GOV | GENERAL OPERATING | $3,000 | |
| GREATER POWESHIEK COMMUNITY FOUNDATION | ||||||||
| PO BOX 344 | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $500 | |
| GREENE AMERICAN LEGION | ||||||||
| 10068 SANDHILL RD | GREENE | IA | 50636 | NONE | PC | GENERAL OPERATING | $200 | |
| GREENE FIREFIGHTERS ASSN | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING | $300 | |
| GREENE VOLUNTEER AMBULANCE SERVICE | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING | $100 | |
| GRINNELL NEWBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 344 | GRINNELL | IA | 50112 | NONE | PC | DOLLARS FOR SCHOLARS - ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| GROW CEDAR VALLEY FOUNDATION | ||||||||
| 360 WESTFIELD AVE STE 200 | WATERLOO | IA | 50701 | NONE | SO I | SUPPORT THE LEADER IN ME PROGRAM | $5,000 | |
| GROW CEDAR VALLEY FOUNDATION | ||||||||
| 360 WESTFIELD AVE STE 200 | WATERLOO | IA | 50701 | NONE | SO I | GENERAL OPERATING | $865 | |
| GRUNDY CENTER HIGH SCHOOL | ||||||||
| 1301 12TH ST | GRUNDY CENTER | IA | 50638 | NONE | GOV | SUPPORT FOR THE BAND PROGRAM | $3,000 | |
| GRUNDY CO MEMORIAL HOSPITAL | ||||||||
| 201 E J AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GUIDING STAR CEDAR VALLEY | ||||||||
| 220 SOUTHBROOKE DR | WATERLOO | IA | 50702 | NONE | PC | SUPPORT THE TECHNOLOGY PROGRAM | $1,000 | |
| HARTMAN RESERVE NATURE CENTER | ||||||||
| 657 RESERVE DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $200 | |
| HOPE MINISTRIES OF DES MOINES | ||||||||
| PO BOX 862 | DES MOINES | IA | 50304 | NONE | PC | GENERAL OPERATING | $1,200 | |
| HOSPICE OF CENTRAL IOWA | ||||||||
| 3000 EASTON BLVD 3 | DES MOINES | IA | 50317 | NONE | PC | SUPPORT THE EVERYSTEP - CHARITY CARE PROGRAM | $1,000 | |
| HUDSON EDUCATION FUND | ||||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PC | ANNUAL SCHOLARSHIP | $1,000 | |
| HUDSON EDUCATION FUND | ||||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PC | GENERAL OPERATING | $100 | |
| I BELIEVE LEADERSHIP AND SPORTS ACADEMY | ||||||||
| 1910 CITY VIEW | WATERLOO | IA | 50707 | NONE | PC | SUPPORT THE EMPOWERING MEN PROJECT | $1,000 | |
| IMMIGRANT ENTREPRENEURS SUMMIT | ||||||||
| 3816 INGERSOLL AVE | DES MOINES | IA | 50312 | NONE | PC | SUPPORT THE 2021 NATIONAL SUMMIT | $2,500 | |
| IMPACT OUTDOORS INC | ||||||||
| PO BOX 252 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $200 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE 1034 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $3,500 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE 1034 | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE DEI OPPORTUNITY SCHOLARSHIP CHALLENGE | $2,500 | |
| IOWA DENTAL FOUNDATION | ||||||||
| 666 GRAND AVENUE STE 901 | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE IOWA MISSION OF MERCY FREE DENTAL CLINICS | $1,500 | |
| IOWA EUROPEAN CULTURAL CONNECTION | ||||||||
| 1 LINE DRIVE | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE CHRISTKINDLMARKET DES MOINES PROGRAM | $250 | |
| IOWA GARDENING FOR GOOD | ||||||||
| 2191 340TH ST | MADRID | IA | 50156 | NONE | PC | SUPPORT GROWING FRESH PRODUCE FOR WATERLOO AND DES MOINES FOOD PANTRIES | $2,000 | |
| IOWA HEALTHIEST STATE INITIATIVE | ||||||||
| 301 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE IOWA DOUBLE UP FOOD BUCKS PROGRAM | $1,000 | |
| IOWA HEARTLAND HABITAT FOR HUMANITY | ||||||||
| 4107 HAMMOND AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| IOWA HOMELESS YOUTH CENTERS | ||||||||
