STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WEST BANCORPORATION FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WEST BANCORPORATION FOUNDATION INC (EIN 20-0523259)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-05
IRS object ID
202211259349101776
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-05T16:41:47-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200523259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WEST BANCORPORATION FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JEAN SCHERRInCareOfNm
Business Name ControlWESTBusinessNameControlTxt
Phone5152222300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 22ND STREETAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL HANSENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5152222305PhoneNum
Signature2022-05-05SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJILLPersonFirstNm
Person LastHANSENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,527,226FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$566,925ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$25InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,182DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,182DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$0GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$29OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$29OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$599,161TotalRevAndExpnssAmt
Total Net Invst Incm$32,236TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$682TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$115OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$797TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$270,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$270,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,107TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$270,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$328,054ExcessRevenueOverExpensesAmt
Net Investment Income$32,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,339CashBOYAmt
Cash EOY$4,952CashEOYAmt
Cash EOYFMV$4,952CashEOYFMVAmt
Sav And Temp Cash Invst BOY$71,844SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$399,285SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$399,285SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,054,864CorporateStockBOYAmt
Corporate Stock EOY$1,054,864CorporateStockEOYAmt
Corporate Stock EOYFMV$2,122,989CorporateStockEOYFMVAmt
Total Assets BOY$1,131,047TotalAssetsBOYAmt
Total Assets EOY$1,459,101TotalAssetsEOYAmt
Total Assets EOYFMV$2,527,226TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,131,047NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,459,101NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,131,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,459,101TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,131,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,459,101TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,131,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$328,054ExcessRevenueOverExpensesAmt
Subtotal$1,459,101SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,459,101TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$448InvestmentIncomeExciseTaxAmt
Subtotal$448SubtotalAmt
