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WEST BANCORPORATION FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WEST BANCORPORATION FOUNDATION INC (EIN 20-0523259)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202131339349102713
Schema version
2020v4.1
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)
Return2021-05-13T15:53:13-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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% DOUGLAS GULLINGInCareOfNm
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
Signature2021-05-13SignatureDt

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 Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,794,942FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$212,422ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$130InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,751DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,751DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,561NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,874GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,561CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$260,864TotalRevAndExpnssAmt
Total Net Invst Incm$48,442TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$529TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$112OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$641TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$261,344ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$261,344ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$261,985TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$261,344TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,121ExcessRevenueOverExpensesAmt
Net Investment Income$48,442NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,151CashBOYAmt
Cash EOY$4,339CashEOYAmt
Cash EOYFMV$4,339CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,839SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,844SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$71,844SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,081,178CorporateStockBOYAmt
Corporate Stock EOY$1,054,864CorporateStockEOYAmt
Corporate Stock EOYFMV$1,718,759CorporateStockEOYFMVAmt
Total Assets BOY$1,132,168TotalAssetsBOYAmt
Total Assets EOY$1,131,047TotalAssetsEOYAmt
Total Assets EOYFMV$1,794,942TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,132,168NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,131,047NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,132,168TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,131,047TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,132,168TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,131,047TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,132,168TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,121ExcessRevenueOverExpensesAmt
Subtotal$1,131,047SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,131,047TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property140 SHS VANGAURD S&P 500PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-05-17AcquiredDt
Sold2020-02-21SoldDt
Gross Sales Price$42,874GrossSalesPriceAmt
Cost Or Other Basis$26,313CostOrOtherBasisAmt
Gain Or Loss$16,561GainOrLossAmt
Gains Minus Excess Or Losses$16,561GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16,561CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$673InvestmentIncomeExciseTaxAmt
Subtotal$673SubtotalAmt
Tax Based On Investment Income$673TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Tax Due$682TaxDueAmt

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 Line1DOUGLAS GULLINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5152222309PhoneNum

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 (12 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
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$1,462,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,853AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,514,530TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,514,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,718CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,491,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,591MinimumInvestmentReturnAmt
Tax Based On Investment Income$673TaxBasedOnInvestmentIncomeAmt
Total Tax$673TotalTaxAmt
Distributable Before Adj$73,918DistributableBeforeAdjAmt
Distributable Before Ded$73,918DistributableBeforeDedAmt
Distributable As Adjusted$73,918DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,344ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$261,344QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$261,344AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,918DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$197,463ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$201,588ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$202,829ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$220,275ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$237,544ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,059,699TotalExcessDistributionCyovAmt
Qualifying Distributions$261,344QualifyingDistributionsAmt
Applied To Current Year$73,918AppliedToCurrentYearAmt
Remaining Distri From Corpus$187,426RemainingDistriFromCorpusAmt
Total Corpus$1,247,125TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$197,463ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,049,662ExcessDistriCyovToNextYrAmt
Excess From Year4$201,588ExcessFromYear4Amt
Excess From Year3$202,829ExcessFromYear3Amt
Excess From Year2$220,275ExcessFromYear2Amt
Excess From Year1$237,544ExcessFromYear1Amt
Excess From Current Year$187,426ExcessFromCurrentYearAmt
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 (85 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI FOUNDATION
2600 SW 9TH STREETDES MOINESIA50315PCFUNDING FOR SCHOLARSHIP PROGRAM$500
AMERICAN PARKINSON'S DISEASE ASSOCIATION
PO BOX 643ANKENYIA50021PCFUNDING FOR PATIENT AID PROGRAM$5,000
BEST BUDDIES IOWA
7518 HICKMAN ROADDES MOINESIA50324PCFUNDING FOR SCHOOL FRIENDSHIP PROGRAM$2,500
BIG BROTHERS 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
BOOSTER PAK
PO BOX 71221CLIVEIA50325PCFUNDING TO PROVIDE WEEKEND FOOD PACKS TO LOW-INCOME CHILDREN IN THE WEST DES MOINES COMMUNITY SCHOOLS$7,500
BOYS & GIRLS CLUB OF CENTRAL IOWA
1421 WALKER STREETDES MOINESIA50316PCFUNDING FOR POWER HOUR PROGRAM$2,500
BOYS & GIRLS CLUB OF ROCHESTER
1026 E CENTER STREETROCHESTERMN55904PCFUNDING FOR STUDENT SUPPORT FOR DISTANCE LEARNING$5,000
BRAVO GREATER DES MOINES INC
801 GRAND AVENUE SUITE 250DES MOINESIA50309PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
BY DEGREES FOUNDATION
2507 UNIVERSITY AVENUEDES MOINESIA50311PCFUNDING FOR K-12 BY DEGREES PROGRAM$1,000
CAMP HERTKO HOLLOW INC
4200 UNIVERSITY AVENUE SUITE 320WEST DES MOINESIA50266PCSCHOLARSHIP FUNDS FOR SUMMER CAMP FOR LOW-INCOME KIDS WITH DIABETES$2,000
CATHOLIC COUNCIL FOR SOCIAL CONCERN INC
601 GRAND AVENUEDES MOINESIA50309PCFUNDS FOR CATHOLIC CHARITIES EMERGENCY FAMILY SHELTER$3,500
CIVIC MUSIC ASSOCIATION OF DES MOINES
900 KEOSAUQUA WAY SUITE 113DES MOINESIA50309PCFUNDING FOR CMA STUDIO MUSIC EDUCATION PROGRAM$1,500
CSA (COMMUNITY SUPPORT ADVOCATES)
6000 AURORA AVENUE SUITE BDES MOINESIA50265PCFUNDING FOR MOMENTUM ART STUDIO$3,000
DENTAL CONNECTIONS INC
1111 9TH STREET SUITE 190DES MOINESIA50314PCFUNDING FOR SMILE SQUAD AND MOBILE DENTAL CLINIC$2,500
DES MOINES AREA RELIGIOUS COUNCIL
1435 MULBERRY STREETDES MOINESIA50309PCFUNDING FOR THE DMARC FOOD PANTRY NETWORK$9,000
DES MOINES PASTORAL COUNSELING CENTER
8553 URBANDALE AVENUEURBANDALEIA50322PCFUNDING TO IMPLEMENT TELEHEALTH MENTAL HEALTH SERVICES$6,000
DES MOINES PERFORMING ARTS
221 WALNUT STREETDES MOINESIA50309PCFUNDING FOR 2020-21 REOPENING SEASON$2,500
DES MOINES SYMPHONY ASSOCIATION
1011 LOCUST STREET SUITE 200DES MOINESIA50309PCFUNDING FOR GENERAL OPERATING EXPENSES$2,500
DOWLING CATHOLIC HIGH SCHOOL
1400 BUFFALO ROADWEST DES MOINESIA50265PCANNUAL APPEAL$7,000
DRAGON SCHOLARSHIP FUND
PO BOX 108JOHNSTONIA50131PCFUNDING FOR SCHOLARSHIP PROGRAM$500
