WEST BANCORPORATION FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEST BANCORPORATION FOUNDATION INC (EIN 20-0523259)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349101627
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T09:16:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEST BANCORPORATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEAN SCHERR | InCareOfNm |
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 5152222300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 22ND STREET | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL HANSEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5152222305 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | HANSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RSM US LLP | PreparerPersonNm |
| PTIN | P00988584 | PTIN |
| Phone | 5155586600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,930,402 | 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 | $30,214 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $704 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $704 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,421 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $67,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,125 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $448 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $116 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $316,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$249,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,952 | CashBOYAmt |
| Cash EOY | $7,197 | CashEOYAmt |
| Cash EOYFMV | $7,197 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $399,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,054,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,155,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,876,562 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,459,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,209,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,930,402 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,459,101 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,209,115 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,459,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,459,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,209,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,459,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$249,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,209,115 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,115 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $516 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $516 | SubtotalAmt |
| Tax Based On Investment Income | $516 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $533 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN SCHERR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152225769 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 22ND STREET | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JILL T HANSEN | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | EXECUTIVE DIRECTOR | 4.0 | $0 | $0 | $0 |
| DAVID D NELSON | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| BRAD L WINTERBOTTOM | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| HARLEE N OLAFSON | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| JENNIFER WEDEMEYER | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | SECRETARY | 0.5 | $0 | $0 | $0 |