Tax Based On Investment Income$448TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$448TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEAN SCHERRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152225769PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11601 22ND STREETAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JILL T HANSEN
1601 22ND STREETWEST DES MOINESIA50266EXECUTIVE DIRECTOR4.0$0$0$0
DAVID D NELSON
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
DOUGLAS R GULLING
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
BRAD L WINTERBOTTOM
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
HARLEE N OLAFSON
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
ALICE A JENSEN
1601 22ND STREETWEST DES MOINESIA50266SECRETARY0.5$0$0$0
JEAN SCHERR
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR AND TREASURER0.5$0$0$0
MELISSA GILLESPIE
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
LUKE MOLENHOFF
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
JIM CONARD
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
GABE OLSON
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
KEVIN SMITH
1601 22ND STREETWEST DES MOINESIA50266DIRECTOR0.5$0$0$0
BRAD PETERS
1601 22nd StreetWest Des MoinesIA50266DIRECTOR0.5$0$0$0
JANE FUNK
1601 22nd StreetWest Des MoinesIA50266DIRECTOR0.5$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SELECTION OF RECIPIENTS OF CHARITABLE GRANTSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,955,096AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$104,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,059,813TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,059,813AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,897CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,028,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,446MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,446MinimumInvestmentReturnAmt
Tax Based On Investment Income$448TaxBasedOnInvestmentIncomeAmt
Total Tax$448TotalTaxAmt
Distributable Before Adj$100,998DistributableBeforeAdjAmt
Distributable Before Ded$100,998DistributableBeforeDedAmt
Distributable As Adjusted$100,998DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$270,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$270,310QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,998DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$201,588ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$202,829ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$220,275ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$237,544ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$187,426ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,049,662TotalExcessDistributionCyovAmt
Qualifying Distributions$270,310QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$100,998AppliedToCurrentYearAmt
Remaining Distri From Corpus$169,312RemainingDistriFromCorpusAmt
Total Corpus$1,218,974TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$201,588ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,017,386ExcessDistriCyovToNextYrAmt
Excess From Year4$202,829ExcessFromYear4Amt
Excess From Year3$220,275ExcessFromYear3Amt
Excess From Year2$237,544ExcessFromYear2Amt
Excess From Year1$187,426ExcessFromYear1Amt
Excess From Current Year$169,312ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJILL HANSENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11601 22ND STREETAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5152222300RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST INCLUDING REASON FOR THE REQUEST AND TYPE OF ORGANIZATION SUBMITTING REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY 1, APRIL 1, JULY 1 AND OCTOBER 1SubmissionDeadlinesTxt
