LSB FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-09-23
- IRS object ID
- 201942669349100014
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-23T14:01:00-05:00 | ReturnTs |
| Tax Period End | 2019-07-31 | 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 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201653464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LSBF | BusinessNameControlTxt |
| Phone | 3197886441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX E | AddressLine1Txt |
| City | REINBECK | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 506690159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E THIELEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3197886441 | PhoneNum |
| Signature | 2019-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE ELIAS | PreparerPersonNm |
| PTIN | P00241120 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-15 | IPDt |
| IP Tm | 16:50:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E | 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 | $57,117 | 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 | $225,812 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,398 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $227,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,650 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $676 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $676 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$68 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$34 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$34 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,274 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,843 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $67,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,117 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $67,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,749 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | P | $5,006 | $5,008 | -$2 | -$2 |
| WELLS FARGO BANK NA | P | $7,025 | $7,029 | -$4 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $221,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,001 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.992892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $206,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,018 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.868741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,064 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.081348 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $286,073 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $76,053 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.761495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,104 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $124,681 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.003393 | DistributionYr5Rt |
| Total Distribution | 13.707869 | TotalDistributionRt |
| Average Distribution | 2.741574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $182,301 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $237,136 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33 | OverpaymentAmt |
| Applied To ES Tax | $33 | 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 | JIM THIELEN | IndividualWithBooksNm |
| Phone | 3192331900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 TOWER PARK DRIVE | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| MILT DAKOVICH | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JEFFREY DRALLE | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL PETERSON | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| STEVE BROUWER | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ERICK SKOVGARD | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID DEEDS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| W SCOTT BUSH | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DENNIS PRESNALL | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SALLY HOLLIS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LINDA ALLEN | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| TONY SCAVUZZU | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE (AS OF 1/2019) | 0.50 | $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 | $6,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,013 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,325 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $237,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $237,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $118,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $282,270 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $163,887 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $217,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $985,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $237,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $233,811 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,219,615 | 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 | $118,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,100,745 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $282,270 | ExcessFromYear4Amt |
| Excess From Year3 | $163,887 | ExcessFromYear3Amt |
