LSB FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2017-12-14
- IRS object ID
- 201723489349100207
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2017-12-14T16:30:51-06:00 | ReturnTs |
| Tax Period End | 2017-07-31 | 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 SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | 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 | 3192331900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 TOWER PARK DR | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E THIELEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3192331900 | PhoneNum |
| Signature | 2017-12-08 | 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 | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-08 | IPDt |
| IP Tm | 11:38:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A8E026512FB52CAD7623ECFE1ACDFE7FF2CEC565 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63F0EEB24C910906BC6653715CD0B4582F1A1648 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,376 | 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 | $211,406 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $452 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $452 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$69 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,048 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $821 | 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 | $2,457 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,228 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,229 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $774 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $774 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,574 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,020 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,356 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $59,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,376 | 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 | $59,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,617 | 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 |
|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | P | 2012-07-05 | 2016-09-09 | $1,029 | $1,117 | -$88 | -$88 |
| CAPITAL GAINS DIVIDENDS | P | $19 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$69 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,064 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.081348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $286,073 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $76,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.761495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,104 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,681 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.003393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $94,510 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.341467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,727 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $91,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.105032 | DistributionYr5Rt |
| Total Distribution | 10.292735 | TotalDistributionRt |
| Average Distribution | 2.058547 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,252 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $206,601 | 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 |
| Total Payments And Credits | $33 | TotalPaymentsAndCreditsAmt |
| 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 | JAMES S 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| STEVE TSCHERTER | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MIKE PETERSON | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JEFFREY DRALLE | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MILT DAKOVICH | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DENNY PRESNALL | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SCOTT BUSH | ||||||||
| 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 |
| DAVID DEEDS | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.00 | $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 |
| ERIK SKOVGARD | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CLEM HAVLIK | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE (PART-YEAR) | 0.50 | $0 | $0 | $0 |
| DICK RICKERT | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE (PART-YEAR) | 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 | $11,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,601 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $206,601 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $206,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $96,169 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,870 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $282,270 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,887 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $783,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $986,252 | 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 | $96,169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $890,083 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,056 | ExcessFromYear4Amt |
| Excess From Year3 | $118,870 | ExcessFromYear3Amt |
| Excess From Year2 | $282,270 | ExcessFromYear2Amt |
| Excess From Year1 | $163,887 | ExcessFromYear1Amt |
| Excess From Current Year | $203,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES E THIELEN | 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 RECVD ON A CALENDAR QRTRLY BASIS.ALL TIMES ARE SPECIFIED ON THE GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX QUALIFIED ORGANIZATIONS WITH IN THE GEORGRAPHIC MARKETS SERVED BY LINCOLN SAVINGS BANK | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALL VETERAN MEMORIAL PROJECT | ||||||||