| JEAN SCHERR | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR AND TREASURER | 0.5 | $0 | $0 | $0 |
| MELISSA GILLESPIE | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| LUKE MOLENHOFF | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| JIM CONARD | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| GABE OLSON | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| KEVIN SMITH | ||||||||
| 1601 22ND STREET | WEST DES MOINES | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| BRAD PETERS | ||||||||
| 1601 22nd Street | West Des Moines | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| JANE FUNK | ||||||||
| 1601 22nd Street | West Des Moines | IA | 50266 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SELECTION OF RECIPIENTS OF CHARITABLE GRANTS | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,921,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,147,446 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,147,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,115,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $516 | TotalTaxAmt |
| Distributable Before Adj | $105,246 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,246 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $316,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $316,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $202,829 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $220,275 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $237,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $187,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,017,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $316,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $105,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $211,515 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,228,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $202,829 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,026,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $220,275 | ExcessFromYear4Amt |
| Excess From Year3 | $237,544 | ExcessFromYear3Amt |
| Excess From Year2 | $187,426 | ExcessFromYear2Amt |
| Excess From Year1 | $169,312 | ExcessFromYear1Amt |
| Excess From Current Year | $211,515 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JILL HANSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 22ND STREET | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152222300 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING REASON FOR THE REQUEST AND TYPE OF ORGANIZATION SUBMITTING REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 1, APRIL 1, JULY 1, AND OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOCUS ON HUMAN SERVICES, EDUCATION, AND ARTS & CULTURE IN THE DES MOINES AND IOWA CITY, IA AND ROCHESTER, MANKATO, OWATONNA, AND ST. CLOUND, MN AREAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 6TH AVENUE CORRIDOR URBAN NEIGHBORHOOD MAIN STREET | ||||||
| 1717 6TH AVENUE | DES MOINES | IA | 50314 | PC | FUNDING FOR HISTORIC CARRIAGE HOUSE OFFICE REHABILITATION | $5,000 |
| 8TH & COLLEGE CONNECTIONS | ||||||
| PO BOX 41534 | DES MOINES | IA | 50311 | PC | FUNDING FOR ENGLISH LANGUAGE LEARNERS PROGRAM | $1,000 |
| ABRAHAM LINCOLN HIGH SCHOOL ALUMNI FOUNDATION | ||||||
| 2600 SW 9TH STREET | DES MOINES | IA | 50315 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 750 HAWKINS DRIVE | IOWA CITY | IA | 52246 | PC | FUNDING FOR HOPE LODGE HEROES CAMPAIGN | $2,000 |
