DAVE & KRISTI JAARSMA BALK FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVE & KRISTI JAARSMA BALK FAMILY FOUNDATION (EIN 81-5351908)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-29
- IRS object ID
- 202502109349100600
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-29T08:56:39-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882802798 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORGE FINANCIAL & MANAGEMENT CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 JORDAN CREEK PKWY STE 100 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502662343 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815351908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVE & KRISTI JAARSMA BALK FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVE | BusinessNameControlTxt |
| Phone | 6416283370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1223 SHADOW LN | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN BALK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6416283370 | PhoneNum |
| Signature | 2025-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN A PLATE CPA | PreparerPersonNm |
| PTIN | P00538697 | PTIN |
| Phone | 5156203050 | PhoneNum |
| Preparation | 2025-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $325,960 | 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 | $140,188 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,817 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,817 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,311 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $367 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $214,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,128 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,184 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,856 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $928 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $928 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,591 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,184 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,684 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $175,643 | CorporateStockBOYAmt |
| Corporate Stock EOY | $237,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $323,276 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $234,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $325,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $234,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $239,725 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,762 | ExcessRevenueOverExpensesAmt |
| Subtotal | $341,735 | SubtotalAmt |
| Other Decreases | $102,010 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $239,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISH MSCHI EAFE | P | 2023-11-30 | 2024-08-07 | $5,066 | $4,776 | $290 | $290 |
| MFS INTL DIVERSIFCATION R6 | P | 2023-11-30 | 2024-06-24 | $1,378 | $1,301 | $77 | $77 |
| ISH S&P 100 | P | 2021-12-30 | 2024-08-07 | $14,717 | $6,393 | $8,324 | $8,324 |
| MFS INTL DIVERIFICATION R6 | P | 2021-12-30 | 2024-06-24 | $32,485 | $28,866 | $3,619 | $3,619 |
| TRP BLUE CHIP GROWTH | P | 2022-05-11 | 2024-10-30 | $104,837 | $63,736 | $41,101 | $41,101 |
| VNG GROWTH INDEX | P | 2019-01-04 | 2024-08-07 | $16,110 | $6,138 | $9,972 | $9,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,311 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $367 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $980 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $980 | SubtotalAmt |
| Tax Based On Investment Income | $980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,260 | TotalPaymentsAndCreditsAmt |
| Overpayment | $280 | OverpaymentAmt |
| Applied To ES Tax | $280 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | KRISTIN BALK | IndividualWithBooksNm |
| Phone | 6416283370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1223 SHADOW LN | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502197662 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BALK | ||||||||
| 1223 SHADOW LN | PELLA | IA | 502197662 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| KRISTIN BALK | ||||||||
| 1223 SHADOW LN | PELLA | IA | 502197662 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $232,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $245,969 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $245,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $242,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $980 | TotalTaxAmt |
| Distributable Before Adj | $11,134 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,134 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,928 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,134 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $75,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,708 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $223,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,928 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,794 | RemainingDistriFromCorpusAmt |
| Total Corpus | $316,308 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $316,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,210 | ExcessFromYear4Amt |
| Excess From Year3 | $34,312 | ExcessFromYear3Amt |
| Excess From Year2 | $57,708 | ExcessFromYear2Amt |
| Excess From Year1 | $56,284 | ExcessFromYear1Amt |
| Excess From Current Year | $92,794 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL COLLEGE | ||||||
| 812 UNIVERSITY ST | PELLA | IA | 50219 | NONE | CHARITY | $65,000 |
| PELLA COMMUNITY FOOD SHELF | ||||||
| 419 E OSKALOOSA STREET | PELLA | IA | 50219 | NONE | CHARITY | $5,000 |
| SECOND REFORMED CHURCH | ||||||
| 612 BROADWAY | PELLA | IA | 50219 | NONE | CHARITY | $15,000 |
| BLANK CHILDREN'S HOSPITAL | ||||||
| 1200 PLEASANT ST | DES MOINES | IA | 50309 | NONE | CHARITY | $3,500 |
| HOSPICE OF PELLA | ||||||
| 505 UNION ST | PELLA | IA | 50219 | NONE | CHARITY | $500 |
| PELLA HISTROICAL SOCIETY | ||||||
| 507 FRANKLIN ST | PELLA | IA | 50219 | NONE | CHARITY | $1,500 |
| PELLA REC FUNDRAISING CAMPAIGN | ||||||
| 825 BROADWAY | PELLA | IA | 50219 | NONE | CHARITY | $5,000 |
| FRIENDS OF BIG ROCK PARK | ||||||
| 1227 SHADOW LANE | PELLA | IA | 50219 | NONE | CHARITY | $500 |
| CROSSROADS | ||||||
| 712 UNION ST | PELLA | IA | 50219 | NONE | CHARITY | $2,000 |
| FRIENDS OF THE PELLA COMMUNITY CENT | ||||||
| PO BOX 524 | PELLA | IA | 50219 | NONE | CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,311 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,311 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,128 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID KRISTIN BALK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1223 SHADOW LANE | AddressLine1Txt |
| City | PELLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,188 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 711 SHARES T ROWE PRICE BLUE CHI | NoncashPropertyDesc |
| Fair Market Value | $140,188 | FairMarketValueAmt |
| Received | 2024-10-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,856 | Amt |
| Net Investment Income | $928 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $928 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD MID CAP ETF | $13,356 | $17,433 |
| VANGUARD SMALL CAP GROWTH ETF | $14,545 | $18,809 |
| VANGUARD INDEX TR VANGUARD VALUE ETF | $8,322 | $12,849 |
| VANGUARD GROWTH ETF | $6,066 | $18,880 |
| JOHN HANCOCK BOND CI R6 | $59,295 | $54,310 |
| JPMORGAN LARGE CAP GROWTH CI | ||
| MFS INTERNATIONAL | ||
| PGIM SHORT TERM CORPORATE BOND | ||
| ISHARES S&P 100 | $13,577 | |
| JP MORGAN INCOME CI R6 | $41,730 | $55,067 |
| ISHARES MSCI EAFE ETF | $35,392 | $34,424 |
| INVESCO EXCHANGE - TRADED FD TR S&P | $29,444 | $28,662 |
| JP MORGAN EXCHNAGE - TRADED FD TR | $23,680 | $32,304 |
| T ROWE PRICE BLUE CHIP GROWTH CAP | $5,211 | $36,961 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $102,010 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $2,591 | $2,591 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $107 | Amt |
| Net Investment Income | $107 | NetInvestmentIncomeAmt |