| C/O KAREN ALBERTS 503 N MAIN ST PO | BOX 158 | ALLISON | IA | 50602 | NONE | PC | GENERAL OPERATING | $2,500 |
| ALLEN MEMORIAL HOSPITAL CORP | ||||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ALTERNATIVES PREGNANCY CENTER | ||||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $2,250 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING | $1,654 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1035 N CENTER PT RD STE B | HIAWATHA | IA | 52233 | NONE | PC | GENERAL OPERATING | $1,861 | |
| AMERICANS FOR INDEPENDENT LIVING | ||||||||
| 2530 UNIVERSITY AVE | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $500 | |
| AMVET POST 10 | ||||||||
| 1934 IRVING ST | CEDAR FALLS | IA | 50613 | NONE | PC | 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 FAMILY YMCA | ||||||||
| 1102 N ANKENY BLVD | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ANKENY KIWANIS CLUB FOUNDATION | ||||||||
| 504 W 1ST ST | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING | $1,000 | |
| APLINGTON RECREATION COMPLEX | ||||||||
| 1311 PARRIOTT ST | APLINGTON | IA | 50604 | NONE | GOV | 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 | $650 | |
| BACK TO SCHOOL PROJECT | ||||||||
| C/O RUTH ORTH PO BOX 2334 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $949 | |
| BAILEY PARKFAIRVIEW ELEMENTARY SCHOOL | ||||||||
| 1310 HOBART STREET | GRINNELL | IA | 50112 | NONE | GOV | GENERAL OPERATING | $2,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHEAST IOWA | ||||||||
| 2530 UNIVERSITY AVE STE 8 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $2,125 | |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | ||||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,253 | |
| 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 | $300 | |
| CEDAR BEND HUMANE SOCIETY INC | ||||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $3,253 | |
| CEDAR FALLS COMMUNITY SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $400 | |
| CEDAR HEIGHTS ELEMENTARY | ||||||||
| 2417 RAINBOW DR | CEDAR FALLS | IA | 50613 | NONE | GOV | GENERAL OPERATING | $689 | |
| CEDAR VALLEY CANCER COMMITTEE - BEYOND PINK | ||||||||
| 4756 CHAROLAIS DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CEDAR VALLEY HOSPICE | ||||||||
| 2101 KIMBALL AVE STE 401 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CEDAR VALLEY UNITED WAY | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $504 | |
| CHILDREN AND FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVE | DES MOINES | IA | 50314 | NONE | PC | GENERAL OPERATING | $1,500 | |
| CITY OF ALLISON | ||||||||
| 410 NORTH MAIN STREET | ALLISON | IA | 50602 | NONE | GOV | GENERAL OPERATING | $1,500 | |
| CITY OF GRINNELL | ||||||||
| 520 4TH AVE | GRINNELL | IA | 50112 | NONE | GOV | GENERAL OPERATING | $500 | |
| CITY OF REINBECK | ||||||||
| 414 MAIN ST | REINBECK | IA | 50669 | NONE | GOV | GENERAL OPERATING | $5,662 | |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | ||||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COVENANT FOUNDATION - LORI'S DREAM TEAM ENDOWMENT | ||||||||
| 3421 W 9TH STREET | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $17,500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING | $660 | |
| DENVER SCHOOL DISTRICT | ||||||||
| 541 E EAGLE STREET | DENVER | IA | 50622 | NONE | GOV | GENERAL OPERATING | $1,000 | |
| EASTER SEALS | ||||||||
| 2920 30TH ST | DES MOINES | IA | 50310 | NONE | PC | GENERAL OPERATING | $4,642 | |
| FAMILY & CHILDREN'S COUNCIL OF BLACK HAWK COUNTY | ||||||||
| 2051 KIMBALL AVE | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $500 | |
| FATHER BRUNKAN CHARITY FUND | ||||||||
| ST MARY CATHOLIC CHURCH PO BOX 480 | GREENE | IA | 506360480 | NONE | PC | GENERAL OPERATING | $150 | |
| G-R DAYCARE LITTLE REBELS LEARNING CTR | ||||||||
| 120 CEDAR STREET | REINBECK | IA | 506691418 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GLADBROOK-REINBECK COMMUNITY SCHOOLS | ||||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | GOV | GENERAL OPERATING | $5,913 | |
| 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 | |
| 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 | |
| GREATER POWESHIEK COMMUNITY FOUNDATION | ||||||||
| 1510 PENROSE ST | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GREENE AREA CHAMBER | ||||||||
| 220 NORTH CHESTNUT | JEFFERSON | IA | 50129 | NONE | GOV | GENERAL OPERATING | $50 | |
| GREENE FIREFIGHTERS ASSN | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING | $50 | |
| GREENE PUBLIC LIBRARY | ||||||||
| 231 W TRAER ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING | $2,000 | |
| GREENE VOLUNTEER AMBULANCE SERVICE | ||||||||
| 213 N 2ND ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATINGGENERAL OPERATING | $50 | |
| GRINNELL NEWBURG DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 344 | GRINNELL | IA | 50112 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 | |
| GRINNELL REGIONAL MEDICAL CENTER | ||||||||
| 210 4TH AVE | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GRUNDY CENTER YMCA | ||||||||
| 1006 M AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | BEFORE & AFTER SCHOOL PROGRAM | $333 | |
| 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 | $209 | |
| HAWKEYE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1501 EAST ORANGE ROAD PO BOX 8015 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HUDSON EDUCATION FUND | ||||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PC | GENERAL OPERATING | $1,000 | |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVE 1034 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $500 | |
| IOWA STATE UNIVERSITY | ||||||||
| 1750 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | GOV | SCHOLARSHIP | $1,000 | |