Restrictions On AwardsFOCUS ON HUMAN SERVICES, EDUCATION, AND ARTS & CULTURE IN THE DES MOINES AND IOWA CITY, IA AND ROCHESTER, MANKATO, OWATONNA, AND ST. CLOUD, MN AREAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
8TH & COLLEGE CONNECTIONS
PO BOX 41534DES MOINESIA50311PCFUNDING FOR ENGLISH LANGUAGE LEARNERS PROGRAM$1,000
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI FOUNDATION
2600 SW 9TH STREETDES MOINESIA50315PCFUNDING FOR SCHOLARSHIP PROGRAM$500
AMERICAN HEART ASSOCIATION
1035 N CENTER POINT ROAD SUITE BHIAWATHAIA52233PCFUNDING FOR CPR PROGRAM$2,500
BALLET THEATRE OF DES MOINES
121 S 11TH STREET SUITE 100WEST DES MOINESIA50265PCFUNDING FOR SCHOOL SHOWS AND OUTREACH BALLET EVENTS$2,000
BEST BUDDIES IOWA
7518 HICKMAN ROADDES MOINESIA50324PCFUNDING FOR SCHOOL FRIENDSHIP PROGRAM$2,500
BETHANY CHRISTIAN SERVICES
316 E 6TH STREETDES MOINESIA50309PCFUNDING FOR START SMALL PROJECT$2,500
BIG BROTHER BIG SISTERS OF CENTRAL IOWA INC
9051 SWANSON BLVDCLIVEIA50325PCFUNDING FOR MENTORING PROGRAMS$2,500
BLANK CHILDREN'S HOSPITAL
1415 WOODLAND AVENUE E-200DES MOINESIA50309PCFESTIVAL OF TREES SPONSOR$2,500
BOY SCOUTS TROOP 43
9505 CARMEL CIRCLEJOHNSTONIA50131PCFUNDING FOR REPAIRS ON TRAILER USED FOR FUNDRAISING$1,000
BOYS & GIRLS CLUB OF CENTRAL IOWA
1421 WALKER STREETDES MOINESIA50316PCFUNDING FOR SUMMER BRAIN GAIN PROGRAM$2,500
BOYS & GIRLS CLUB OF CENTRAL MINNESOTA
345 30TH AVE NST CLOUDMN56303PCFUNDING FOR PARTNERS FOR THE FUTURE PROGRAM$5,000
BY DEGREES FOUNDATION
2507 UNIVERSITY AVENUEDES MOINESIA50311PCFUNDING FOR K-12 BY DEGREES PROGRAM$5,000
CAMP HERTKO HOLLOW INC
4200 UNIVERSITY AVENUE SUITE 320WEST DES MOINESIA50266PCSCHOLARSHIP FUNDS FOR SUMMER CAMP FOR LOW-INCOME KIDS WITH DIABETES$3,000
CATHOLIC CHARITIES FOOD SHELF
157 ROOSEVELT ROAD SUITE 100ST CLOUDMN56301PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
CATHOLIC COUNCIL FOR SOCIAL CONCERN INC
601 GRAND AVENUEDES MOINESIA50309PCFUNDS FOR CATHOLIC CHARITIES EMERGENCY FAMILY SHELTER$4,000
CHANNEL ONE INC
131 35TH STREET SEROCHESTERMN55904PCFUNDS FOR GENERAL OPERATING SUPPORT$2,000
CHILDREN & FAMILIES OF IOWA
1111 UNIVERSITY AVENUEDES MOINESIA50314PCFUNDING FOR GENERAL OPERATING SUPPORT$5,500
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241PCFUNDING FOR VETERAN'S MEMORIAL$2,500
COMMUNITY PATHWAYS OF STEELE COUNTY
155 OAKDALE STREETOWATONNAMN55060PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
CORALVILLE COMMUNITY FOOD PANTRY
1002 5TH STREET PO BOX 5523CORALVILLEIA52241PCFUNDING FOR BUILDING CAMPAIGN$25,000
CORALVILLE COMMUNITY FOOD PANTRY
1002 5TH STREET PO BOX 5523CORALVILLEIA52241PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
DES MOINES AREA RELIGIOUS COUNCIL
1435 MULBERRY STREETDES MOINESIA50309PCFUNDING FOR THE DMARC FOOD PANTRY NETWORK$9,000
DES MOINES AREA RELIGIOUS COUNCIL
1435 MULBERRY STREETDES MOINESIA50309PCFUNDING FOR THE DMARC FOOD PANTRY NETWORK$5,000
DES MOINES PASTORAL COUNSELING CENTER
8553 URBANDALE AVENUEURBANDALEIA50322PCFUNDING TO IMPLEMENT A MENTAL HEALTH CLINICAL RESIDENCY PROGRAM$6,000
DES MOINES PERFORMING ARTS
221 WALNUT STREETDES MOINESIA50309PCFUNDING FOR APPLAUSE EDUCATION SERIES$1,000
DES MOINES SYMPHONY ASSOCIATION
1011 LOCUST STREET SUITE 200DES MOINESIA50309PCSPONSORSHIP OF SYMPHONY PRODUCTION$5,000
DOWLING CATHOLIC HIGH SCHOOL
