STRATEGY STUDIO / PUBLIC DATA EXPLORER

IRA D KAUFFMAN CHARITABLE COMMUNITY TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
IRA D KAUFFMAN CHARITABLE COMMUNITY TR (EIN 39-1873380)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202333109349101038
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-06T13:49:01-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431305800PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS MO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 UNIVERSITY AVE SUITE 410AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391873380EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRA B KAUFFMAN CHARITABLE COMMUNITY TRUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAUFBusinessNameControlTxt
Phone6414832559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 668AddressLine1Txt
CitySTATE CENTERCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50247ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORI BEARDENPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone6414832559PhoneNum
Signature2023-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLORIPersonFirstNm
Person LastBEARDENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE WOIWOODPreparerPersonNm
PTINP01518443PTIN
Phone5152225680PhoneNum
Preparation2023-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,636,071FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$35,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,148DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,036NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$112,292GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,036CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$80,184TotalRevAndExpnssAmt
Total Net Invst Incm$80,184TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,504LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,504LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,888TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,888TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,397TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,888TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,509TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$139,083ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$139,083ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$142,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,888TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$140,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,296ExcessRevenueOverExpensesAmt
Net Investment Income$78,296NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,970CashBOYAmt
Cash EOY$45CashEOYAmt
Cash EOYFMV$45CashEOYFMVAmt
Sav And Temp Cash Invst BOY$29,198SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,426SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,426SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,575,693CorporateStockBOYAmt
Corporate Stock EOY$1,566,020CorporateStockEOYAmt
Corporate Stock EOYFMV$1,605,600CorporateStockEOYFMVAmt
Total Assets BOY$1,659,861TotalAssetsBOYAmt
Total Assets EOY$1,596,491TotalAssetsEOYAmt
Total Assets EOYFMV$1,636,071TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,074AccountsPayableBOYAmt
Total Liabilities BOY$1,074TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,005,000CapitalStockBOYAmt
Capital Stock EOY$1,005,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$653,787RetainedEarningBOYAmt
Retained Earning EOY$591,491RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,658,787TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,596,491TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,659,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,596,491TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,658,787TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,296ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,596,491SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,596,491TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
INCOME FUND OF AMERICA$17,711$15,476$2,235$2,235
NEW PERSPECTIVE FUND$17,711$6,589$11,122$11,122
BOND FUND OF AMERICA$17,711$17,751-$40-$40
AMERICAN BALANCED FUND$17,711$12,589$5,122$5,122
CAPITAL INCOME BUILDER$17,711$14,851$2,860$2,860
CAPITAL GAINS DIVIDENDS$23,737$23,737$23,737P
FieldValueIRS element (for citing)
Capital Gain Net Income$45,036CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,088InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,088SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,088TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,320TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$231OverpaymentAmt
Applied To ES Tax$231AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLORI BEARDENIndividualWithBooksNm
Phone6414832559PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 668AddressLine1Txt
CitySTATE CENTERCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50247ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12019UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CRAIG PFANTZ
PO BOX 668STATE CENTERIA50247CHAIRMAN/TRUSTEE0.00$0$0$0
BRETT NICHOLS
408 1ST AVE NSTATE CENTERIA50247TRUSTEE0.00$0$0$0
TERRY SHAFFAR
504 4TH ST SWSTATE CENTERIA50247VICE CHAIRMAN/TRUSTEE0.00$0$0$0
ROBERT GRANT
PO BOX 668STATE CENTERIA50247TRUSTEE0.00$0$0$0
HOWARD DARROW
106 4TH ST SESTATE CENTERIA50247TRUSTEE0.00$0$0$0
LORI BEARDEN
PO BOX 461STATE CENTERIA50247SECRETARY/TREASURER0.00$0$0$0
HARLAN QUICK
PO BOX 723STATE CENTERIA50247TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCDADescription1Txt
Expenses1$63,223Expenses1Amt
Description2STATE CENTER PARKS & RECDescription2Txt
Expenses2$32,892Expenses2Amt
Description3CITY OF STATE CENTER - ROSE FESTIVALDescription3Txt
Expenses3$13,000Expenses3Amt
Description4STATE CENTER YOUTH SPORTSDescription4Txt
Expenses4$10,516Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,673,606AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,684AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,735,290TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,735,290AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,029CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,709,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,463MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,463MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,088TaxBasedOnInvestmentIncomeAmt
Total Tax$1,088TotalTaxAmt
Distributable Before Adj$84,375DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,375DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,375DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,592ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$36,721SetAsideCashDistriTestAmt
Qualifying Distributions$177,313QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,375DistributableAsAdjustedAmt
Undistributed Income PY$75,332UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Total For Prior Years$15,183TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$177,313QualifyingDistributionsAmt
Applied To Year1$75,332AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,375AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,606RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$17,606TotalCorpusAmt
Prior Year Undistributed Incm$15,183PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$15,183Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,606ExcessDistriCyovToNextYrAmt
Excess From Current Year$17,606ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCITY CLERKS OFFICERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1118 EAST MAIN STREETAddressLine1Txt
CitySTATE CENTERCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50247ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6414832559RecipientPhoneNum
Form And Info And MaterialsAPPLICATION IS AVAILABLE ONLINE AT WWW.STATECENTERIOWA.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAPPLICANT MUST BE A STATE CENTER, IOWA, NONPROFIT ORGANIZATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCDA
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYMAIN STREET PROMOTIONS$3,000
STATE CENTER YOUTH BASEBALLSOFTBALL
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYBROOKSIDE GROUNDS AND EQUIPMENT IMPROVEMENTS$4,889
SCDA
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYSTATE CENTER PROPERTY IMPROVEMENT$10,000
SCPR
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYICE RINK$7,059
SCPR
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYBROOKSIDE PLAY EQUIPMENT, KAUFFMAN DISC GOLF AND BAGS GAMES, AND COMMUNITY GARDEN BEDS$25,585
RFA
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYENTERTAINMENT FOR FESTIVAL$8,000
GUTEKUNST LIBRARY
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYADVENTURE PASSES$1,525
SC BOY SCOUTS
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYEQUIPMENT TRAILER$7,700
AMERICAN LEGION POST 122
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYFLAG & FLAGPOLE REPLACEMENT$1,612
STATE CENTER YOUTH BASEBALLSOFTBALL
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYGROUNDS AND EQUIPMENT IMPROVEMENTS$5,627
SCDA
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYMAIN ST PROGRAM AWARD, HISTORICAL MUSEUM, REPAIR PROJECTS, TREE PLANTING, LANDSCAPING$40,420
SCHPC
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYMAIN STREET MAINTENANCE$7,705
SCPR
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYADVENTURE PASSES$248
RFA
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYACTIVITES FOR FESTIVAL$5,000
HILLSIDE CEMETERY
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYDERECHO TREE REPLACEMENT$910
SCDA
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYVARIOUS$9,803
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$139,083TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCHPC
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYMAIN STREET MAINTENANCE$10,000
SCHPC
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYHOME OIL/NATURAL REGISTRY OF HISTORIC PLACES$5,500
STATE CENTER YOUTH BASEBALLSOFTBALL
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYBROOKSIDE GROUNDS AND EQUIPMENT IMPROVEMENT$5,386
SCPR
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYICE RINK$1,941
SCPR
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYBROOKSIDE PLAY EQUIPMENT, KAUFFMAN DISC GOLF AND BAGS GAMES, AND COMMUNITY GARDEN BEDS$6,415
HILLSIDE CEMETERY
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYDERECHO TREE REPLACEMENT$4,090
AMERICAN LEGION POST 122
PO BOX 668STATE CENTERIA50247N/AOTHER PUBLIC CHARITYFLAG & FLAGPOLE REPLACEMENT$3,389
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$36,721TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,148ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,036ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$80,184ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,184TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE ORGANIZATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE 2014 QUALIFYING DISTRIBUTION ($78,877) WILL BE MADE FIRST OUT OF THE 2013 UNDISTRIBUTED INCOME ($55,691), AND LASTLY OUT OF THE 2014 DISTRIBUTABLE INCOME ($37,601).ElectionDesc