| Excess From Year2 | $203,000 | ExcessFromYear2Amt |
| Excess From Year1 | $217,777 | ExcessFromYear1Amt |
| Excess From Current Year | $233,811 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOAN RICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 TOWER PARK DRIVE | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3192331900 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS ARE AVAILABLE AT THE OFFICES OF LINCOLN SAVINGS BANK | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE REVIEWED AS RECEIVED ON A QUARTERLY BASIS. ALL TIMES ARE SPECIFIED ON THE GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX QUALIFIED ORGANIZATIONS WITH IN THE GEOGRAPHIC MARKETS SERVED BY LINCOLN SAVINGS BANK | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADM SCHOLARSHIP FOUNDATION | ||||||||
| 215 NORTH 11TH STREET | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ALLEN FOUNDATION | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $5,370 | |
| ALLEN HEALTH FOUNDATION | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $170 | |
| ALLISON LITTLE LAMBS | ||||||||
| 721 CHERRY STREET | ALLISON | IA | 50602 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ALTERNATIVES PREGNANCY CENTER | ||||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING | $700 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1035 N CENTER PT RD STE B | HIAWATHA | IA | 52233 | NONE | PC | GENERAL OPERATING | $108 | |
| AMERICAN RED CROSS | ||||||||
| 6300 ROCKWELL DR NE | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING | $330 | |
| AMVETS DEPARTMENT OF IOWA POST 10 | ||||||||
| 1934 IRVING ST | CEDAR FALLS | IA | 50613 | NONE | GOV | GENERAL OPERATING | $1,000 | |
| ANKENY COMMUNITY FOUNDATION | ||||||||
| 410 W 1ST ST | ANKENY | IA | 500231557 | NONE | PC | GENERAL OPERATING | $4,000 | |
| ANKENY DOLLARS FOR SCHOLARS | ||||||||
| 406 SW SCHOOL STREET | ANKENY | IA | 50023 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 | |
| ANKENY KIWANIS CLUB FOUNDATION | ||||||||
| 504 W 1ST ST | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING | $1,000 | |
| APLINGTON-PARKERSBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 669 | PARKERSBURG | IA | 50665 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 | |
| ASPIRE THERAPEUTIC RIDING PROGRAM | ||||||||
| 8100 KIMBALL AVE | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $740 | |
| BEL CANTO CEDAR VALLEY | ||||||||
| 3117 GREENHILL CIRCLE | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BEST BUDDIES IOWA | ||||||||
| 7518 HICKMAN RD | WINDSOR HEIGHTS | IA | 50324 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BEYOND PINK | ||||||||
| 1753 W RIDGEWAY AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $100 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | ||||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | GENERAL OPERATING | $480 | |
| BIG BROTHERS BIG SISTERS OF NORTHEAST IOWA | ||||||||
| 2530 UNIVERSITY AVE STE 8 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $2,346 | |
| BIT TO BYTE STEM HUB | ||||||||
| 1805 COLLABORATION PLACE | AMES | IA | 50010 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BLACK HAWK COUNTY SHERIFF'S OFFICE | ||||||||
| 225 E 6TH STREET | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BLUE LIPS FOUNDATION | ||||||||
| 3201 163RD ST | URBANDALE | IA | 50323 | NONE | PC | GENERAL OPERATING | $200 | |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $5,200 | |
| BOYS & GIRLS CLUB OF CENTRAL IOWA | ||||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CAMP HERTKO HOLLOW | ||||||||
| 501 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CATHOLIC CHARITIES | ||||||||
| 420 6TH STREET SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING | $250 | |
| CEDAR BEND HUMANE SOCIETY INC | ||||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $7,183 | |
| CEDAR FALLS COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $2,956 | |
| CEDAR VALLEY CANCER COMMITTEE | ||||||||
| 1753 W RIDGEWAY AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $3,000 | |
| CEDAR VALLEY HOSPICE | ||||||||
| 2101 KIMBALL AVE STE 401 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,452 | |
| CEDAR VALLEY UNITED WAY | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $252 | |
| CHILDREN AND FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CITY OF GARWIN | ||||||||
| 208 MAIN STREET | GARWIN | IA | 50632 | NONE | GOV | GENERAL OPERATING | $5,000 | |
| CITY OF NASHUA | ||||||||
| 402 MAIN STREET | NASHUA | IA | 50658 | NONE | GOV | GENERAL OPERATING | $2,500 | |
| CITY OF TAMA | ||||||||
| 305 SIEGEL STREET | TAMA | IA | 52339 | NONE | GOV | GENERAL OPERATING | $3,000 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $7,000 | |
| CONSUMER CREDIT COUNSELING SERVICES OF NEIA | ||||||||
| 1003 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,125 | |
| COURAGE LEAGUE SPORTS | ||||||||
| 4405 121ST ST | URBANDALE | IA | 50323 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CRAYON CORNER LEARNING CENTER | ||||||||
| 409 WASHINGTON STREET | GLADBROOK | IA | 50635 | NONE | PC | GENERAL OPERATING | $500 | |
| DALLAS COUNTY CONSERVATION BOARD | ||||||||
| 14851 K AVE | PERRY | IA | 50220 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DES MOINES ARE RELIGIOUS COUNCIL | ||||||||
