SEIDLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SEIDLER FOUNDATION (EIN 42-1209825)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349103028
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T13:48:59-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 LOCUST STREET SUITE 640 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503092354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421209825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIDLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MR HARVEY KADLEC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEID | BusinessNameControlTxt |
| Phone | 5154804850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1297 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503051297 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY KADLEC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5154804850 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY FAIRCHILD | PreparerPersonNm |
| PTIN | P00222608 | PTIN |
| Phone | 5155586600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 08:54:44 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 75A92F990A9C2CAFB4B3EDEE14B3E18A62434CFC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A9DDADD049304401995D20F2CACE8540D24C3DEF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,566,443 | 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 | $309,054 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $526,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $526,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,048,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,324,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,048,582 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$849 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$849 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,883,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,574,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,876 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,938 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,938 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,408 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $713,270 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $713,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $803,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $716,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,080,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,541,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $452,449 | CashBOYAmt |
| Cash EOY | $54,658 | CashEOYAmt |
| Cash EOYFMV | $54,658 | CashEOYFMVAmt |
| US Government Obligations BOY | $222,848 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $212,326 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $197,776 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,051,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,260,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,341,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,056,908 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,259,698 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,002,144 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,861,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,939,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,970,502 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,645,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,727,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,566,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $398 | CapitalStockBOYAmt |