| 420 KELLOGG AVE | AMES | IA | 50010 | NONE | PC | SUPPORT THE ROOFTOP GARDENS PROJECT | $1,000 | |
| IOWA JOBS FOR AMERICA'S GRADUATES | ||||||||
| 1111 9TH STREET SUITE 268 | DES MOINES | IA | 50314 | NONE | PC | SUPPORT THE CAREER DEVELOPMENT CONFERENCE | $1,000 | |
| IOWA PUBLIC RADIO | ||||||||
| 2111 GRAND AVE STE 100 | DES MOINES | IA | 50312 | NONE | PC | GENERAL OPERATING | $440 | |
| ISLAMIC FOUNDATION OF IOWA | ||||||||
| 330 SOUTH ST | WATERLOO | IA | 50701 | NONE | PC | SUPPORT THE LITTLE STARS CHILD CARE CENTER | $1,000 | |
| JOPPA | ||||||||
| 2326 EUCLID AVENUE | DES MOINES | IA | 50310 | NONE | PC | SUPPORT THE HOMELESS SERVICES PROGRAM | $1,000 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,500 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | SUPPORT THE BUILDING FUTURES - INSPIRING DREAMS PROGRAM | $2,000 | |
| JUNIOR HAWKS | ||||||||
| PO BOX 2041 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $620 | |
| KIDQUEST DAYCARE | ||||||||
| 427 NASH ST | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $1,400 | |
| KNOX BLOCKS FOUNDATION | ||||||||
| 1002 BISHOP AVE | LA PORTE CITY | IA | 50651 | NONE | PC | GENERAL OPERATING | $1,125 | |
| LATINO RESOURCES INC | ||||||||
| 4217 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | SUPPORT THE LATINO HERITAGE FESTIVAL SCHOLARSHIP AWARDS | $2,000 | |
| LINK ASSOCIATES | ||||||||
| 1452 29TH ST | WEST DES MOINES | IA | 502661306 | NONE | PC | SUPPORT THE IMPROVING A HOME FOR PERSONS WITH PHYSICAL IMPAIRMENTS AND INTELLECT PROJECT | $1,000 | |
| LOVING TANNER | ||||||||
| 2626 QUASQUETON DIAGONAL BLVD LOT | INDEPENDENCE | IA | 50644 | NONE | PC | GENERAL OPERATING | $1,440 | 10 |
| LUTHERAN CHURCH OF HOPE | ||||||||
| 520 NW 36TH ST | ANKENY | IA | 50023 | NONE | PC | SUPPORT THE CUPBOARD PROGRAM | $480 | |
| LUTHERAN SERVICES IN IOWA INC | ||||||||
| 904 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $500 | |
| MAGICAL MIX KIDS | ||||||||
| 721 SHIRLEY STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $525 | |
| MARCHING AGAINST THE DARKNESS INC | ||||||||
| 227 MOBILE STREET | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE MARCHING AGAINST THE DARKNESS WEEKEND PROGRAM | $1,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL OPERATING | $200 | |
| MEALS FROM THE HEARTLAND | ||||||||
| 357 LINCOLN ST | WEST DES MOINES | IA | 50265 | NONE | PC | GENERAL OPERATING | $480 | |
| MERCYONE WATERLOO FOUNDATION | ||||||||
| 3421 WEST NINTH ST | WATERLOO | IA | 507025499 | NONE | PC | GENERAL OPERATING | $1,635 | |
| NASHUA COMMUNITY FOUNDATION | ||||||||
| 612 GREELEY ST | NASHUA | IA | 50658 | NONE | GOV | ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| NATIONAL WRESTLING HALL OF FAME | ||||||||
| 405 W HALL OF FAME AVE | STILLWATER | OK | 74075 | NONE | PC | GENERAL OPERATING | $200 | |
| NORTH BUTLER HIGH SCHOOL | ||||||||
| 201 NORTH 5TH STREET | GREENE | IA | 50636 | NONE | GOV | ANNUAL SCHOLARSHIP GIFT | $2,000 | |
| NORTH IOWA COMMUNITY ACTION | ||||||||
| PO BOX 1627 | MASON CITY | IA | 50402 | NONE | PC | GENERAL OPERATING | $200 | |
| NORTHEAST IOWA FOOD BANK | ||||||||
| 106 E 11TH ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $3,750 | |
| NORTHEAST IOWA FOOD BANK | ||||||||
| 106 E 11TH ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE FEEDING COMMUNITIES PROGRAM | $5,000 | |
| ONE CITY UNITED | ||||||||
| 907 INDEPENDENCE AVE | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE ONE CITY MOMENTUM PROGRAM | $2,500 | |
| OPERATING THRESHOLD | ||||||||