| 1435 MULBERRY ST | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $2,500 | |
| DIAMONDS AND FIELDS | ||||||||
| 605 TUVE AVENUE | PARKERSBURG | IA | 50665 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DO BETTER BE BETTER | ||||||||
| 185 FAIRWAY DR | DIKE | IA | 50624 | NONE | PC | GENERAL OPERATING | $700 | |
| EASTER SEALS | ||||||||
| 2920 30TH ST | DES MOINES | IA | 50310 | NONE | PC | GENERAL OPERATING | $280 | |
| EVERYBODY WINS IOWA | ||||||||
| 901 WALNUT ST 640 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FATHER BRUNKAN CHARITY FUND ST MARY PARISH | ||||||||
| ST MARY CATHOLIC CHURCH PO BOX 480 | GREENE | IA | 506360480 | NONE | PC | GENERAL OPERATING | $75 | |
| FIRST ROBOTICS COMPETITION IOWA | ||||||||
| 214 EAST BARTLETT HALL | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING | $2,500 | |
| FRIENDS OF THE FAMILY | ||||||||
| 5250 N PARK PL NE 105 | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FRIENDS OF THE IOWA VETERANS CEMETERY | ||||||||
| 34024 VETERANS MEMORIAL DR | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING | $1,500 | |
| FRIENDS OF THE LIBRARY | ||||||||
| 450 5TH AVENUE SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING | $25 | |
| FRIENDS OF THE TERRAIN THERAPY GARDEN PROJECT | ||||||||
| 5870 FAIRWAY COURT | WEST DES MOINES | IA | 50266 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GIRL SCOUTS OF GREATER IOWA | ||||||||
| 10715 HICKMAN RD | URBANDALE | IA | 50322 | NONE | PC | GENERAL OPERATING | $115 | |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | ||||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | PC | DOLLARS FOR SCHOLARS | $2,000 | |
| GMG FOUNDATION | ||||||||
| 306 PARK ST | GARWIN | IA | 50632 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GRANDVIEW CHRISTIAN SCHOOL | ||||||||
| 2905 NE 46TH AVE | DES MOINES | IA | 50317 | NONE | GOV | GENERAL OPERATING | $3,000 | |
| GREATER CEDAR VALLEY ALLIANCE FOUNDATION | ||||||||
| RIVER PLAZA BUILDING 10 W 4TH ST | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GREATER DES MOINES HABITAT FOR HUMANITY | ||||||||
| 2200 E EUCLID AVE | DES MOINES | IA | 50317 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GREENE FIREFIGHTERS ASSN | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING | $30 | |
| GREENE IOWA AREA CHAMBER | ||||||||
| 220 NORTH CHESTNUT | JEFFERSON | IA | 50129 | NONE | GOV | GENERAL OPERATING | $40 | |
| GREENE VOLUNTEER AMBULANCE SERVICE | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATINGGENERAL OPERATING | $30 | |
| GRIN & GROW LTD | ||||||||
| 1407 INDEPENDENCE AVE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GRINNELL NEWBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 344 | GRINNELL | IA | 50112 | NONE | PC | DOLLARS FOR SCHOLARS | $3,500 | |
| GRINNELL TIGERS BOOSTER CLUB | ||||||||
| 1333 SUNSET ST | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $4,000 | |
| GRUNDY CENTER HIGH SCHOOL | ||||||||
| 1301 12TH ST | GRUNDY CENTER | IA | 50638 | NONE | GOV | GENERAL OPERATING | $1,200 | |
| GRUNDY CO MEMORIAL HOSPITAL | ||||||||
| 201 E J AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | GENERAL OPERATING | $3,000 | |
| HARTMAN RESERVE NATURE CENTER | ||||||||
| 657 RESERVE DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $216 | |
| HAWKEYE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1501 EAST ORANGE ROAD PO BOX 8015 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $8,000 | |
| HEART OF IOWA BIG BROTHERS BIG SISTERS | ||||||||
| 31 S 1ST STREET | MARSHALLTOWN | IA | 50158 | NONE | PC | GENERAL OPERATING | $2,500 | |
| HUDSON COMMUNITY SCHOOL DISTRICT | ||||||||
| 136 S WASHINGTON ST | HUDSON | IA | 50643 | NONE | GOV | GENERAL OPERATING | $1,500 | |
| HUDSON EDUCATION FUND | ||||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PC | GENERAL OPERATING | $1,200 | |
| HUSOME STRONG FOUNDATION | ||||||||
| 4909 QUESADA AVE | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $1,000 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE 1034 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,000 | |
| IOWA STATE UNIVERSITY | ||||||||
| 2505 UNIVERSITY BLVD PO BOX 2230 | AMES | IA | 50010 | NONE | PC | SCHOLARSHIP | $1,000 | |
| JESUP SCHOOLS | ||||||||
| 531 PROSPECT ST | JESUP | IA | 50648 | NONE | GOV | GET BACK ON THE TRACK CAMPAIGN | $105 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $3,541 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING | $88 | |
| KIDQUEST DAYCARE | ||||||||
| 427 NASH ST | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $1,600 | |
| KNOX BLOCKS FOUNDATION | ||||||||
| 1002 BISHOP AVE | LA PORTE CITY | IA | 50651 | NONE | PC | GENERAL OPERATING | $500 | |
| KOATS 4 KIDS | ||||||||
| PO BOX 1253 425 CEDAR STREET SUITE | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $500 | 320 |
| LOVE INC OF THE CEDAR VALLEY | ||||||||
| 4807 UNIVERSITY AVE SUITE 202 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $2,500 | |
| LUTHERAN SERVICES IN IOWA INC | ||||||||
| 904 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MAGICAL MIX KIDS | ||||||||
| 721 SHIRLEY STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $240 | |
| MAIN STREET ADEL CHAMBER OF COMMERCE | ||||||||
| 301 S 10TH STREET | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MEALS FROM THE HEARTLAND | ||||||||
