FRED AND CHARLOTTE HUBBELL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND CHARLOTTE HUBBELL FOUNDATION (EIN 39-1878112)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-02
- IRS object ID
- 201841229349100004
- Schema version
- 2017v2.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-02T09:07:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420732909 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYUN GIVENS & COMPANY PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 100TH STREET SUITE 301 | AddressLine1Txt |
| City | URBANDALE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391878112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED AND CHARLOTTE HUBBELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 5152452965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED HUBBELL TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152452965 | PhoneNum |
| Signature | 2018-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS E BRAND CPA | PreparerPersonNm |
| PTIN | P00299230 | PTIN |
| Phone | 5152253141 | PhoneNum |
| Preparation | 2018-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,830,474 | 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 |
| Dividends Rev And Expnss | $76,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $449,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,463 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,296 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,148 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,148 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $487,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$381,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,844 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,844 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $89,935 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $576,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $539,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,641,894 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $82,807 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $305,682 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,088,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $706,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,830,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,274,560 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,274,560 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$186,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$568,306 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,088,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $706,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,088,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $706,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,088,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$381,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $706,254 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $706,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| P | $221,831 | $198,600 | $23,231 | $23,231 |
| P | $227,906 | $221,685 | $6,221 | $6,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $490,048 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,454,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.199621 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $178,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,706,878 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065933 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $592,554 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,756,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.214979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $671,584 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,077,368 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.218233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $648,995 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,444,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188417 | DistributionYr5Rt |
| Total Distribution | 0.887183 | TotalDistributionRt |
| Average Distribution | 0.177437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,961,195 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $347,989 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $937 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $470,398 | 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 | $937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,143 | OverpaymentAmt |
| Applied To ES Tax | $960 | AppliedToESTaxAmt |
| Refund | $1,183 | 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 |
| 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 | BANKERS TRUST COMPANY | IndividualWithBooksNm |
| Phone | 5152452965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST ST | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503090897 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BANKERS TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH ST | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | 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 |
| 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 | $1,934,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,991,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,991,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,961,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $937 | TotalTaxAmt |
| Distributable Before Adj | $97,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,398 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,398 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $937 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $469,461 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $480,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $519,072 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $456,527 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,191 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $373,464 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,873,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $373,275 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,246,535 | 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 | $480,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,766,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $519,072 | ExcessFromYear4Amt |
| Excess From Year3 | $456,527 | ExcessFromYear3Amt |
| Excess From Year2 | $44,191 | ExcessFromYear2Amt |
| Excess From Year1 | $373,464 | ExcessFromYear1Amt |