| AMERICAN PARKINSON DISEASE ASSOCIATION IA CHAPTER | ||||||
| 2951 86TH STREET | URBANDALE | IA | 50322 | PC | FUNDING FOR PATIENT AID PROGRAM | $5,000 |
| AMERICAN RED CROSS CENTRAL IOWA CHAPTER | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL FUNDING - MEMORIAL | $1,500 |
| ANIMAL RESCUE LEAGUE OF IOWA | ||||||
| 5452 NE 22ND STREET | DES MOINES | IA | 50313 | PC | FUNDING FOR PET PANTRY PROGRAM | $1,000 |
| ANKENY DOLLARS FOR SCHOLARS | ||||||
| 3006 NE BRIARWOOD DRIVE | ANKENY | IA | 50021 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $1,000 |
| BEST BUDDIES IOWA | ||||||
| 7518 HICKMAN ROAD | DES MOINES | IA | 50324 | PC | FUNDING FOR SCHOOL FRIENDSHIP PROGRAM | $3,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL IA INC | ||||||
| 9051 SWANSON BOULEVARD | CLIVE | IA | 50325 | PC | FUNDING FOR MENTORING PROGRAMS | $2,500 |
| BLANK CHILDREN'S HOSPITAL | ||||||
| 1415 WOODLAND AVENUE E-200 | DES MOINES | IA | 50309 | PC | FESTIVAL OF TREES SPONSOR | $2,500 |
| BOYS & GIRLS CLUB OF CENTRAL IOWA | ||||||
| 1421 WALKER STREET | DES MOINES | IA | 50316 | PC | FUNDING FOR SUMMER BRAIN GAIN PROGRAM | $2,500 |
| BOYS & GIRLS CLUB OF CENTRAL MINNESOTA | ||||||
| 345 30TH AVE N | ST CLOUD | MN | 56303 | PC | FUNDING FOR PARTNERS FOR THE FUTURE PROGRAM | $5,000 |
| CAMP FIRE HEART OF IOWA | ||||||
| 5615 HICKMAN ROAD | DES MOINES | IA | 50310 | PC | SUPPORT FOR SUMMER PROGRAMS | $2,000 |
| CENTRAL IOWA SHELTER AND SERVICES | ||||||
| 1420 MULBERRY STREET | DES MOINES | IA | 50309 | PC | FUNDING FOR COMMUNITY KITCHEN AND EMERGENCY SHELTER | $2,000 |
| CHILDREN & FAMILIES OF IOWA | ||||||
| 1111 UNIVERSITY AVENUE | DES MOINES | IA | 50314 | PC | FUNDING FOR RESTORING HOPE TO VULNERABLE IOWANS PROJECT | $5,500 |
| CHILDREN'S CANCER CONNECTION | ||||||
| 5701 GREENDALE ROAD | JOHNSTON | IA | 50131 | PC | FUNDING FOR CAMP HEART CONNECTION SUMMER CAMPERSHIPS | $3,000 |
| CITY VOICES | ||||||
| 924 45TH STREET | DES MOINES | IA | 50312 | PC | FUNDING FOR SONGWRITING WORKSHOP | $500 |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | ||||||
| 501 12TH AVENUE SUITE 102 | CORALVILLE | IA | 52241 | FUNDING FOR SCHOLARSHIP PROGRAM | $1,500 | |
| COMMUNITY PATHWAYS OF STEELE COUNTY | ||||||
| 155 OAKDALE STREET | OWATONNA | MN | 55060 | PC | FUNDING FOR NEW BUILDING | $2,500 |
| CORALVILLE COMMUNITY FUND | ||||||
| 501 12TH AVENUE SUITE 102 | CORALVILLE | IA | 52241 | PC | FUNDING FOR A BIKE TRAIL | $10,000 |
| CSA (COMMUNITY SUPPORT ADVOCATES) | ||||||
| 6000 AURORA AVENUE SUITE B | DES MOINES | IA | 50322 | PC | FUNDING FOR MOMENTUM ART STUDIO | $4,000 |
| DALLAS CENTER GRIMES EDUCATION FOUNDATION | ||||||
| PO BOX 945 | GRIMES | IA | 50111 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| DENTAL CONNECTIONS INC | ||||||
| 1111 9TH STREET SUITE 190 | DES MOINES | IA | 50314 | PC | FUNDING FOR MONITORS AND WALL MOUNTS | $1,500 |
| DES MOINES AREA RELIGIOUS COUNCIL | ||||||
| 100 ARMY POST ROAD | DES MOINES | IA | 50315 | PC | NEW SITE LOCATION CAPITAL CAMPAIGN | $20,000 |
| DES MOINES PASTORAL COUNSELING CENTER | ||||||
| 8553 URBANDALE AVENUE | URBANDALE | IA | 50322 | PC | FUNDING TO SUPPORT AN INTERNSHIP PROGRAM | $7,500 |
| DES MOINES PERFORMING ARTS | ||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | PC | FUNDING FOR APPLAUSE EDUCATION SERIES | $5,000 |
| DES MOINES SYMPHONY ASSOCIATION | ||||||
| 1011 LOCUST STREET SUITE 200 | DES MOINES | IA | 50309 | PC | SPONSORSHIP OF A SYMPHONY PRODUCTION | $10,000 |