| Capital Stock EOY | $398 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,644,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,726,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,645,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,727,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,645,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,727,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,645,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,080,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $12,727,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,727,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| JP MORGAN CAPITAL GAIN DISTRIBUTIONS | P | $8,361 | $8,361 | $8,361 | |
| MORGAN STANLEY CAPITAL GAIN DISTRIUBTIONS | P | $370 | $370 | $370 | |
| DM KELLY CAPITAL GAIN DISTRIBUTIONS | P | $18,886 | $18,886 | $18,886 | |
| CAPITAL GAINS FROM PUBLICLY TRADED SECURITY | P | $4,297,306 | $1,020,965 | $1,020,965 | $3,276,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,048,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $770,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,492,039 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057091 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $646,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,359,893 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056904 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $598,989 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,213,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053417 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $503,114 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,774,524 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,064,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061510 | DistributionYr5Rt |
| Total Distribution | 0.275617 | TotalDistributionRt |
| Average Distribution | 0.055123 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,295,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $788,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $803,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $716,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,839 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,839 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,839 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,298 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,298 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $7,449 | OverpaymentAmt |
| Applied To ES Tax | $7,449 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARVEY L KADLEC | IndividualWithBooksNm |
| Phone | 5152440300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1297 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| STANLEY B SEIDLER | ||||||||
| PO BOX 1297 | DES MOINES | IA | 50305 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROL SEIDLER MAVRAKIS | ||||||||
| PO BOX 1297 | DES MOINES | IA | 50305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN SEIDLER NERMAN | ||||||||
| PO BOX 1297 | DES MOINES | IA | 50305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,996,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $516,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,513,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,513,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,295,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $714,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $714,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,839 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,839 | TotalTaxAmt |