| 357 LINCOLN ST | WEST DES MOINES | IA | 50265 | NONE | PC | GENERAL OPERATING | $2,500 | |
| NASHUA COMMUNITY FOUNDATION | ||||||||
| 612 GREELEY ST | NASHUA | IA | 50658 | NONE | GOV | GENERAL OPERATING | $1,000 | |
| NORTH BUTLER HIGH SCHOOL | ||||||||
| 201 NORTH 5TH STREET | GREENE | IA | 50636 | NONE | GOV | SCHOLARSHIP FUND | $2,000 | |
| NORTHEAST IOWA FOOD BANK | ||||||||
| 106 E 11TH ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,434 | |
| OPERATING THRESHOLD | ||||||||
| 1535 LAFAYETTE STREET | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $110 | |
| PEO INTERNATIONAL CHAPTER CC | ||||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | NONE | PC | GENERAL OPERATING | $50 | |
| PANTHER SCHOLARSHIP FUND | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING | $1,400 | |
| PIED PIPER PRESCHOOL | ||||||||
| 1108 S MAIN STREET | TRAER | IA | 50675 | NONE | PC | GENERAL OPERATING | $300 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 108 3RD ST 350 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,500 | |
| REINBECK COMMUNITY DEVELOPMENT | ||||||||
| 414 MAIN STREET | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING | $3,000 | |
| REINBECK DAYCARE | ||||||||
| 120 CEDAR STREET | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING | $3,000 | |
| REINBECK FIRE DEPARTMENT | ||||||||
| 208 BROAD STREET | REINBECK | IA | 50669 | NONE | GOV | GENERAL OPERATING | $4,000 | |
| RETRIEVING FREEDOM | ||||||||
| 1152 230TH ST | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING | $940 | |
| RIVER HILLS SCHOOL | ||||||||
| 2700 GRAND BLVD | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ROBERT D AND BILLIE RAY CENTER | ||||||||
| 2702 FOREST AVE | DES MOINES | IA | 50311 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SALVATION ARMY OF WATERLOOCEDAR FALLS | ||||||||
| 218 LOGAN AVE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $2,360 | |
| SILOS & SMOKESTACKS NATIONAL HERITAGE AREA | ||||||||
| 604 LAFAYETTE ST 202 | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $2,500 | |
| SINGLE PARENT PROVISION | ||||||||
| 2041 GRAND AVE D | WEST DES MOINES | IA | 50265 | NONE | PC | GENERAL OPERATING | $1,500 | |
| SOUTH TAMA HIGH SCHOOL | ||||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | GOV | DOLLARS FOR SCHOLARS | $1,000 | |
| SOUTH TAMA MUSIC BOOSTERS | ||||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SPREAD THE CARE | ||||||||
| PO BOX 82 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ST TIMOTHY LUTHERAN PRESCHOOL | ||||||||
| 1 THELMA STREET | HUDSON | IA | 50643 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ST FRANCIS MANOR | ||||||||
| 2021 4TH AVE | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TOLEDO COMMUNITY THEATRE GUILD | ||||||||
| S CHURCH ST | TOLDEDO | IA | 52342 | NONE | PC | GENERAL OPERATING | $2,000 | |
| UNITYPOINT HEALTH ALLEN | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PC | GENERAL OPERATING | $3,400 | |
| VOLUNTEER CENTER OF CEDAR VALLEY | ||||||||
| 2101 KIMBALL AVE STE 136 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WARTBUG COLLEGE | ||||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WATERLOO LEISURE SERVICES | ||||||||
| 1101 CAMPBELL AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,500 | |
| WATERLOO SCHOOLS FOUNDATION | ||||||||
| 201 TOWER PARK DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WATERLOO VISITING NURSES | ||||||||
| 2530 UNIVERSITY AVE | WATERLOO | FL | 50701 | NONE | PC | GENERAL OPERATING | $360 | |
| WATERLOO-CEDAR FALLS SYMPHONY | ||||||||
| GALLAGHER BLUEDORN PAC | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $980 | |
| WAUKEE SCHOOLS FOUNDATION | ||||||||
| 560 SE UNIVERSITY AVE | WAUKEE | IA | 50263 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WILDWOOD HILLS RANCH | ||||||||
| 2552 UNION LN | ST CHARLES | IA | 50240 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WINNEBAGO COUNCIL BOY SCOUTS | ||||||||
| 2929 AIRPORT BLVD | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL OPERATING | $1,810 | |
| YOUTH EMERGENCY SERVICES & SHELTER | ||||||||
| 918 SE 11TH STREET | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,000 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $2,653 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,244 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,398 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,644 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | REPORTING GAIN/LOSS OF ABBEY NATIONAL TREAS SERV & DNP SELECT INC FUND | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LINCOLN SAVINGS BANK | ||||||
| 1 | 508 MAIN ST | REINBECK | IA | 50669 | $176,662 | Yes (X) |
| CEDAR VALLEY AIR SERVICE IMPROVEMENT FUND | ||||||
| 2 | 3117 GREENHILL CIRCLE | CEDAR FALLS | IA | 50613 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,475 | EOYBookValueAmt |
| EOYFMV | $5,843 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | -$68 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$34 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | -$34 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $1,352 | Amt |
| Net Investment Income | $676 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $676 | DisbursementsCharitablePrpsAmt |