| JESUP SCHOOLS | ||||||||
| 531 PROSPECT ST | JESUP | IA | 50648 | NONE | GOV | GET BACK ON THE TRACK CAMPAIGN | $720 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | ||||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,053 | |
| KIDQUEST DAYCARE | ||||||||
| 427 NASH ST | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $1,350 | |
| KOATS FOR KIDS | ||||||||
| WATERLOO COMMUNITY FOUNDATION PO | BOX 1253 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $500 |
| LUTHERAN SERVICES IN IOWA INC | ||||||||
| 904 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,500 | |
| MAGICAL MIX KIDS | ||||||||
| 721 SHIRLEY STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $350 | |
| MIRACLE TRAVEL WORKS INC | ||||||||
| 2201 SW WHITE BIRCH DRIVE | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING | $500 | |
| NASHUA COMMUNITY FOUNDATION | ||||||||
| 612 GREELEY ST | NASHUA | IA | 50658 | NONE | GOV | GENERAL OPERATING | $238 | |
| NASHUA-PLAINFIELD HIGH SCHOOL | ||||||||
| 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 | |
| NORTH BUTLER SPORTS COMPLEX | ||||||||
| 201 N 5TH ST | GREENE | IA | 50636 | NONE | GOV | GENERAL OPERATING | $4,000 | |
| NORTH SHORE BOAT CLUB FOR ISLAND PARK BEACH HOUSE | ||||||||
| PO BOX 253 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $30,802 | |
| NORTHEAST IOWA FOOD BANK | ||||||||
| 106 E 11TH ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,150 | |
| PANTHER SCHOLARSHIP FUND | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING | $1,100 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 108 3RD ST 350 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $500 | |
| PREVENT CHILD ABUSE IOWA | ||||||||
| 2704 FLEUR DRIVE | DES MOINES | IA | 50321 | NONE | PC | GENERAL OPERATING | $2,340 | |
| QUOTA INTERNATIONAL OF WATERLOO | ||||||||
| PO BOX 1261 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $1,000 | |
| REINBECK AMERICAN LEGION | ||||||||
| 414 MAIN ST | REINBECK | IA | 50669 | NONE | GOV | GENERAL OPERATING | $800 | |
| REINBECK COMMUNITY DEVELOPMENT CORP | ||||||||
| 414 MAIN ST | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING | $2,500 | |
| REINBECK DAYCARE | ||||||||
| 120 CEDAR STREET | REINBECK | IA | 50669 | NONE | PC | GENERAL OPERATING | $3,000 | |
| SALVATION ARMY OF WATERLOOCEDAR FALLS | ||||||||
| 218 LOGAN AVE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $100 | |
| SOUTH TAMA HIGH SCHOOL | ||||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | GOV | DOLLARS FOR SCHOLARS | $1,000 | |
| SOUTH TAMA MUSIC | ||||||||
| 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 FRANCIS MANOR | ||||||||
| 2021 4TH AVE | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $1,000 | |
| TAMA COUNTY HUMANE SOCIETY | ||||||||
| 1406 E 5TH ST | TAMA | IA | 52339 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE HAWKEYE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1501 EAST ORANGE ROAD PO BOX 8015 | WATERLOO | IA | 507048015 | NONE | GOV | SCHOLARSHIPS | $5,000 | |
| UNI FOUNDATION | ||||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING | $2,100 | |
| VOLUNTEER CENTER OF CEDAR VALLEY | ||||||||
| 2101 KIMBALL AVE STE 136 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $300 | |
| WARTBUG COLLEGE | ||||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING | $3,000 | |
| WATERLOO DEVELOPMENT CORP | ||||||||
| 10 W 4 ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WATERLOO HOUSING TRUST FUND | ||||||||
| 229 E PARK AVE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $500 | |
| WATERLOO KIWANIS CLUB | ||||||||
| PO BOX 1502 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $235 | |
| WATERLOO VISITING NURSES | ||||||||
| 2530 UNIVERSITY AVE | WATERLOO | FL | 50701 | NONE | PC | GENERAL OPERATING | $350 | |
| WATERLOO WEST BPA | ||||||||
| 1516 WASHINGTON ST | WATERLOO | IA | 50702 | NONE | GOV | GENERAL OPERATING | $80 | |
| WATERLOO-CEDAR FALLS SYMPHONY | ||||||||
| GALLAGHER BLUEDORN PAC | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $1,230 | |
| WAVERLY AREA VETERANS POST | ||||||||
| 208 8TH AVE SW | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING | $2,500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL OPERATING | $1,480 | |
| YOUTH EMERGENCY SERVICES & SHELTER | ||||||||
| 918 SE 11TH STREET | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $500 | |
| YWCA OF BLACK HAWK COUNTY | ||||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $7,189 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,574 | 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 | $452 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$69 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $821 | ExclusionAmt |
| Related Or Exempt Function Incm | -$69 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752 | 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 (4 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 | $129,165 | Yes (X) |
| NORTH SHORE BOAT CLUB | ||||||
| 2 | PO BOX 253 | CEDAR FALLS | IA | 50613 | $8,800 | Yes (X) |
| WESTERN HOMES COMMUNITIES | ||||||
| 3 | 5300 S MAIN ST | CEDAR FALLS | IA | 50613 | $10,000 | Yes (X) |
| MILLION DOLLAR ROUND TABLE FOUNDATION | ||||||
| 4 | 325 WEST TOUHY AVE | PARK RIDGE | IL | 60068 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,457 | Amt |
| Net Investment Income | $1,228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,229 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,597 | EOYBookValueAmt |
| EOYFMV | $11,356 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $47 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $1,548 | Amt |
| Net Investment Income | $774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $774 | DisbursementsCharitablePrpsAmt |