| Distributable Before Adj | $683,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $683,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $683,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $716,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $716,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $716,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $683,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,436 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $47,686 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,396 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,054 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $374,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $716,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $683,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,295 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $406,867 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $100,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $306,431 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $47,686 | ExcessFromYear3Amt |
| Excess From Year2 | $88,396 | ExcessFromYear2Amt |
| Excess From Year1 | $138,054 | ExcessFromYear1Amt |
| Excess From Current Year | $32,295 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANLEY B SEIDLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STANLEY B SEIDLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1297 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152440300 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $7,500 |
| HEARD MUSEUM | |||||||
| 2301 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FOOTHILLS FOOD BANK | |||||||
| 5038 HIDDEN VALLEY DR | CAVE CREEK | AZ | 85330 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HONOR HEALTH FOUNDATION | |||||||
| 8125 N HAYDEN RD | SCOTTSDALE | AZ | 85250 | NONE | PC | GENERAL SUPPORT | $2,500 |
| PHOENIX ART MUSEUM | |||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ARIZONA MUSICFEST | |||||||
| 7518 E ELBOW BLVD | CAREFREE | AZ | 85377 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY FOUNDATION OF DES MOINES | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $21,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| PO 4557 | DES MOINES | IA | 50305 | NONE | PC | GENERAL SUPPORT | $2,500 |
| STRANDS OF STRENGTH | |||||||
| 1310 TULIP TREE LANE | WEST DES MOINES | IA | 50326 | NONE | PC | GENERAL SUPPORT | $500 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DR | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $7,500 |
| TETON LITERACY CENTER | |||||||
| PO 425 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY SAFETY NETWORK | |||||||
| PO 1328 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $500 |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $2,500 |
| IOWA STATE UNIVERSITY TAYLOR RAJTOR | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY FORD LOSKILL | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY NATHANIEL RIC | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY JOSHUA FRENCH | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY CONNOR HAMMON | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY MASON FURNISH | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY NATALIE VOS | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY THOMAS WALTMA | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| IOWA STATE UNIVERSITY LUCY SCHNEEKL | |||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF IOWA HANNA BURGESS | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF IOWA SRICHARAN SHESHA | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF IOWA ALEXIS BRANNAN | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF IOWA GADA AL HERZ | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF IOWA LAUREN BROWN | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF IOWA MASON KOELM | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF IOWA MATTHEW CULVER | |||||||
| 2908 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | I | SCHOLARSHIP | $3,000 |
| MT MERCY EMILY OLER | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $3,000 |
| MT MERCY NILE HAPPEL | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $3,000 |
| MY MERCY PAIGE TOOMER | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $3,000 |
| MINNESOTA HAILEY EVERHART | |||||||
| 200 FRASER HALL | MINNEAPOLIS | MN | 55455 | NONE | I | SCHOLARSHIP | $3,000 |
