JOHN J AND JUDY A ARLEDGE CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN J AND JUDY A ARLEDGE CHARITABLE FOUNDATION (EIN 30-0348285)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349103652
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:10:21-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean E Ballinger CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2752 Division Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300348285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John J & Judy A Arledge Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3197539136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 North Main Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC BENNE | PersonNm |
| Person Title | VP & TO | PersonTitleTxt |
| Phone | 3197539136 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEAN E BALLINGER | PreparerPersonNm |
| Phone | 3197527500 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.18.25.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 12:10:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8FBFA6F38730AB3762354EE2F0853F5CAF11640D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8FBFA6F38730AB3762354EE2F0853F5CAF11640D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $575 | 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 | $47,799 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $216 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $455 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $575 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $866 | TotalAssetsBOYAmt |
| Total Assets EOY | $575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $575 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $866 | CapitalStockBOYAmt |
| Capital Stock EOY | $575 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $47,815 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $47,799 | CostOrOtherBasisAmt |
| Gain Or Loss | $16 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $16 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $927 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 52.532902 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,070 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 13.356672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,284 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.892506 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $1,966 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,993 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,700 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.466623 | DistributionYr5Rt |
| Total Distribution | 70.248703 | TotalDistributionRt |
| Average Distribution | 14.049741 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,975 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,975 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,450 | 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 |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Two Rivers Bank & Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3197539130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 North Main Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Two Rivers Bank & Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 North Main Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $216 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $721 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $36 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,736 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,450 | QualifyingDistributionsAmt |
| Applied To Current Year | $36 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,414 | RemainingDistriFromCorpusAmt |
| Total Corpus | $205,577 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,736 | ExcessFromYear3Amt |
| Excess From Year2 | $80,771 | ExcessFromYear2Amt |
| Excess From Year1 | $48,656 | ExcessFromYear1Amt |
| Excess From Current Year | $47,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCC Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 West Agency Road | AddressLine1Txt |
| City | West Burlington | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Foundation | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Scholarships | GrantOrContributionPurposeTxt |
| Amt | $47,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN J JUDY A ARLEDGE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6124 Nikonha Place | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $47,799 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALTRIA GROUP INC - 80 SHS | $4,966 | 2016-04-14 |
| 1 | PHILIP MORRIS INTERNATIONAL - 60 SHS | $6,031 | 2016-04-14 |
| 1 | PHILIP MORRIS INTERNATIONAL - 145 SHS | $14,791 | 2016-07-06 |
| 1 | PHILIP MORRIS INTERNATIONAL - 145 SHS | $14,857 | 2016-07-08 |
| 1 | VISA INCORPORATED, CLASS A - 90 SHS | $7,153 | 2016-11-16 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly traded securities | AssetDesc |
| How Acquired | Donated | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARKET SALES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $47,815 | GrossSalesPriceAmt |
| Basis | $47,799 | BasisAmt |
| Total Net | $16 | TotalNetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |