J RALPH AND GLADYS MEIER SCHOLARSHIP TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- J RALPH AND GLADYS MEIER SCHOLARSHIP TRUST (EIN 42-6387434)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201921279349102067
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T15:45:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421508032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOHR DAHM GREIF & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 51ST ST NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524022458 | 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 | 426387434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J RALPH AND GLADYS MEIER | BusinessNameLine1Txt |
| Business Name Line2 | SCHOLARSHIP TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JRAL | BusinessNameControlTxt |
| Phone | 8772757034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EDGEWOOD PKWY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BANKIOWA | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 8772757034 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT E BOHR | PreparerPersonNm |
| PTIN | P01273491 | PTIN |
| Phone | 3193668400 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.155.52.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-07 | IPDt |
| IP Tm | 15:45:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D7A5FB85F6EFC666B5B509A35232124D7E866D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D7A5FB85F6EFC666B5B509A35232124D7E866D9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $146,017 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,538 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,961 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $705 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,268 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $135,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $140,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,749 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $139,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $139,409 | CapitalStockBOYAmt |
| Capital Stock EOY | $143,918 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,509 | ExcessRevenueOverExpensesAmt |
| Subtotal | $143,918 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $143,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK IOWA ST COVERED | P | 2018-01-01 | 2018-12-31 | $2,618 | $2,625 | -$7 | -$7 |
| BANK IOWA LT COVERED | P | 2017-01-01 | 2018-12-31 | $47,822 | $40,277 | $7,545 | $7,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,538 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $152,920 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,876 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $143,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,937 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $148,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,321 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,906 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073090 | DistributionYr5Rt |
| Total Distribution | 0.261304 | TotalDistributionRt |
| Average Distribution | 0.052261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $156,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,680 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $225 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $225 | SubtotalAmt |
| Tax Based On Investment Income | $225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $86 | TotalPaymentsAndCreditsAmt |
| Tax Due | $139 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BANKIOWA.COM | WebsiteAddressTxt |
| Individual With Books | BANKIOWA | IndividualWithBooksNm |
| Phone | 8772757034 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EDGEWOOD PKWY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKIOWA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EDGEWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUST OFFICE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $156,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $158,747 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $158,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $225 | TotalTaxAmt |
| Distributable Before Adj | $7,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,680 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,680 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,593 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,735 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $3,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,680 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,680 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $913 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $913 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,822 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,822 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WESLEY HILLESHIEM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 EDGEWOOD PKWY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8772757034 | RecipientPhoneNum |
| Recipient Email Address | WESLEY.HILLESHIEM@BANKIOWA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE SENT TO HIGH SCHOOL COUNSELORS TO GIVE TO STUDENTS TO COMPLETE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE IS IN APRIL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS ARE SENT TO HIGH SCHOOLS LOCATED IN MAHASKA, KEOKUK AND WAPELLO COUNTIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF IOWA | ||||||||
| 208 CALVIN HALL | IOWA CITY | IA | 52242 | NONE | 501(C)(3) | SCHOLARSHIP | $1,915 | |
| IOWA STATE UNIVERSITY | ||||||||
| 0210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | 501(C)(3) | SCHOLARSHIP | $1,195 | |
| KIRKWOOD COMMUNITY COLLEGE | ||||||||
| 6301 MAIN CAMPUS | CEDAR RAPIDS | IA | 52404 | NONE | 501(C)(3) | SCHOLARSHIP | $470 | KIRKWOOD BLVD SW |
| IOWA WESLEYAN UNIVERSITY | ||||||||
| 601 N MAIN ST | MT PLEASANT | IA | 52641 | NONE | 501(C)(3) | SCHOLARSHIP | $500 | |
| NORTHWESTERN COLLEGE | ||||||||
| 101 7TH ST SW | ORANGE CITY | IA | 51041 | NONE | 501(C)(3) | SCHOLARSHIP | $415 | |
| UNIVERSITY OF NORTHERN IOWA | ||||||||
| 105 GILCHRIST HALL | CEDAR FALLS | IA | 50614 | NONE | 501(C)(3) | SCHOLARSHIP | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,995 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $980 | Amt |
| Disbursements Charitable Prps | $980 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED LIST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $140,650 | BookValueAmt |
| EOYFMV | $142,749 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $1,410 | Amt |
| Net Investment Income | $705 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $705 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $67 | Amt |