| NORTHERN IOWA TALEAH BIRKICHT | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $3,000 |
| NORTHERN IOWA CLARISSA BRUNS | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $3,000 |
| NORTHERN IOWA KYLIE JONAS-BUNDT | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $3,000 |
| NORTHERN IOWA SARAH HANNA | |||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | I | SCHOLARSHIP | $3,000 |
| DRAKE UNIVERSITY CARTER SCHMITZ | |||||||
| 2507 UNIVERATY AVE | DES MOINES | IA | 50311 | NONE | I | SCHOLARSHIP | $3,000 |
| LORAS COLLEGE GRANT WIEDERIN | |||||||
| 1450 ALTA VISTA ST | DUBUQUE | IA | 52001 | NONE | I | SCHOLARSHIP | $3,000 |
| MISSOURI UNIVERSITY OF SCIENCE TECH | |||||||
| 1870 MINER CIRCLE | ROLLA | MO | 65409 | NONE | I | SCHOLARSHIP | $3,000 |
| KIRKWOOD COMMUNITY COLLEGE RYAN BLU | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $3,000 |
| KIRKWOOD COMMUNITY COLLEGE DOMONICK | |||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | I | SCHOLARSHIP | $3,000 |
| WILLIAMS COLLEGE ISLAM OSMAN | |||||||
| PO BOX 37 | WILLIAMSTOWN | MA | 12570 | NONE | I | SCHOLARSHIP | $3,000 |
| CARLETON COLLEGE SARAH STEINKE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | NONE | I | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF NORTHWESTERN ST PAUL | |||||||
| 3003 SNELLING AVE | ST PAUL | MN | 55113 | NONE | I | SCHOLARSHIP | $3,000 |
| MACALESTER COLLEGE YASMEEN ABUMAIZE | |||||||
| 1600 GRAND AVE | ST PAUL | MN | 55105 | NONE | I | SCHOLARSHIP | $3,000 |
| WARTBURG COLLEGE HALEY VARO | |||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 50677 | NONE | I | SCHOLARSHIP | $3,000 |
| COE COLLEGE NADINE QADOURA | |||||||
| 1220 FIRST AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | I | SCHOLARSHIP | $3,000 |
| WILSON VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 31 | WILSON | WY | 83014 | NONE | PC | GENERAL SUPPORT | $250 |
| DANCER'S WORKSHOP | |||||||
| PO BOX 1500 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| 4015 N LAKE CREEK DR | WILSON | WY | 83014 | NONE | PC | GENERAL SUPPORT | $2,500 |
| JACKSON HOLE ONE FLY FOUNDATION | |||||||
| PO BOX 4158 | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT | $500 |
| TEMPLE BETH EL | |||||||
| 2702 ARBOR DR | MADISON | WI | 53711 | NONE | PC | GENERAL SUPPORT | $100 |
| MUSEUM OF MODERN ART | |||||||
| PO BOX 3948 | NEW YORK | NY | 10277 | NONE | PC | GENERAL SUPPORT | $360 |
| YOUNG WOMENS RESOURCE CENTER | |||||||
| 818 5TH AVE | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF ILLINIOS FUND | |||||||
| 1305 W GREN ST | URBANA | IL | 61801 | NONE | PC | GENERAL SUPPORT | $2,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD NE | ATLANTA | GA | 30322 | NONE | PC | GENERAL SUPPORT | $2,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL SUPPORT | $8,000 |
| JEWISH FEDERATION OF KANSAS CITY | |||||||
| 5801 W 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL SUPPORT | $35,000 |
| KANSAS CITY PUBLIC TV | |||||||
| 125 E 31ST | KANSAS CITY | MO | 54108 | NONE | PC | GENERAL SUPPORT | $560 |
| KCUR NATIONAL PUBIC RADIO | |||||||
| 4825 TROOST ST | KANSAS CITY | MO | 64110 | NONE | PC | GENERAL SUPPORT | $500 |
| KEHILATH ISRAEL SYNAGOGUE | |||||||
| 10501 CONSER ST | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WYOMING FOOD BANK OF ROCKIES | |||||||
| 5150 RESERVE DR | EVANSVILLE | WY | 82636 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BRADLEY BENTON MUSEUM | |||||||
| PO BOX 460 | BIG HORN | WY | 82833 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ADVOCACY AND RESOURCE CENTER | |||||||
| 136 COFEEN AVE | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CLIMB WYOMING | |||||||
| 1001 W 31 ST | CHYEYENNE | WY | 82001 | NONE | PC | GENERAL SUPPORT | $2,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1442 N 5TH ST | LARAMIE | WY | 82072 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JOEY'S FLYFISHING FOUNDATION | |||||||
| 709 S MAIN ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE FOOD GROUP | |||||||
| 51 COFFEEN AVE ST 101 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CHAPS | |||||||
| 1590 SUGARLAND DR STE B | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SHERIDAN SENIOR CENTER | |||||||
| 211 SMITH ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $2,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $8,000 |
| WYOMING WOMENS FOUNDATION | |||||||
| 1441 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CENTER FOR A VITAL COMMUNITY | |||||||
| 245 S BROADWAY | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PROJECT SCHOOLHOUSE | |||||||
| PO BOX 69 | AUSITN | TX | 78767 | NONE | PC | GENERAL SUPPORT | $2,500 |
| POWDER RIVER BASIN RESOURCE COUNCIL | |||||||
| 934 N MAIN ST | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMPASS CENTER FOR FAMILIES | |||||||
| 1095 SUGARVIEW DR | SHERIDAN | WY | 82072 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SHERIDAN COUNTY LIBRARY FOUNDATION | |||||||
| 335 W ALGER ST | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WYOMING PUBLIC RADIO | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNITED WAY | |||||||
| 111 NINTH ST STE100 | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $15,000 |
| OAK LEAF EDUCATIONAL FOUNDATION | |||||||
| 3915 FLUER DR | DES MOINES | IA | 50321 | NONE | PC | GENERAL SUPPORT | $200 |
| WYOMING THEATER | |||||||
| PO BOX 528 | SHERIDAN | WY | 82801 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 170800 | MILWAUKEE | WI | 53217 | NONE | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF IOWA PUBLIC TELEVISION | |||||||
| PO BOX 6400 | JOHNSTON | IA | 50131 | NONE | PC | GENERAL SUPPORT | $500 |
| BOYS AND GIRLS CLUB OF CENTRAL IOWA | |||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CORNELL COLLEGE - MARY SEIDLER SCHOLARSHIP FUND | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | PC | GENERAL SUPPORT | $200,000 |
| CORNELL COLLEGE - GENERAL FUND | |||||||
| 600 FIRST ST SW | MT VERNON | IA | 52314 | NONE | PC | GENERAL SUPPORT | $25,000 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DES MOINES COMMUNITY PLAYHOUSE | |||||||
| 831 42ND ST | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $6,000 |
| MT VERNON SCHOOL DISTRICT FUND | |||||||
| 525 PALSADES RD SW | MT VERNON | IA | 52314 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD BANK OF IOWA | |||||||
| 220 E 17TH ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $3,000 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILDRENS HOME AND AID | |||||||
| 125 S WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CHILDREN & FAMILIES OF IOWA | |||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 28274 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ORCHARD PLACE | |||||||
| PO BOX 35425 | DES MOINES | IA | 50315 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON | WY | 83002 | NONE | PC | GENERAL SUPPORT | $3,000 |
| MAZON | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OAKRIDGE NEIGHBORHOOD | |||||||
| 1401 CENTER ST | DES MOINES | IA | 50314 | NONE | PC | GENERAL SUPPORT | $1,000 |
| IOWA PUBLIC RADIO | |||||||
| 2111 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JOESPH'S INDIAN SCHOOL | |||||||
| PO BOX 300 | CHAMBERLIN | SD | 57325 | NONE | PC | GENERAL SUPPORT | $500 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $300 |
| JEWISH FEDERATION OF DES MOINES | |||||||
| 33158 UTE AVE | WAUKEE | IA | 50203 | NONE | PC | GENERAL SUPPORT | $88,000 |
| VARIETY | |||||||
| 505 5TH AVE STE 310 | DES MOINES | IA | 50309 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TEMPLE BNAI JESHRUN | |||||||