| 1535 LAFAYETTE STREET | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PAYNE MEMORIAL AME CHURCH | ||||||||
| 1044 MOBILE ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE BREAKING BREAD TOGETHER FELLOWSHIP PROGRAM | $1,500 | |
| PEOPLES COMMUNITY HEALTH CLINIC | ||||||||
| 905 FRANKLIN ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE MISSION CAPITAL CAMPAIGN | $5,000 | |
| PIED PIPER PRESCHOOL | ||||||||
| 1108 S MAIN STREET | TRAER | IA | 50675 | NONE | PC | GENERAL OPERATING | $480 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 108 3RD ST 350 | DES MOINES | IA | 50309 | NONE | PC | SUPPORT THE 2021 STABLE STEADY STRONG CAMPAIGN | $2,500 | |
| PREMIER PAYEE INC | ||||||||
| 100 EAST EUCLID AVE STE 163 | DES MOINES | IA | 50313 | NONE | PC | SUPPORT THE ABILITIES ABOUND PROGRAM | $2,500 | |
| REBUILDING TOGETHER GREATER DES MOINES INC | ||||||||
| 1111 NINTH ST STE 265 | DES MOINES | IA | 50314 | NONE | PC | SUPPORT REBUILDING TOGETHER DAYS | $1,000 | |
| REINBECK DAYCARE | ||||||||
| 120 CEDAR STREET | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING | $1,100 | |
| REINBECK DAYCARE | ||||||||
| 120 CEDAR STREET | REINBECK | IA | 50669 | NONE | PC | SUPPORT THE SHADE PROJECT | $3,750 | |
| RETRIEVING FREEDOM | ||||||||
| 1152 230TH ST | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING | $525 | |
| RIVER HILLS SCHOOL | ||||||||
| 2700 GRAND BLVD | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $300 | |
| ROBERT D AND BILLIE RAY CENTER | ||||||||
| 2702 FOREST AVE | DES MOINES | IA | 50311 | NONE | PC | SUPPORT THE EARLY CHILDHOOD LEADERSHIP ACADEMY | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 1441 PLEASANT ST | DES MOINES | IA | 50314 | NONE | PC | GENERAL OPERATING | $100 | |
| SALVATION ARMY - HEARTLAND DIVISION | ||||||||
| 401 NE ADAMS ST | PEORIA | IL | 61603 | NONE | PC | GENERAL OPERATING | $500 | |
| SALVATION ARMY OF WATERLOOCEDAR FALLS | ||||||||
| 218 LOGAN AVE | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE EMERGENCY SHELTERS PROGRAM | $3,000 | |
| SALVATION ARMY OF WATERLOOCEDAR FALLS | ||||||||
| 218 LOGAN AVE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,600 | |
| SINGLE PARENT PROVISION | ||||||||
| 2041 GRAND AVE D | WEST DES MOINES | IA | 50265 | NONE | PC | SUPPORT THE 2021 SINGLE MOMS CHRISTMAS DINNER | $1,500 | |
| SLEEP IN HEAVENLY PEACE INC | ||||||||
| PO BOX 116 | KIMBERLY | ID | 83341 | NONE | PC | SUPPORT THE NO KID SLEEPS ON THE FLOOR PROGRAM | $1,750 | |
| SOUTH TAMA HIGH SCHOOL | ||||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | GOV | ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| SOUTH TAMA MUSIC BOOSTERS | ||||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $240 | |
| SPREAD THE CARE | ||||||||
| PO BOX 82 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $1,312 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL OPERATING | $500 | |
| THE JOB FOUNDATION | ||||||||
| 4600 UNIVERSITY AVE SUITE 1 | CEDAR FALLS | IA | 50613 | NONE | PC | SUPPORT THE FINANCIAL STEWARDSHIP MENTORING PROGRAM | $500 | |
| THE STUDENT CONNECTION | ||||||||
| PO BOX 222 | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $1,000 | |
| TOLEDO COMMUNITY THEATRE GUILD | ||||||||
| S CHURCH ST | TOLDEDO | IA | 52342 | NONE | PC | SUPPORT THE PHASE II PROGRAM | $2,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL OPERATING | $640 | |
| UNI FOUNDATION | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | SUPPORT THE FINANCIAL LITERACY FUND | $10,000 | |