| DOWLING CATHOLIC HIGH SCHOOL | ||||||
| 1400 BUFFALO ROAD | WEST DES MOINES | IA | 50265 | PC | ANNUAL APPEAL | $8,000 |
| DRAGON SCHOLARSHIP FUND | ||||||
| PO BOX 108 | JOHNSTON | IA | 50131 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| EAST HIGH ALUMNI FOUNDATION | ||||||
| PO BOX 3070 | DES MOINES | IA | 50316 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| EASTER SEAL SOCIETY OF IOWA INC | ||||||
| 401 NE 66TH AVENUE | DES MOINES | IA | 50313 | PC | FUNDING FOR SUPPORTED COMMUNITY LIVING PROGRAM | $2,500 |
| EVERYBODY WINS-IOWA INC | ||||||
| PO BOX 691 | DES MOINES | IA | 50303 | PC | FUNDING FOR POWER READ PROGRAM | $5,000 |
| FAMILY CANCER NETWORK INC | ||||||
| 3512 INGERSOLL AVENUE | DES MOINES | IA | 50312 | PC | FUNDING FOR FAMILY CANCER NETWORK PATIENT GRANT PROGRAM | $2,500 |
| FEEDING OUR COMMUNITIES PARTNERS | ||||||
| 2120 HOWARD DRIVE WEST SUITE F | MANKATO | MN | 56003 | PC | FUNDING FOR THE BACKPACK FOOD PROGRAM, POWER PACK PROGRAM, AND HIGH SCHOOL FOOD PANTRY | $5,000 |
| FOOD BANK OF IOWA | ||||||
| PO BOX 1517 | DES MOINES | IA | 50305 | PC | FUNDING FOR CHILDHOOD HUNGER PROGRAMS | $2,500 |
| FUTURE NET INC (EYES OPEN IOWA) | ||||||
| 4000 WESTOWN PARKWAY SUITE 204 | WEST DES MOINES | IA | 50266 | PC | FUNDING FOR PROGRAM TO HELP YOUNG PEOPLE ACCESS ONLINE SERVICES THAT HELP THEM MAKE EDUCATED DECISIONS ABOUT THEIR HEALTH, STAY IN SCHOOL AND GRADUATE | $2,500 |
| GIRL SCOUTS OF GREATER IOWA | ||||||
| 10715 HICKMAN ROAD | URBANDALE | IA | 50322 | PC | FUNDING FOR CPR/FIRST-AID PROGRAM | $1,000 |
| GREATER DES MOINES BOTANICAL GARDEN | ||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50309 | PC | FUNDING FOR GENERAL OPERATING SUPPORT | $2,500 |
| GREATER DES MOINES HABITAT FOR HUMANITY | ||||||
| 2200 E EUCLID AVENUE | DES MOINES | IA | 50317 | PC | FUNDING FOR AFFORDABLE HOME OWNERSHIP PROGRAM | $10,000 |
| GREATER MANKATO AREA UNITED WAY | ||||||
| 127 S 2ND STREET SUITE 190 | MANKATO | MN | 56001 | PC | ANNUAL FUNDRAISING | $3,860 |
| HAWTHORN HILL | ||||||
| 3001 GRAND AVENUE | DES MOINES | IA | 50312 | PC | FUNDING FOR NEW DIRECTIONS SHELTER PROGRAM | $5,000 |
| HOOVER MEREDITH LEARNING COMMUNITY FOUNDATION | ||||||
| 4800 AURORA AVENUE | DES MOINES | IA | 50310 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| HOPE MINISTRIES | ||||||
| PO BOX 862 | DES MOINES | IA | 50304 | PC | FUNDING FOR MEALS FOR HOPE PROGRAM | $5,000 |
| HOSPICE OF CENTRAL IOWA FOUNDATION | ||||||
| 3000 EASTON BOULEVARD | DES MOINES | IA | 50317 | PC | FUNDING FOR AMANDA THE PANDA SCHOOL-BASED SUPPORT GROUPS | $5,000 |
| IOWA COUNCIL FOR INTERNATIONAL UNDERSTANDING | ||||||
| 3839 MERLE HAY ROAD SUITE 259 | DES MOINES | IA | 50310 | PC | FUNDING FOR MULTILINGUAL RESOURCES & EDUCATION PROGRAMS FOR IMMIGRANTS & REFUGEES | $2,500 |
| IOWA GOLF ASSOCIATION FOUNDATION | ||||||
| 1605 NORTH ANKENY BOULEVARD SUITE | ANKENY | IA | 50023 | PC | FUNDING FOR CONSTRUCTION OF GOLF HOUSE IOWA MULTI-PURPOSE FACILITY | $10,000 |
| IOWA HOMELESS YOUTH CENTERS | ||||||
| 612 LOCUST STREET | DES MOINES | IA | 50309 | PC | FUNDING FOR OPERATING SUPPORT OF YOUTH OPPORTUNITY CENTER | $2,500 |
| IOWA LEGAL AID FOUNDATION | ||||||
| 1111 9TH STREET SUITE 230 | DES MOINES | IA | 50314 | NC | FUNDING FOR GENERAL OPERATING SUPPORT | $1,000 |
| IOWA VALLEY HABITAT FOR HUMANITY | ||||||
| 2401 SCOTT BOULEVARD | IOWA CITY | IA | 52240 | PC | FUNDING FOR EMERGENCY REPAIRS AND MAJOR APPLIANCE REPLACEMENT PROGRAM | $5,000 |