| 5101 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | GENERAL SUPPORT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $713,270 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $526,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,048,582 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,574,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,574,332 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EXCELL MARKETING LLC | |||||||
| 1 | PO BOX 1297 | DES MOINES | IA | 503051297 | $250,000 | Yes (X) | |
| CAROL MAVRAKIS | |||||||
| 2 | PO BOX 1297 | DES MOINES | IA | 503051297 | $17,624 | Yes (X) | Yes (X) |
| STANLEY B SEIDLER | |||||||
| 3 | PO BOX 1297 | DES MOINES | IA | 503051297 | $24,678 | Yes (X) | Yes (X) |
| EVELYN G SEIDLER MARITAL TRUST | |||||||
| 4 | PO BOX 1297 | DES MOINES | IA | 503051297 | $9,089 | Yes (X) | Yes (X) |
| SUSAN SEIDLER | |||||||
| 5 | PO BOX 1297 | DES MOINES | IA | 503051297 | $7,663 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 1600 SHARES OF ALTRIA STOCK | $13,432 | 2018-12-28 |
| 2 | SHARES OF PHILLIP MORRIS STOCK | $4,192 | 2018-12-31 |
| 3 | 2352 SHARES OF UNITED TECH STOCK | $4,741 | 2018-12-19 |
| 3 | SHARES OF PHILLIP MORRIS STOCK | $19,937 | 2018-12-31 |
| 4 | SHARES OF MONDELEX STOCK | $9,089 | 2018-12-31 |
| 5 | SHARES OF PHILLIP MORRIS STOCK | $7,663 | 2018-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,876 | Amt |
| Net Investment Income | $2,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,938 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STRATS-NEWS CORP 7% | $100,000 | $101,000 |
| ALLSTATE CORP 6.25% PFD | $100,000 | $101,200 |
| HSBC HOLDINGS PLC 6.2% SERIRES | $150,000 | $154,620 |
| GENERAL AMERICAN PREF INV 5.95 | $49,587 | $51,443 |
| PRUDENTIAL PLC 6.75% PERP SUBO | $100,000 | $101,400 |
| BANK OF AMERICA CORP | $16,417 | $15,019 |
| ACTUANT CORPORATION | $51,282 | $49,375 |
| MMI CAPITAL TR I | $29,495 | $29,576 |
| VALMONT INDUSTRIES | $47,818 | $44,284 |
| WACHOVIA | $100,277 | $90,450 |
| GOLDMAN SACHS | $115,394 | $102,000 |
| NATIONWIDE FINL SVCS INC | $105,783 | $101,000 |
| MELLON CAPITAL | $182,973 | $151,676 |
| BAC CAPITAL TRUST | $235,724 | $187,951 |
| USB CAPITAL | $237,182 | $196,100 |
| USB CAPITAL | $183,677 | $148,000 |
| GOLDMAN SACHS | $104,707 | $81,600 |
| GENERAL MOTORS | $249,382 | $198,250 |
| BANK OF AMERICA CORP 6% | $50,000 | $50,200 |
| COWEN INC 7.75% SRNT | $50,000 | $47,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (157 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORPORATION | $39,581 | $206,701 |
| ALTRIA GROUP INC | $13,432 | $79,024 |
| US BANCORP NEW | $12,962 | $92,086 |
| POWERSHARES QQQ TR | $395,680 | $489,004 |
| MONDELEZ INTERNATIONAL | $32,126 | $232,574 |
| XCEL ENERGY, INC. | $25,000 | $78,832 |
| KRAFT FOODS, INC. CL A | $11,971 | $53,585 |
| DIAMONDS TRUST (SPDR DJ INDL) | $305,685 | $461,036 |
| SPDR TR UNIT SERIES 1 | $296,067 | $433,111 |
| FIRST INTERSTATE BANCSYS | $209,802 | $201,263 |
| UNITED TECHNOLOGY | $4,741 | $250,441 |
| FIDELITY 500 INDEX FD-AI | $733,543 | $688,580 |
| SIX CIRCLES US UNCONSTRAINED | $129,500 | $118,798 |
| SIX CIRCLES INTERNATIONS | $66,000 | $60,360 |
| JP MORGAN BETABUILDERS EUROPE | $76,181 | $67,583 |
| JP MORGAN BETABUILDERS JAPAN | $95,717 | $85,599 |
| JP MORGAN BETABUILDERS ASIA | $27,522 | $24,942 |
| AMG MG PICTET INTL-Z | $49,125 | $36,519 |
| CAPITAL GR NON US EQUITY | $45,241 | $43,559 |
| DODGE & COX INTL STOCK FD | $48,666 | $41,496 |
| ISHARES MSCI EAFEINTL INDEX | $136,316 | $123,175 |
| JPMORGAN GL RES ENH IDX-R6 | $21,939 | $18,264 |
| 3M COMPANY | $1,655 | $1,715 |
| ABBOTT LABORATORIES | $784 | $1,302 |
| ACCENTURE PLC IRELAND CL A | $1,117 | $1,269 |
| ACS ACTIV DE CONSTRUC Y SERV | $5,024 | $5,552 |
| AERCAP HOLDINGS N.V. | $8,215 | $6,455 |
| AIA GROUP LTD SPON ADR | $4,991 | $5,557 |
| AIR PROD & CHEM INC | $3,251 | $3,361 |
| AIRBUS SE UNSPONSORED ADR | $4,446 | $4,590 |
| ALEXANDRIA REAL ESTATE EQ INC | $455 | $461 |
| ALTRIA GROUP INC | $3,994 | $2,815 |
| ANALOG DEVICES INC | $3,125 | $3,347 |
| APPLE INC | $2,293 | $2,682 |