1400 BUFFALO ROADWEST DES MOINESIA50265PCANNUAL APPEAL$8,000
DOWLING CATHOLIC HIGH SCHOOL
1400 BUFFALO ROADWEST DES MOINESIA50265PCFUNDS FOR DAVID MILLER ENDOWMENT FUND$5,000
DRAGON SCHOLARSHIP FUND
PO BOX 108JOHNSTONIA50131PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EAST HIGH ALUMNI FOUNDATION
PO BOX 3070DES MOINESIA50316PCFUNDING FOR SCHOLARSHIP PROGRAM$500
EMERGENCY COMMUNITY HELP ORGANIZATION (ECHO)
1014 S FRONT STREETMANKATOMN56001PCFUNDING FOR GENERAL OPERATING SUPPORT$2,000
EVERYBODY WINS-IOWA INC
PO BOX 691DES MOINESIA50303PCFUNDING FOR POWER READ PROGRAM$6,000
FAMILY CANCER NETWORK INC
3512 INGERSOLL AVENUEDES MOINESIA50312PCFUNDING FOR FAMILY CANCER NETWORK PATIENT GRANT PROGRAM$2,500
FOOD BANK OF IOWA
PO BOX 1517DES MOINESIA50305PCFUNDING FOR CHILDHOOD HUNGER PROGRAMS$2,500
FUTURE NET INC (EYES OPEN IOWA)
4000 WESTOWN PARKWAY SUITE 204WEST DES MOINESIA50266PCFUNDING FOR PROGRAM TO LINK PREGNANT AND PARENTING TEENS TO SERVICES THAT HELP THEM HAVE HEALTHY PREGNANCIES, STAY IN SCHOOL, GRADUATE AND OBTAIN EMPLOYMENT$2,500
GREAT OUTDOORS FOUNDATION
501 SW 7TH STREET SUITE GDES MOINESIA50309PCFUNDING FOR RACCOON RIVER PEDESTRIAN BRIDGE$25,000
GREATER DES MOINES BOTANICAL GARDEN
909 ROBERT D RAY DRIVEDES MOINESIA50309PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
GREATER DES MOINES HABITAT FOR HUMANITY
2200 E EUCLID AVENUEDES MOINESIA50317PCFUNDING FOR AFFORDABLE HOMEOWNERSHIP PROGRAM$2,500
GREATER IOWA CITY AREA STUDENT SCHOLARSHIPS
325 E WASHINGTON STREETIOWA CITYIA52240PCFUNDING FOR SCHOLARSHIP PROGRAM$1,500
GREATER MANKATO AREA UNITED WAY
127 S 2ND STREET SUITE 190MANKATOMN56001PCANNUAL FUNDRAISING$3,782
HAWTHORN HILL
3001 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR NEW DIRECTIONS SHELTER PROGRAM$5,000
HOOVER MEREDITH LEARNING COMMUNITY FOUNDATION
PO BOX 31215DES MOINESIA50310PCFUNDING FOR SCHOLARSHIP PROGRAM$500
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR CAPITAL CAMPAIGN$10,000
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR MEALS FOR HOPE PROGRAM$5,000
IOWA ABLE FOUNDATION
130 S SHELDON AVENUE SUITE 201AMESIA50014PCFUNDING FOR CARE PACKAGE PROJECT$1,000
IOWA COUNCIL FOR INTERNATIONAL UNDERSTANDING
3839 MERLE HAY ROAD SUITE 259DES MOINESIA50310PCFUNDING FOR MULTILINGUAL RESOURCES & EDUCATION PROGRAMS FOR IMMIGRANTS & REFUGEES$5,000
IOWA HOMELESS YOUTH CENTERS
612 LOCUST STREETDES MOINESIA50309PCFUNDING FOR ROOFTOP GARDENS PROJECT$1,000
IOWA VALLEY HABITAT FOR HUMANITY INC
2401 SCOTT BLVDIOWA CITYIA52240PCFUNDING FOR EMERGENCY REPAIRS AND MAJOR APPLIANCE REPLACEMENT PROGRAM$3,000
IOWA WOMEN'S FOUNDATION
2201 E GRANTVIEW DRIVE SUITE 200CORALVILLEIA52241PCFUNDING FOR GENERAL OPERATING EXPENSES$2,500
JOPPA
2326 EUCLID AVENUEDES MOINESIA50310PCFUNDING FOR FACILITY EXPANSION PROJECT$2,500
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
LINK ASSOCIATES
1452 29TH STREETWEST DES MOINESIA50266PCFUNDING FOR A THERAPEUTIC SENSORY ROOM BENEFITING PERSONS WHO HAVE INTELLECTUAL AND PHYSICAL DISABILITIES$2,750
MAKE A WISH FOUNDATION IOWA
3009 100TH STREETURBANDALEIA50322PCFUNDING FOR GENERAL OPERATING EXPENSES$3,000
MENTOR IOWA
3900 INGERSOLL AVENUE SUITE 102DES MOINESIA50312PCASSIST WITH PURCHASE OF HOLIDAY GIFT CARDS FOR CHILDREN UNDER JURISDICTION OF THE JUVENILE COURT AND JEANS FOR TEENS / CLOTHES FOR KIDS PROGRAM$1,000
NORWALK STUDENT EDUCATION FOUNDATION
PO BOX 310NORWALKIA50211PCFUNDING FOR SCHOLARSHIP PROGRAM$500
POLAR BEAR SCHOLARSHIP FUND