| JOB RIDES INC | ||||||
| 3504 129TH STREET | URBANDALE | IA | 50323 | PC | FUNDING FOR A RIDE-TO-WORK PROGRAM THAT PROVIDES VAN SERVICE FOR AT-RISK INDIVIDUALS | $5,000 |
| JUNIOR ACHIEVEMENT | ||||||
| PO BOX 844 | OWATONNA | MN | 55060 | PC | FUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING, AND SAVING MONEY | $1,500 |
| KIRKWOOD COMMUNITY COLLEGE | ||||||
| 6301 KIRKWOOD BOULEVARD SW | CEDAR RAPIDS | IA | 52404 | PC | FUNDING FOR A SCHOLARSHIP PROGRAM | $1,000 |
| LATINO FILM FESTIVAL (IA LATINO COMMUNITY CENTER) | ||||||
| 2811 EAST 14TH STREET | DES MOINES | IA | 50316 | PC | FUNDING FOR A LATINO FILM FESTIVAL | $1,500 |
| LEUKEMIA & LYMPHOMA SOCIETY IOWA CHAPTER | ||||||
| 2700 WESTOWN PARKWAY SUITE 260 | WEST DES MOINES | IA | 50266 | PC | FUNDING FOR LIGHT THE NIGHT WALK | $5,000 |
| LINK ASSOCIATES | ||||||
| 1452 9TH STREET | WEST DES MOINES | IA | 50266 | PC | FUNDING FOR NEW CHAIRS FOR DAY HABILITATION SERVICES | $2,823 |
| MANKATO AREA FOUNDATION | ||||||
| 212 E WALNUT STREET SUITE 1 | MANKATO | MN | 56001 | PC | FUNDING FOR GENERAL OPERATING SUPPORT | $1,000 |
| MENTOR IOWA | ||||||
| 3900 INGERSOLL AVENUE SUITE 102 | DES MOINES | IA | 50312 | PC | ASSIST WITH PURCHASE OF HOLIDAY GIFT CARDS FOR CHILDREN UNDER JURISDICTION OF THE JUVENILE COURT AND JEANS FOR TEENS / CLOTHES FOR KIDS PROGRAM | $1,000 |
| MID-IOWA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 6123 SCOUT TRAIL | DES MOINES | IA | 50321 | PC | GOVERNOR'S LUNCHEON DONATION | $1,000 |
| MIRACLE LEAGUE OF DES MOINES KIWANIS | ||||||
| 505 5TH AVENUE SUITE 200 | DES MOINES | IA | 50309 | PC | FUNDING TO UPGRAD DIGITAL SCOREBOARD TO A VIDEO BOARD | $5,000 |
| MULTICULTURAL EDUCATIONAL EXHIBITS & PROGRAMS | ||||||
| 100 E EUCLID AVENUE SUITE 113 | DES MOINES | IA | 50316 | PC | FUNDING FOR LOCAL SUMMER CAMPS | $1,500 |
| NEURO HOSPITALITY HOUSE | ||||||
| 310 S BROADWAY SUITE 300 | ROCHESTER | MN | 55904 | PC | FUNDING FOR LODGING OF MAYO CLINIC NEUROLOGY PATIENTS | $1,000 |
| NORWALK STUDENT EDUCATION FOUNDATION | ||||||
| PO BOX 310 | NORWALK | IA | 50211 | POF | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| POLAR BEAR SCHOLARSHIP FUND | ||||||
| 501 HOLCOMB AVENUE | DES MOINES | IA | 50313 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| POLK COUNTY HOUSING TRUST FUND | ||||||
| 505 5TH AVENUE SUITE 1000 | DES MOINES | IA | 50309 | PC | FUNDING FOR HOUSING CAMPAIGN | $10,000 |
| PREVENT BLINDNESS IOWA | ||||||
| 1111 9TH STREET SUITE 250 | DES MOINES | IA | 50314 | PF | FUNDING FOR LIGHT THE NIGHT FOR SIGHT WALK | $2,500 |
| PROJECT IOWA | ||||||
| 1420 MULBERRY STREET | DES MOINES | IA | 50309 | PC | FUNDING FOR CULTIVATING CAREERS PROGRAM | $2,500 |
| REBUILDING TOGETHER GREATER DES MOINES | ||||||
| 1111 9TH STREET SUITE 265 | DES MOINES | IA | 50314 | PC | FUNDING FOR REBUILDING TOGETHER PROJECT | $7,500 |
| REGINA FOUNDATION | ||||||
| 2140 ROCHESTER AVENUE | IOWA CITY | IA | 52245 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| RONALD MCDONALD HOUSE OF ROCHESTER | ||||||
| 850 SECOND STREET SW | ROCHESTER | MN | 55902 | PC | FUNDING OF GENERAL OPERATING SUPPORT | $2,000 |
| ROOSELVELT HIGH SCHOOL FOUNDATION | ||||||
| PO BOX 12087 | DES MOINES | IA | 50312 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| SACRED HEART SCHOOL | ||||||
| 1601 GRAND AVENUE | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR INITIATIVE TO SUPPORT CLASSROOM NEEDS | $3,000 |