| ARCELORMITTAL CL A NY REGISTRY | $5,734 | $4,196 |
| ARTHUR J GALLAGHER | $1,293 | $1,695 |
| AUTOMATIC DATA PROCESSING INC | $1,130 | $1,442 |
| AVALONBAY COMM INC | $2,266 | $2,263 |
| AXA ADS | $6,242 | $5,005 |
| BAE SYS PLC SPON ADR | $6,329 | $4,333 |
| BAIDU INC ADS | $6,065 | $4,282 |
| BANCO SANTANDER S.A. | $7,482 | $5,215 |
| BANK OF AMERICA CORP | $6,278 | $6,357 |
| BASF SE SP ADR | $6,166 | $4,521 |
| BB & T CORP | $2,296 | $2,079 |
| BECTON DICKINSON & CO | $2,035 | $2,479 |
| BHP BILLITON PLC SPONS ADR | $8,442 | $8,587 |
| BLACKROCK INC | $4,362 | $4,321 |
| BOSTON PROPERTIES INC | $1,068 | $900 |
| BRISTOL MYERS SQUIBB CO | $2,706 | $2,443 |
| BRITISH AMER TOB SPON ADR | $6,391 | $3,696 |
| CAPITAL ONE FINANCIAL CORP | $1,919 | $1,587 |
| CARLSBERG AS | $5,522 | $5,823 |
| CHEVRON CORP | $7,049 | $6,745 |
| CHUBB LTD | $2,045 | $1,938 |
| CINCINNATI FINANCIAL OHIO | $507 | $542 |
| CME GROUP INC | $4,088 | $6,208 |
| CMS ENERGY CP | $1,635 | $1,887 |
| COCA COLA CO | $1,702 | $1,894 |
| COMCAST CORP (NEW) CLASS A | $4,136 | $3,814 |
| CONOCOPHILLIPS | $3,943 | $4,926 |
| CULLEN FROST BANKERS INC | $1,235 | $1,143 |
| CVS HEALTH CORP COM (CVS) | $2,461 | $2,097 |
| DAIMLER AG-UNSPONSORED ADR | $6,880 | $4,641 |
| DANONE SPONSORED ADR | $6,172 | $5,452 |
| DBS GROUP HOLDINGS LTD SP | $5,290 | $5,369 |
| DEERE & CO | $459 | $448 |
| DEUTSCHE BOERSE AG UNSPON ADR | $5,542 | $5,536 |
| DEUTSCHE POST AG SPONSORED ADR | $7,383 | $4,919 |
| DISCOVER FINCL SVCS | $1,708 | $1,415 |
| DNB ASA SPONSORED ADR | $5,889 | $5,083 |
| DOVER CORP | $2,924 | $2,980 |
| DOWDUPONT INC | $3,521 | $2,941 |
| DTE ENERGY COMPANY | $295 | $331 |
| E.ON SE | $5,165 | $5,468 |
| ELI LILLY & CO | $2,907 | $4,166 |
| ENGIE SPONS ADR | $5,557 | $5,570 |
| ESSILOR INTL SA SPONS ADR | $5,515 | $5,432 |
| EXXON MOBIL CORP | $1,486 | $1,227 |
| FANUC CORPORATION UNSP ADR | $5,935 | $4,518 |
| FIDELITY NATL INFORMATION SE | $1,696 | $2,154 |
| GENL DYNAMICS CORP | $3,814 | $3,144 |
| GENUINE PARTS CO | $1,458 | $1,440 |
| GILEAD SCIENCE | $1,807 | $1,626 |
| HARTFORD FIN SERS GRP INC | $3,214 | $2,934 |
| HASBRO INC | $1,375 | $1,219 |
| HOME DEPOT INC | $3,674 | $4,295 |
| HONEYWELL INTERNATIONAL INC | $1,558 | $1,717 |
| HSBC HOLDINGS PLC SPON ADR NEW | $6,063 | $5,262 |
| ILL TOOL WORKS INC | $3,295 | $3,167 |
| INDUSTRIA DE DISENO TEXTIL IND | $5,675 | $4,626 |
| INTERNATIONAL CONS AIRLS GRP | $2,786 | $2,571 |
| INTESA SANPAOLO S.P.A. ADR | $6,711 | $5,086 |
| JOHNSON & JOHNSON | $3,253 | $3,613 |
| JULIUS BAER GROUP LTD UN ADR | $6,888 | $4,434 |
| KRAFT HEINZ CO | $812 | $473 |
| KUBOTA CP ADR | $6,122 | $5,425 |
| LAS VEGAS SANDS CORP | $840 | $833 |
| LLOYDS BANKING GROUP PLC | $6,761 | $5,220 |
| M&T BANK CORP | $1,690 | $1,431 |
| MARSH & MCLENNAN COS INC | $426 | $399 |
| MC DONALDS CORP | $3,274 | $3,729 |
| MEDTRONIC PLC SHS | $2,478 | $2,638 |
| MERCK & CO INC NEW COM | $5,424 | $6,571 |
| METLIFE INCORPORATED | $2,751 | $2,340 |
| MICROSOFT CORP | $3,028 | $4,774 |
| MONDELEZ INTL INC COM | $2,729 | $2,482 |
| MURATA MANUFACTURING CO LTD | $5,667 | $5,118 |
| NEXTERA ENERGY INC | $2,300 | $2,955 |
| NISOURCE INC | $1,462 | $1,597 |
| NORDEA BANK ABP SPON ADR | $6,021 | $4,656 |
| NORFOLK SOUTHERN CORP | $1,957 | $2,243 |
| NORTHERN TRUST CORP | $1,664 | $1,588 |
| NXP SEMICONDUCTORS NV | $5,369 | $5,276 |
| OCCIDENTAL PETROLEUM CORP DE | $3,731 | $3,499 |
| ORANGE NEW | $5,920 | $5,845 |
| OTSUKA HOLDINGS CO LTD UNS ADR | $6,236 | $5,500 |
| PARKER HANNIFIN CORP | $1,693 | $1,641 |
| PEPSICO INC NC | $1,854 | $1,878 |
| PFIZER INC | $3,333 | $4,409 |
| PHILIP MORRIS INTL INC | $2,491 | $2,070 |
| PNC FINL SVCS GP | $4,704 | $4,326 |
| PPG INDUSTRIES INC | $2,913 | $2,862 |
| PROCTER & GAMBLE | $1,684 | $1,930 |
| PROGRESSIVE CORP OHIO | $789 | $1,146 |
| PRUDENTIAL FINANCIAL INC | $3,046 | $2,283 |
| PUBLIC SERVICE ENTERPRISE | $1,280 | $1,301 |