501 HOLCOMB AVENUEDES MOINESIA50313PCFUNDING FOR SCHOLARSHIP PROGRAM$500
POLK COUNTY HOUSING TRUST FUND
505 5TH AVENUE SUITE 1000DES MOINESIA50309PCFUNDING FOR HOUSING CAMPAIGN$10,000
POSITIVE OUTREACH PROGRAM
PO BOX 65305WEST DES MOINESIA50265PCFUNDING FOR ANTI-DRUG AND ANTI-GANG PROGRAMMING IN AREA SCHOOLS$1,000
PREVENT BLINDNESS IOWA
1111 9TH STREET SUITE 250DES MOINESIA50314PCLIGHT THE NIGHT FOR SIGHT WALK$2,500
REBUILDING TOGETHER GREATER DES MOINES
1111 9TH STREET SUITE 265DES MOINESIA50314PCFUNDING FOR REBUILDING TOGETHER PROJECT$5,000
REGINA FOUNDATION
2140 ROCHESTER AVENUEIOWA CITYIA52245PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ROOSEVELT HIGH SCHOOL FOUNDATION
PO BOX 12087DES MOINESIA50312PCFUNDING FOR SCHOLARSHIP PROGRAM$500
SINGLE PARENT PROVISION
2041 GRAND AVENUE SUITE DWEST DES MOINESIA50265PCFUNDING FOR SINGLE MOMS CHRISTMAS DINNER$2,000
SOUTHEAST POLK DOLLARS FOR SCHOLARS
PO BOX 203ALTOONAIA50009PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ST TIMOTHY'S EPISCOPAL CHURCH
1020 24TH STREETDES MOINESIA50265PCFUNDING FOR FAITH & GRACE GARDEN PROJECT$1,000
TALLGRASS THEATRE COMPANY
PO BOX 65932WEST DES MOINESIA50265PCFUNDING FOR SHARED ARTS VENUE$5,000
THE DOMESTIC VIOLENCE INTERVENTION PROGRAM
1105 S GILBERT COURT SUITE 300IOWA CITYIA52240PCFUNDING FOR CAPITAL CAMPAIGN FOR A NEW SHELTER$5,000
THE EDDIE DAVIS COMMUNITY CENTER INC
1312 MAPLE STREETWEST DES MOINESIA50265PCFUNDING FOR COMMUNITY OUTREACH PROGRAMS$7,500
THE SALVATION ARMY OF DES MOINES
PO BOX 933DES MOINESIA50304PCFUNDING FOR SOCIAL SERVICES AND PATHWAY OF HOPE PROGRAM$1,000
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES
1150 5TH STREET SUITE 290CORALVILLEIA52253PCANNUAL FUNDRAISING$5,000
UNITED WAY OF OLMSTED COUNTY
903 W CENTER STREET SUITE 100ROCHESTERMN55902PCANNUAL FUNDRAISING$3,458
UNITED WAY OF STEELE COUNTY
1850 AUSTIN ROAD SUITE 103OWATONNAMN55060PCANNUAL FUNDRAISING$1,820
URBANDALE EDUCATION FOUNDATION SCHOLARSHIP PROGRAM
11152 AURORA AVENUEURBANDALEIA50322PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WAUKEE FOUNDATION SCHOLARSHIPS
560 SE UNIVERSITY AVENUEWAUKEEIA50263PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WDM COMMUNITY SCHOOLS STUDENT SCHOLARSHIP FD
3775 EP TRUE PARKWAY SUITE 155WEST DES MOINESIA50265PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WEST DES MOINES HISTORICAL SOCIETY
2001 FULLER ROADWEST DES MOINESIA50265PCFUNDING FOR JAMES JORDAN SCHOLARS PROGRAM$2,000
YOUNG WOMEN'S RESOURCE CENTER
818 5TH AVENUEDES MOINESIA50309PCFUNDING FOR EMPOWERMENT AFTER SCHOOL PROGRAM$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$270,310TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,182ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSECURITIES LITIGATION PROCEEDSDesc
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$32,236ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,236TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWEST BANKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11601 22ND STREETAddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Total Contributions$540,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB US MC MID-CAP$114,966$223,193
PROSHARES RUSSELL 2000$124,996$140,448
PROSHARES S&P 500 ARISTOCRATS$119,452$222,869
SCHWAB US DIVIDEND EQUITY$118,901$238,448
SCHWAB US SMALL CAP$104,786$202,240
VANGUARD S&P 500$471,763$1,095,791

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$682Amt