Cash Distribution Expln Stmt CashDistributionExplnStmt

FieldValueIRS element (for citing)
ExplanationTAXPAYER IS APPLYING THE CASH DISTRIBUTION TEST TO DETERMINE AWARD AMOUNTS SET ASIDE UNDER IRC SEC 4942(G)(2).AMOUNTS SET ASIDE FOR SPECIFIC PROJECTS IN THE CURRENT TAX YEAR WILL BE PAID WITHIN 60 MONTHS FROM THE DATE OF THE SET-ASIDE.THE CURRENT TAX YEAR IS THE INITIAL YEAR USING THE CASH DISTRIBUTION TEST TO DETERMINE SET-ASIDES. NO AMOUNTS WERE SET ASIDE IN PAST TAXABLE YEARS TO REPORT.SEE THE FOLLOWING FOR NATURE AND PURPOSE OF SPECIFIC PROJECT(S) THAT AMOUNTS HAVE BEEN SET ASIDE FOR.PROJECTS AND CORRESPONDING AMOUNTS SET ASIDE DURING CURRENT TAXABLE YEAR:- STATE CENTER PARKS AND RECREATION: $1,941 O ICE RINK- STATE CENTER PARKS AND RECREATION: $6,415 O BROOKSIDE PLAY EQUIPMENT, KAUFFMAN DISC GOLF AND BAGS GAMES, AND COMMUNITY GARDEN BEDS- HILLSIDE CEMETERY: $4,090 O DERECHO TREE REPLACEMENT- AMERICAN LEGION POST 122: $3,389 O FLAG & FLAGPOLE REPLACEMENTTOTAL AMOUNT SET ASIDE: $36,721ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NEW PERSPECTIVE FUND$250,808$262,024
INV. CO OF AMERICA - CLASS A$139,178$139,178
CAPITAL INCOME BUILDER - CLASS A$302,040$322,037
INCOME FUND - CLASS A$332,668$326,639
BALANCED FUND$247,702$302,099
BOND FUND - CLASS A$292,568$252,567
AMERICAN FUNDS MONEY MARKET FUND$1,056$1,056

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,504LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,504DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT INCOME TAXESCategoryTxt
Amt$1,888Amt
Net Investment Income$1,888NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt