STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOHN J AND JUDY A ARLEDGE CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOHN J AND JUDY A ARLEDGE CHARITABLE FOUNDATION (EIN 30-0348285)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202131349349103103
Schema version
2020v4.0
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)
Return2021-05-14T17:45:15-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421363298PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MENKE & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 N 3RD ST STE 300AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP526015313ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300348285EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN J & JUDY A ARLEDGE CHARITABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone3197539130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 NORTH MAIN STREETAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTWO RIVERS BANK TRUSTPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Phone3197539136PhoneNum
Signature2021-05-06SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLORIPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY W HENRICHPreparerPersonNm
PTINP01257221PTIN
Phone3197532000PhoneNum
Preparation2021-05-06PreparationDt
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$116,578FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,376ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$744InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$744InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$744InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$94DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94DividendsNetInvstIncmAmt
Dividends Adj Net Incm$94DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$119,857NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$144,233GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$119,857CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$27,414NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$145,071TotalRevAndExpnssAmt
Total Net Invst Incm$120,695TotalNetInvstIncmAmt
Total Adj Net Incm$28,252TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$216CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$216CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$525AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$820TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,561TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$741TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$78,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$78,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,061TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$741TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$78,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$65,010ExcessRevenueOverExpensesAmt
Net Investment Income$119,954NetInvestmentIncomeAmt
Adjusted Net Income$28,252AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$51,568SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$116,578SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$116,578SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$51,568TotalAssetsBOYAmt
Total Assets EOY$116,578TotalAssetsEOYAmt
Total Assets EOYFMV$116,578TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$51,568CapitalStockBOYAmt
Capital Stock EOY$116,578CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$51,568TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$116,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,568TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$116,578TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,568TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$65,010ExcessRevenueOverExpensesAmt
Subtotal$116,578SubtotalAmt
Tot Net Ast Or Fund Balances EOY$116,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
TWO RIVERS BANKD2020-08-182020-08-27$27,414$27,414$27,414
TWO RIVERS BANKD2013-01-312020-02-20$116,819$92,443$92,443$24,376
FieldValueIRS element (for citing)
Capital Gain Net Income$119,857CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$27,414NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,667InvestmentIncomeExciseTaxAmt
Subtotal$1,667SubtotalAmt
Tax Based On Investment Income$1,667TaxBasedOnInvestmentIncomeAmt
Tax Due$1,667TaxDueAmt

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
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 Line1TWO RIVERS BANK & TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3197539130PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 NORTH MAIN STREETAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TWO RIVERS BANK & TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 NORTH MAIN STREETAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd
FieldValueIRS element (for citing)
TitleTRUST OFFICETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$216CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,073AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$84,073TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$84,073AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,261CashDeemedCharitableAmt
Net Vl Noncharitable Assets$82,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,141MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,141MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,667TaxBasedOnInvestmentIncomeAmt
Total Tax$1,667TotalTaxAmt
Distributable Before Adj$2,474DistributableBeforeAdjAmt
Distributable Before Ded$2,474DistributableBeforeDedAmt
Distributable As Adjusted$2,474DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$78,500ExpensesAndContributionsAmt
Qualifying Distributions$78,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$78,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,474DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$48,656ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,414ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,807ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$110,300ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$71,489ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$331,666TotalExcessDistributionCyovAmt
Qualifying Distributions$78,500QualifyingDistributionsAmt
Applied To Current Year$2,474AppliedToCurrentYearAmt
Remaining Distri From Corpus$76,026RemainingDistriFromCorpusAmt
Total Corpus$407,692TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$48,656ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$359,036ExcessDistriCyovToNextYrAmt
Excess From Year4$47,414ExcessFromYear4Amt
Excess From Year3$53,807ExcessFromYear3Amt
Excess From Year2$110,300ExcessFromYear2Amt
Excess From Year1$71,489ExcessFromYear1Amt
Excess From Current Year$76,026ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
YMCA BURLINGTON
2410 MT PLEASANT STBURLINGTONIA52601N/APCGRANT$30,000
BURLINGTON TENNIS ASSOCIATION
600 PARKWAY DRBURLINGTONIA52601N/APCGRANT$37,500
BURLINGTONWEST BURLINGTON AREA
610 NORTH 4TH STREETBURLINGTONIA52601N/APCGRANT$10,000DEVELOPMENT FOUNDATION
GIRL SCOUTS OF EASTERN IOWA & WESTE
1308 BROADWAY STWEST BURLINGTONIA52601N/APCGRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$78,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$744ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$119,857ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$120,695ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,695TotalIncomeProducingActyAmt

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 PersonJOHN J JUDY A ARLEDGEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16124 NIKONHA PLACEAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52601ZIPCd
FieldValueIRS element (for citing)
Total Contributions$24,376TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$525Amt
Net Investment Income$525NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX 990 PFCategoryTxt
Amt$820Amt