DRAKE UNIVERSITY
2507 UNIVERSITY AVENUEDES MOINESIA50311PCFUNDING FOR HARKIN INSTITUTE CAPITAL CAMPAIGN$10,000
EAST HIGH ALUMNI FOUNDATION
PO BOX 3070DES MOINESIA50316PCFUNDING FOR SCHOLARSHIP PROGRAM$500
ENDOW URBANDALE EMERGENCY RELIEF FUND
PO BOX 42201URBANDALEIA50322PCFUNDING FOR COVID-19 RELIEF FOR URBANDALE RESIDENTS$2,000
EVERYBODY WINS-IOWA INC
PO BOX 691DES MOINESIA50303PCFUNDING FOR POWER READ PROGRAM$5,000
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 TO PROVIDE WEEKEND FOOD SACKS TO POLK COUNTY STUDENTS$1,000
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
GREATER MANKATO AREA UNITED WAY
127 S 2ND STREET SUITE 190MANKATOMN56001PCANNUAL FUNDRAISING$3,730
GREAT OUTDOORS FOUNDATION
501 SW 7TH STREET SUITE GDES MOINESIA50309PCFUNDING FOR JESTER PARK NATURE CENTER$10,000
GREATER DES MOINES BOTANICAL GARDEN
909 ROBERTS D RAY DRIVEDES MOINESIA50309PCFUNDING FOR GENERAL OPERATING SUPPORT$2,500
GUARDIAN SCHOLARS FOUNDATION
3775 EP TRUE PARKWAY SUITE 254WEST DES MOINESIA50265PFFUNDING FOR GENERAL OPERATING EXPENSES$5,000
HARBOR OF HOPE
3650 COTTAGE GROVE AVENUEDES MOINESIA50311PFFUNDING FOR YOUNG FATHERS INITIATIVE PROGRAM$2,500
HAWTHORN HILL
3001 GRAND AVENUEDES MOINESIA50312PCFUNDING FOR NEW DIRECTIONS SHELTER PROGRAM$4,000
HOOVER MEREDITH LEARNING COMMUNITY FOUNDATION
PO BOX 31215DES MOINESIA50310PCFUNDING FOR SCHOLARSHIP PROGRAM$500
HOPE MINISTRIES
PO BOX 862DES MOINESIA50304PCFUNDING FOR MEALS FOR HOPE PROGRAM$5,000
IOWA COLLEGE FOUNDATION
505 5TH AVENUE SUITE 1034DES MOINESIA50309PCFUNDING FOR ANNUAL UNRESTRICTED FUNDING GRANT$3,500
IOWA HIGH O'BRIAN YOUTH LEADERSHIP
9212 WINDSOR DRIVEJOHNSTONIA50131PCFUNDING FOR ANNUAL SEMINAR$1,000
IOWA VALLEY HABITAT FOR HUMANITY INC
2401 SCOTT BLVDIOWA CITYIA52240PCFUNDING FOR EMERGENCY REPAIRS AND MAJOR APPLIANCE REPLACEMENT PROGRAM$2,500
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD STREET SE SUITE 200CEDAR RAPIDSIA52401PCFUNDING FOR PROGRAMS TO TEACH DISADVANTAGED YOUTH ABOUT EARNING, SPENDING AND SAVING MONEY$500
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404PCFUNDING FOR SCHOLARSHIP PROGRAM$1,000
KIWANIS CLUB OF DES MOINES FOUNDATION
505 5TH AVENUE SUITE 200DES MOINESIA50309PCFUNDING FOR DMARC FOOD PANTRY$2,500
LEUKEMIA & LYMPHOMA SOCIETY IOWA CHAPTER
2700 WESTOWN PARKWAY SUITE 260WEST DES MOINESIA50266PCFUNDING FOR LIGHT THE NIGHT WALK$2,000
LINK ASSOCIATES
1452 29TH STREETWEST DES MOINESIA50266PCFUNDING FOR DAY HABILITATION EQUIPMENT BENEFITING PERSONS WHO HAVE INTELLECTUAL AND PHYSICAL DISABILITIES$2,500
MANKATO AREA FOUNDATION
212 E WALNUT STREET SUITE 1MANKATOMN56001PCFUNDING FOR GRANTS TO NONPROFITS THAT BENEFIT THE COMMUNITY$1,000
MEALS FROM THE HEARTLAND
357 LINCOLN STREETWEST DES MOINESIA50265PCFUNDING FOR ANNUAL HUNGER FIGHT$2,500
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
MERRYMAKERS ASSOCIATION
710 63RD STREETDES MOINESIA50312PCFUNDING FOR MUSICAL ENTERTAINMENT AT SENIOR CARE FACILITIES$2,500
MID-IOWA COUNCIL BOY SCOUTS OF AMERICA
6123 SCOUT TRAILDES MOINESIA50321PCSPONSOR FOR GOVERNOR'S LUNCHEON$500
MID-IOWA COUNCIL BOY SCOUTS OF AMERICA
6123 SCOUT TRAILDES MOINESIA50321PCFUNDING FOR CAMP MITIGWA CAMPAIGN$5,000
MULTICULTURAL EDUCATIONAL EXHIBITS & PROGRAMS
100 E EUCLID AVENUE SUITE 113DES MOINESIA50316PCFUNDING FOR VIRTUAL SUMMER BUSINESS CAMP$1,500
MUSIC UNDER THE STARS INC
5817 WALNUT HILL AVENUEDES MOINESIA50312PCFUNDING FOR MUSIC UNDER THE STARS 2020 SEASON$1,000
NORWALK STUDENT EDUCATION FOUNDATION
PO BOX 310NORWALKIA50211PCFUNDING FOR SCHOLARSHIP PROGRAM$500
OWATONNA CHAMBER FOUNDATION
540 WEST HILLS CIRCLEOWATONNAMN55060PCFUNDING TO BUILD AN ALL-INCLUSIVE PLAYGROUND AND MIRACLE FIELD$2,500
OWATONNA COMMUNITY FOUNDATION
108 WEST PARK SQUAREOWATONNAMN55060PCFUNDING FOR GRANTS TO NONPROFITS THAT BENEFIT THE COMMUNITY$1,000PO BOX 642
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$2,000
PREVENT BLINDNESS IOWA
1110 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 CITYIA52245PCCAPITAL CAMPAIGN & ANNUAL APPEAL$1,000
REGINA FOUNDATION