| SCIENCE CENTER OF IOWA | ||||||
| 401 WEST MARTIN LUTHER KING JR PARK | DES MOINES | IA | 50309 | PC | FUNDING FOR STEM PROGRAM | $2,500 |
| SINGLE PARENT PROVISION | ||||||
| 2041 GRAND AVENUE SUITE D | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR SINGLE MOMS CHRISTMAS DINNER | $2,000 |
| SOUTHEAST POLK DOLLARS FOR SCHOLARS | ||||||
| PO BOX 203 | ALTOONA | IA | 50009 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| ST TIMOTHY'S EPISCOPAL CHURCH | ||||||
| 1020 24TH STREET | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR FAITH & GRACE GARDEN PROJECT | $500 |
| TALLGRASS THEATRE COMPANY | ||||||
| PO BOX 65932 | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR SUMMER THEATRE CAMPS | $2,000 |
| THE BRIDGE-A VISION FOR A SHARED DOWNTOWN MINISTRY | ||||||
| 2911 SW 18TH STREET | DES MOINES | IA | 50315 | PC | MEAL PROGRAM FOR THE HOMELESS & LOW-INCOME | $2,500 |
| UNITED WAY OF JOHNSON & WASHINGTION COUNTIES | ||||||
| 1150 5TH STREET SUITE 290 | CORALVILLE | IA | 52253 | PC | ANNUAL FUNDRAISING | $5,000 |
| UNITED WAY OF OLMSTED COUNTY | ||||||
| 903 W CENTER STREET SUITE 100 | ROCHESTER | MN | 55902 | PC | ANNUAL FUNDRAISING | $3,558 |
| UNITED WAY OF STEELE COUNTY | ||||||
| 1850 AUSTIN ROAD SUITE 103 | OWATONNA | MN | 55060 | PC | ANNUAL FUNDRAISING | $2,020 |
| UNITYPOINT HEALTH JOHN STODDARD CANCER CENTER | ||||||
| 1221 PLEASANT STREET | DES MOINES | IA | 50309 | PC | FUNDING FOR FACILITY EXPANSION | $10,000 |
| URBANDALE EDUCATION FOUNDATION | ||||||
| 11152 AURORA AVENUE | URBANDALE | IA | 50322 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| VARIETY THE CHILDREN'S CHARITY OF IOWA | ||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | PC | FUNDING FOR GENERAL OPERATING SUPPORT | $10,000 |
| WAUKEE COMMUNITY SCHOOLS FOUNDATION | ||||||
| 560 SE UNIVERSITY AVENUE | WAUKEE | IA | 50263 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $1,000 |
| WESLEY COMMUNITY SERVICES INC | ||||||
| 5508 NW 88TH STREET | JOHNSTON | IA | 50131 | PC | MEALS ON WHEELS CAPITAL CAMPAIGN | $15,000 |
| WEST DES MOINES FIREFIGHTERS ASSOCIATION | ||||||
| PO BOX 65221 | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR IOWA FIREFIGHTERS MEMORIAL | $2,500 |
| WEST DES MOINES HISTORICAL SOCIETY | ||||||
| 2001 FULLER ROAD | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR JAMES JORDAN SCHOLARS | $4,000 |
| WEST DES MOINES SCHOOLS STUDENT SCHOLARSHIP FUND | ||||||
| 3775 EP TRUE PARKWAY SUITE 155 | WEST DES MOINES | IA | 50265 | PC | FUNDING FOR SCHOLARSHIP PROGRAM | $500 |
| YOUNG WOMEN'S RESOURCE CENTER | ||||||
| 818 5TH AVENUE | DES MOINES | IA | 50309 | PC | FUNDING FOR EMPOWERMENT AFTER SCHOOL PROGRAM | $2,500 |
| MERRYMAKERS ASSOCIATION | ||||||
| 710 63RD STREET | DES MOINES | IA | 50312 | PC | FUNDING FOR MUSICAL ENTERTAINMENT AT SENIOR CARE FACILITIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,761 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $704 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,125 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB US MC MID-CAP | $114,966 | $182,068 |
| PROSHARES RUSSELL 2000 | $124,996 | $128,877 |
| PROSHARES S&P 500 ARISTOCRATS | $119,452 | $204,277 |
| SCHWAB US DIVIDEND EQUITY | $118,901 | $222,843 |
| SCHWAB US SMALL CAP | $104,786 | $160,015 |
| VANGUARD S&P 500 | $572,174 | $978,482 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $116 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $448 | Amt |