| Excess From Current Year | $373,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MINDY NUSSBAUM-BELL VP BANKERS TRUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152452965 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF CONTRIBUTION OR GRANT, INCLUDING STATEMENT THE ORGANIZATION IS TAX-EXEMPT UNDER 501(C)(3), THE AMOUNT REQUESTED, AND A DESCRIPTION OF PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DES MOINES ART CENTER | |||||||
| 4700 GRAND | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| FOUNDATION FOR ALT MEDICINE | |||||||
| PO BOX 2860 | LOVELAND | CO | 80539 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| PAUL TAYLOR DANCE FDTN | |||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| DES MOINES COMMINITY FDTN | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50321 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| THE RIVER FUND | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILLS | NY | 11418 | NONE | PUBLIC CHARITY | DISASTER RELIEF IN POVERTY STRICKEN AREAS | $5,000 |
| FRIENDS OF HUDSON RIVER | |||||||
| 305 7TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATIONSGENERAL OPERATIONS | $2,500 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | PUBLIC CHARITY | LEARNING CENTER ANNUAL FUND | $7,500 |
| DENVER ACTIVITIES 2030'S | |||||||
| 764 SOUTH PEARL STREET | DENVER | CO | 80209 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $6,350 |
| TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | HUBBEL FUND FOR ENVIRONMENTAL STUDIES | $50,000 |
| THE FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| THE FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | PUBLIC CHARITY | SCHOLARSHIP FUND FOR JOAKIM PHILBERT | $1,600 |
| ANAWIM HOUSING LEGACY CIRCLE | |||||||
| 2024 FOREST AVE | DES MOINES | IA | 50311 | NONE | PUBLIC CHARITY | GENERAL OPERATION | $10,000 |
| BROADLANDS MEDICAL | |||||||
| 1801 HICKMAN RD | DES MOINES | IA | 50314 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $30,000 |
| COMMUNITY FDTN OF GREATER DES MOINES | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | PARTNERSHIP FOR A HUNGER FREE POLK COUNTY | $15,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 3829 GRAND AVE | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| DENVER MUSEUM OF NATURE AND SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,100 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | DMMO CARNEGIE LIBRARY CAMPAIGN | $100,000 |
| APOPO US | |||||||
| 1133 15TH ST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| COOPERATIVE ASSISTANCE FOR RELIEF EVERYWHERE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DES MOINES WATER WORKS FDTN | |||||||
| PO BOX 12009 | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DES MOINES WATER WORKS PARK FDTN | |||||||
| PO BOX 12009 | DES MOINES | IA | 50321 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100,000 |
| ENVIRONMENTAL LAW & POLICY CENTER | |||||||
| 35 E WACKER | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 |
| FOUNDATION FOR ANGELMAN SYNDROME THER | |||||||
| PO BOX 608 | DOWNERS GROVE | IL | 60515 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,100 |
| FRIENDS OF CONSERVATION | |||||||
| 465 WEST DOMINION DR | WOOD DALE | IL | 60191 | NONE | PUBLIC CHARITY | GOLDEN TRIANGLE ELEPHANT FOUNDATION | $1,000 |
| KCRW | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 94005 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| MAKE A WISH FDTN | |||||||
| 3024 104TH ST | DES MOINES | IA | 50322 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | APOLLO CIRCLE FUND | $2,000 |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY | SAN ANTONIO | TX | 78232 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| ACLU FDTN | |||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| ROCKY MOUNTAIN YOUTH MEDICAL | |||||||
| 9197 GRAND STREET | THORNTON | CO | 80229 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,100 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | PUBLIC CHARITY | INJURED MARINE FUND | $1,000 |
| SIMPSON COLLEGE | |||||||
| 701 NORTH C ST | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | IOWA HISTORY CENTER | $5,000 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| BOYS & GIRLS CLUBS OF DENVER | |||||||
| 2017 WEST 9TH AVE | DENVER | CO | 80204 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,100 |
| CARNEGIE INSTITUTION FOR SCIENCE | |||||||
| 1530 P ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,100 |
| THE AMANDA FOUNDATION | |||||||
| 351 NORTH FOOTHILL RD | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE FRICK COLLECTION ANNUAL FUND | |||||||
| 1 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| THE NAF | |||||||
| 505 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OCEAN CLEAN UP | $3,000 |
| THE RIVER FUND | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILLS | NY | 11418 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| THE WASHINGTON MARKET SCHOOL | |||||||
| 55 HUDSON ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| DES MOINES COUNTY HUMANE SOCIETY | |||||||
| 2000 N ROOSEVELT AVE | BURLINGTON | IA | 52601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| UNHCR | |||||||
| 1775 K STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| COMMUNITY FDTN OF GREATER DES MOINES | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | BETTER TOGETHER FUND | $100 |
| YMCA OF GREATER DES MOINES | |||||||
| 501 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $20,000 |
| THE CONSERVATION FUND | |||||||
| 1655 NORTH FORT MYER DR | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,650 | 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 | 18 | ExclusionCd |
| Exclusion | $76,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,463 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $8,905 | $31,389 |
| ABBVIE INC | $7,023 | $38,684 |
| DEERE & CO0 | $6,334 | $46,953 |
| DELL TECHNOLOGIES | $8,921 | $15,362 |
| DODGE & COX INTL STOCK FD | $30,000 | $35,109 |
| FISERV | $14,449 | $74,744 |
| JOHNSON & JOHNSON | $13,204 | $27,944 |
| MACERICH | $363,691 | $1,139,154 |
| MICROSOFT | $26,490 | $85,540 |
| ORACLE CORP | $3,879 | $10,638 |
| PEPSICO | $15,831 | $29,980 |
| PROCTER & GAMBLE | $14,415 | $20,673 |
| RMR GROUP | $100 | $415 |
| TOLL BROTHERS | $7,538 | $19,208 |
| US BANCORP | $5,445 | $11,788 |
| WALMART | $13,640 | $54,313 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 | AT COST | $17,322 | $22,869 |
| MFS INTL GROWTH FD | AT COST | $30,000 | $39,378 |
| T ROWE PRICE INTL GROWTH | AT COST | $30,000 | $32,586 |
| SENIOR HOUSING PROPERTIES TRUST | AT COST | $15,351 | $13,405 |
| VANGUARD 500 INDEX FD | AT COST | $30,872 | $37,498 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $168 | $0 | $0 |
| FORM 990PF PY | $2,016 | $0 | $0 |
| FORM 990PF EST | $3,080 | $0 | $0 |