2140 ROCHESTER AVENUEIOWA CITYIA52244PCFUNDING 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$1,000
SOUTHEAST POLK DOLLARS FOR SCHOLARS
PO BOX 203ALTOONAIA50009PCFUNDING FOR SCHOLARSHIP PROGRAM$500
STARTS RIGHT HERE
3825 1ST STREETDES MOINESIA50313PCFUNDING FOR AFTER SCHOOL AND SECOND CHANCE PROGRAM$2,500
STRANDS OF STRENGTH INC
1310 TULIP TREE LANEWEST DES MOINESIA50266PCFUNDING FOR WIGS FOR WOMEN IN NEED WHO LOSE THEIR HAIR DUE TO CANCER TREATMENT$12,500
STRENGHTHEN GROW EVOLVE
221 E WASHINGTON STREETIOWA CITYIA52240PCFUNDING FOR BUILDING THE GREATEST SMALL CITY FOR THE ARTS PROGRAM$2,500
SUMMER OF THE ARTS INC
319 E 1ST STREETIOWA CITY IAIA52240PCFUNDING FOR THE NONPROFIT ARTS PAVILION AT THE IOWA ARTS FESTIVAL$1,000
THE BRIDGE - A VISION FOR SHARED DOWNTOWN MINISTRY
2911 SW 18TH STREETDES MOINESIA50315PCMEAL PROGRAM FOR THE HOMELESS & LOW-INCOME$4,000
THE EDDIE DAVIS COMMUNITY CENTER INC
1312 MAPLE STREETWEST DES MOINESIA50265PCFUNDING FOR COMMUNITY OUTREACH PROGRAM$7,500
THE WALLACE CENTERS OF IOWA
756 16TH STREETDES MOINESIA50314PCFUNDING FOR THE GARDEN FOR GOOD PROGRAM$1,000
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES
1150 5TH STREET SUITE 290CORALVILLEIA52253PCANNUAL FUNDRAISING$5,500
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES
1150 5TH STREET SUITE 290CORALVILLEIA52241PCFUNDING FOR A COMMUNITY DISASTER RELIEF FUND TO THOSE IN NEED RESULTING FROM COVID-19$5,000
UNITED WAY OF OLMSTED COUNTY
903 W CENTER STREET SUITE 100ROCHESTERMN55902PCANNUAL FUNDRAISING$3,302
UNITED WAY OF STEELE COUNTY
1850 AUSTIN ROAD SUITE 103OWATONNAMN55060PCANNUAL FUNDRAISING$1,770
URBANDALE EDUCATION FOUNDATION SCHOLARSHIP PROGRAM
11152 AURORA AVENUEURBANDALEIA50322PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WAUKEE BETTERMENT FOUNDATION
505 MARKET STREET SUITE 300WEST DES MOINESIA50266PCCAPITAL CAMPAIGN TO BUILD A MIRACLE LEAGUE FIELD & OTHER ADA COMPLIANT RECREATIONAL FACILITIES$5,000
WAUKEE FOUNDATION SCHOLARSHIPS
560 SE UNIVERSITY AVENUEWAUKEEIA50263PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WESLEY COMMUNITY SERVICES INC
5508 NW 88TH STREETJOHNSTONIA50131NCFUNDING FOR MEALS ON WHEELS PROGRAM$4,542
WDM COMMUNITY SCHOOLS STUDENT SCHOLARSHIP FD
3775 EP TRUE PARKWAY SUITE 155WEST DES MOINESIA50265PCFUNDING FOR SCHOLARSHIP PROGRAM$500
WILDWOOD HILLS INC
2552 UNION LANEST CHARLESIA50240PCFUNDING FOR NEXT STEPS PROGRAM$2,500
YOUNG WOMEN'S RESOURCE CENTER
818 5TH AVENUEDES MOINESIA50309PCFUNDING FOR EMPOWERMENT AFTER SCHOOL PROGRAM$2,500
YOUTH EMERGENCY SERVICES & SHELTER OF IOWA
918 SE 11TH STREETDES MOINESIA50309PCFUNDING FOR CREATIVE EXPRESSION PROGRAM FOR SHELTER YOUTH$7,500
YOUTH HOMES OF MID-AMERICA
PO BOX 39JOHNSTONIA50131PCFUNDING TO ASSIST IN PROVIDING PROGRAMS TO AT-RISK YOUTH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$261,344TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DES MOINES AREA RELIGIOUS COUNCIL
1435 MULBERRY STREETDES MOINESIA50309PCFUNDING FOR THE DMARC FOOD PANTRY NETWORK$5,000
UNITED WAY OF JOHNSON & WASHINGTON COUNTIES
1150 5TH STREET SUITE 290CORALVILLEIA52241PCANNUAL FUNDRAISING$5,000
UNITED WAY OF OLMSTED COUNTY
903 W CENTER STREET SUITE 100ROCHESTERMN55902PCANNUAL FUNDRAISING$3,458
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$13,458TotalGrantOrContriApprvFutAmt

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$130ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,751ExclusionAmt
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 Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,561ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$48,442ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,442TotalIncomeProducingActyAmt

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$180,000TotalContributionsAmt
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$189,199
PROSHARES RUSSELL 2000$124,996$120,582
PROSHARES S&P 500 ARISTOCRATS$119,452$181,328
SCHWAB US DIVIDEND EQUITY$118,901$189,213
SCHWAB US SMALL CAP$104,786$175,775
VANGUARD S&P 500$471,763$862,662

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$529Amt