| UNI FOUNDATION | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | SUPPORT THE UNI CUE EDUCATIONAL TALENT SEARCH PROGRAM | $2,000 | |
| UNI PANTHER SCHOLARSHIP CLUB | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING | $1,800 | |
| UNITED WAY OF NORTH CENTRAL IOWA | ||||||||
| 2911 4TH STREET SE | MASON CITY | IA | 50401 | NONE | PC | GENERAL OPERATING | $480 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | SCHOLARSHIP GIFT | $1,000 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | SUPPORT THE I CLUB | $1,200 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | SUPPORT THE STEAD FAMILY CHILDREN'S HOSPITAL | $150 | |
| VOLUNTEER CENTER OF CEDAR VALLEY | ||||||||
| 2101 KIMBALL AVE STE 136 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $400 | |
| WATERLOO COMMUNITY FOUNDATION | ||||||||
| 425 CEDAR ST STE 320 | WATERLOO | IA | 50704 | NONE | PC | SUPPORT THE RACIAL EQUITY PROGRAM | $2,500 | |
| WATERLOO COMMUNITY FOUNDATION | ||||||||
| 425 CEDAR ST STE 320 | WATERLOO | IA | 50704 | NONE | PC | SUPPORT THE KOATS 4 KIDS PROGRAM | $1,000 | |
| WATERLOO LEISURE SERVICES CITY OF WATERLOO | ||||||||
| 1101 CAMPBELL AVE | WATERLOO | IA | 50701 | NONE | PC | SUPPORT THE 2021 MAYORS FUN RUN | $1,500 | |
| WATERLOO SCHOOLS FOUNDATION | ||||||||
| 201 TOWER PARK DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WATERLOO VISITING NURSES | ||||||||
| 2530 UNIVERSITY AVE | WATERLOO | FL | 50701 | NONE | PC | GENERAL OPERATING | $400 | |
| WATERLOO-CEDAR FALLS SYMPHONY | ||||||||
| GALLAGHER BLUEDORN PAC | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $200 | |
| WAUKEE SCHOOLS FOUNDATION | ||||||||
| 560 SE UNIVERSITY AVE | WAUKEE | IA | 50263 | NONE | PC | ANNUAL SCHOLARSHIP GIFT | $1,000 | |
| WILDWOOD HILLS RANCH | ||||||||
| 2552 UNION LN | ST CHARLES | IA | 50240 | NONE | PC | SUPPORT THE NEXT STEPS PROGRAM | $1,500 | |
| WINNEBAGO COUNCIL BOY SCOUTS | ||||||||
| 2929 AIRPORT BLVD | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $750 | |
| WINNEBAGO COUNCIL BOY SCOUTS | ||||||||
| 2929 AIRPORT BLVD | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE PURCHASE OF EAGLE SCOUT KITS | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL OPERATING | $1,820 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | SUPPORT THE WIZE GIRLZ PROGRAM | $1,500 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,040 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,257 | 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 | $166 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $543 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $543 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LINCOLN SAVINGS BANK | ||||||
| 1 | 508 MAIN ST | REINBECK | IA | 50669 | $219,783 | Yes (X) |
| UNI FINANCIAL LITERACY PROGRAM | ||||||
| 2 | 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,940 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,940 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DNP SELECT INCOME FUND | $579 | $618 |
| VANGUARD ST INV GRADE BOND FUND | $5,917 | $5,544 |
| ISHARES CORE HIGH DIVIDEND ETF | $1,654 | $2,285 |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | $2,214 | $4,210 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL DUES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $33 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERY | Desc |
| Amt | $2,400 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $1,285 | Amt |
| Net Investment Income | $642 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $643 | DisbursementsCharitablePrpsAmt |