| R P M INC | $829 | $940 |
| REPSOL SA SPON ADR | $9,298 | $7,726 |
| REPUBLIC SERVICES INC | $1,459 | $1,802 |
| ROCHE HOLDINGS ADR | $6,238 | $6,651 |
| ROYAL DSM NV SPONSORED ADR | $4,923 | $4,721 |
| ROYAL DUTCH SHELL PLC | $5,649 | $5,302 |
| SAP AG | $8,963 | $8,163 |
| SECOM LTD ADR | $5,365 | $5,977 |
| SEVEN & I HLDGS CO LTD ADR | $6,092 | $6,394 |
| SIMON PPTY GROUP INC | $1,499 | $1,512 |
| SMITH & NEPHEW PLC ADR | $5,614 | $6,317 |
| STANLEY BLACK & DECKER INC | $2,540 | $2,275 |
| STARBUCKS CORP WASHINGTON | $1,245 | $1,417 |
| SUMITOMO MITSUI FINL GROUP INC | $6,452 | $4,961 |
| T ROWE PRICE GROUP INC | $1,868 | $2,400 |
| TARGET CORP | $1,685 | $1,454 |
| TEXAS INSTRUMENTS | $2,945 | $3,685 |
| TIFFANY & COMPANY NEW | $1,000 | $725 |
| TORAY INDS ADR | $7,342 | $5,727 |
| TOTAL S A SPON ADR | $5,242 | $4,957 |
| TRAVELERS COMPANIES INC COM | $3,484 | $3,473 |
| U S BANCORP COM NEW | $2,612 | $2,194 |
| V F CORPORATION | $620 | $785 |
| VALERO ENERGY CP DELA NEW | $975 | $900 |
| VERIZON COMMUNICATIONS | $3,183 | $3,711 |
| VORNADO REALTY TRUST | $1,353 | $1,179 |
| WALMART INC | $1,012 | $1,025 |
| WELLS FARGO & CO NEW | $3,470 | $2,765 |
| WYNDHAM WORLDWIDE CORP | $795 | $681 |
| XCEL ENERGY INC | $1,940 | $2,266 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $212,326 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $197,776 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JENSEN PORTFOLIO INC | FMV | $197,745 | $216,259 |
| FRANKLIN INCOME FUND CLASS A | FMV | $1,059,885 | $971,653 |
| FRANKLIN INVS SECS TR | FMV | $368,525 | $502,546 |
| FRANKLIN CUSTODIAN | FMV | $418,055 | $595,272 |
| CAPITAL INCOME BUILDER | FMV | $451,932 | $441,251 |
| INCOME FUND AMERICA | FMV | $470,667 | $468,140 |
| MAIRS & POWER FDS TR GROWTH FD | FMV | $197,745 | $181,337 |
| WILSHIRE TARGET FUNDS | FMV | $395,289 | $381,960 |
| ISHARES CORE MSCI EMERGING | FMV | $79,942 | $66,859 |
| ISHARES RUSSELL 2000 ETF | FMV | $86,283 | $121,849 |
| S&P 500 INDEX | FMV | $317,267 | $299,154 |
| THE FINANCIAL SEL SECT SPDR FD | FMV | $78,064 | $77,844 |
| VANGUARD SMALL CAP ETF | FMV | $100,014 | $98,993 |
| VANGUARD FTSE EUROPE ETF | FMV | $199,956 | $154,223 |
| ANGEL OAK MULTI STRAT INC I | FMV | $347,158 | $339,927 |
| GOLDMAN SACHS US EQ DV PREM I | FMV | $205,765 | $184,351 |
| GUGGENHEIM MACRO OPPORT I | FMV | $344,224 | $336,575 |
| MATTHEWS ASIAN JAPAN INV | FMV | $187,187 | $138,980 |
| MSIF ULTRA-SHORT INCOME IR | FMV | $251,373 | $251,373 |
| PIMCO INCOME I2 | FMV | $353,498 | $342,377 |
| TORTOISE MLP & PIPELINE INST | FMV | $87,530 | $76,191 |
| VAN ECK EMERGING MARKETS Y | FMV | $75,756 | $68,712 |
| SIX CIRCLES ULTRA SHORT DURATION FD | FMV | $42,300 | $42,131 |
| DODGE & COX INCOME FD | FMV | $55,340 | $53,467 |
| SCHWAB US TIPS ETF | FMV | $21,936 | $21,726 |
| VANGUARD S-T BOND ETF | FMV | $40,239 | $40,306 |
| JANUS HIGH-YIELD FD-I | FMV | $32,450 | $29,720 |
| METROPOLITAN WEST T/R BD-PLN | FMV | $41,150 | $40,231 |
| PIMCO INVESTMENT GRADE CORP | FMV | $80,000 | $78,948 |
| VANGUARD TOTAL BOND MKT-INDEX | FMV | $201,100 | $197,661 |
| PIMCO INCOME FD-INS | FMV | $21,500 | $20,444 |
| ISHARES JP MORGAN EM BOND FUND | FMV | $19,040 | $19,119 |
| VANGUARD TOTAL INTL BND-ADM | FMV | $110,760 | $110,923 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE & CHECK FEES | $34 | $17 | $17 |
| MISCELLANEOUS | $23 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | -$849 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$849 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND BALANCE ADJUSTMENT | Desc |
| Amt | $1,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY SERVICES FEE | $17,607 | $17,607 | $0 |
| JP MORGAN FEES & COMISSIONS | $11,801 | $11,801 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2017 EXCISE TAX PAID | $16,192 | $0 | $0 |
| 2018 ESTIMATED EXCISE TAX PAID | $38,298 | $0 | $0 |