FRED AND CHARLOTTE HUBBELL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND CHARLOTTE HUBBELL FOUNDATION (EIN 39-1878112)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201731299349101503
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T13:35:48-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-28 | 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 | 2017-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.23.131.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-28 | IPDt |
| IP Tm | 06:48:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 48790CE0A1F7B42F6F28A632509CEAEB77620D1A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48790CE0A1F7B42F6F28A632509CEAEB77620D1A | 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 | $2,168,200 | 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 | $57,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $993,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,060 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $322,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,881 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,440 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,441 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $188 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $187 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $748 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $479,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $479,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $508,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $493,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$186,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,997 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $94,947 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $89,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $93,102 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $845,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $576,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,644,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $94,834 | CorporateBondsBOYAmt |
| Mortgage Loans BOY | $89,688 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $82,807 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $89,016 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $102,385 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $305,682 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $308,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,274,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,088,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,168,200 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$186,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,274,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,088,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,274,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,088,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,274,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$186,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,088,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,088,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG TERM | P | $929,062 | $727,949 | $201,113 | $201,113 |
| CAPITAL GAINS DIVIDENDS | P | $63,947 | $63,947 | $63,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,706,878 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065933 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $592,554 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,756,334 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.214979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $671,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,077,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.218233 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $648,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,444,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.188417 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $595,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,844,963 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154766 | DistributionYr5Rt |
| Total Distribution | 0.842328 | TotalDistributionRt |
| Average Distribution | 0.168466 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,454,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $413,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $416,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $493,128 | 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 | $3,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,064 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,064 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,016 | TaxDueAmt |
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 | $2,440,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,492,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,492,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,454,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,080 | TotalTaxAmt |
| Distributable Before Adj | $119,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $493,128 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $493,128 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,080 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $490,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $404,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $480,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $519,072 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $456,527 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,904,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $493,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $373,464 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,277,678 | 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 | $404,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,873,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $480,006 | ExcessFromYear4Amt |
| Excess From Year3 | $519,072 | ExcessFromYear3Amt |
| Excess From Year2 | $456,527 | ExcessFromYear2Amt |
| Excess From Year1 | $44,191 | ExcessFromYear1Amt |
| Excess From Current Year | $373,464 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UP WITH PEOPLE | |||||||
| 6800 BROADWAY - STE 106 | DENVER | CO | 80221 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| YOUTH AND SHELTER SERVICES | |||||||
| 420 KELLOGG AVE | AMES | IA | 50010 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200 |
| PAUL TAYLOR DANCE FDTN | |||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| THE FRICK COLLECTION ANNUAL FUND | |||||||
| 1 EAST 70TH ST | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| DES MOINES WATER WORKS PARK FDTN | |||||||
| PO BOX 12009 | DES MOINES | IA | 50321 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100,000 |
| DES MOINES SYMPHONY | |||||||
| 1011 LOCUST | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| VINTON COMMUNITY FUND | |||||||
| 401 B AVENUE | VINTON | IA | 52349 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | FUND FOR ENVIRONMENTAL STUDIES | $50,000 |
| COLLIER HOSPICE CENTER | |||||||
| 3210 LUTHERAN PARKWAY | WHEAT RIDGE | CO | 80033 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| ST PAULS EPISCOPAL CHURCH | |||||||
| 815 HIGH ST | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200 |
| ANAWIN HOUSING LEGACY CIRCLE | |||||||
| 2024 FORESY AVE | DES MOINES | IA | 50311 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| SIMPSON COLLEGE | |||||||
| 701 NORTH C ST | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | CULVER PUBLIC POLICY CENTER | $5,000 |
| YMCA OF GREATER DES MOINES | |||||||
| 501 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $25,000 |
| BROADLAWNS MEDICAL CENTER FDTN | |||||||
| 1801 HICKMAN ROAD | DES MOINES | IA | 50314 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $40,000 |
| ENVIRONMENTAL LAW & POLICY CENTER | |||||||
| 35 E WACKER | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| COMMUNITY FDTN OF GREATER DES MOINES | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | OPERATING FUND | $5,000 |
| THE FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | PUBLIC CHARITY | JOAKIM PHILBERT SCHOLARSHIP FUND | $1,600 |
| THE FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| YOUTH HOMES OF MID AMERICA | |||||||
| PO BOX 39 | JOHNSTON | IA | 50131 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| DES MOINES PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| ST PIUS X CATHOLIC CHURCH | |||||||
| 3663 66TH STREET | URBANDALE | IA | 50322 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $200 |
| DES MOINES METRO OPERA | |||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | DMMO CARNEGIE LIBRARY CAMPAIGN | $100,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | APOLLO CIRCLE FUND | $2,000 |
| THE RIVER FUND | |||||||
| 89-11 LEFFERTS BLVD | RICHMOND HILLS | NY | 11418 | NONE | PUBLIC CHARITY | DISASTER RELIEF IN POVERTY STRICKEN AREAS | $5,000 |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| CB 3130 FEDEX CENTER | CHAPEL HILL | NC | 27599 | NONE | PUBLIC CHARITY | STUDY ABROAD PROGRAM | $5,000 |
| CFDA FOUNDATION INC | |||||||
| 65 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY | SAN ANTONIO | TX | 78232 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| ACLU FOUNDATION | |||||||
| 1313 W 8TH ST | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| DES MOINES WATER WORKS FDTN | |||||||
| PO BOX 12009 | DES MOINES | IA | 50312 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE NAF | |||||||
| 505 8TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OCEAN CLEAN UP | $1,000 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | ND | 20077 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CARE | |||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE FOUNDATION FOR TOMORROW | |||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| FRIENDS OF CONSERVATION | |||||||
| 465 WEST DOMINION DR | WOOD DALE | IL | 60191 | NONE | PUBLIC CHARITY | GOLDEN TRIANGLE ELEPHANT FOUNDATION | $1,000 |
| THE AMANDA FOUNDATION | |||||||
| 351 NORTH FOOTHILL RD | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| CALIFORNIA HIGHWAY PATROL FDTN | |||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| UNHCR | |||||||
| 1775 K STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| KCRW | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 94005 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | NONE | PUBLIC CHARITY | INJURED MARINE FUND | $1,000 |
| MAKE A WISH FDTN | |||||||
| 3024 104TH ST | DES MOINES | IA | 50322 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| APOPO US | |||||||
| 1133 15TH ST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| COMMUNITY FDTN OF GREATER DES MOINES | |||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | HUNGER FREE POLK COUNTY CAMPAIGN | $15,000 |
| CARNEGIE INSTITUTE FOR SCIENCE | |||||||
| 1530 P STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CONSERVATION FUND | |||||||
| 1655 NORTH FORT MEYER DR | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| DENVER MUSEUM OF NATURE AND SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| BOYS & GIRLS CLUBS OF METRO DENVER | |||||||
| 2017 WEST 9TH AVE | DENVER | CO | 80204 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| DENVER ACTIVITIES 2030'S | |||||||
| 764 SOUTH PEARL STREET | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | CHRISTMAS FOR KIDS | $2,500 |
| THERE WITH CARE | |||||||
| 2825 WILDERNESS PLACE | BOULDER | CO | 80301 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| ROCKY MOUNTAIN YOUTH MEDICAL | |||||||
| 9197 GRAND STREET | THORNTON | CO | 80229 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| DENVER KIDS INC | |||||||
| 1860 LINCOLN STREET | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| FOUNDATION FOR ANGELMAN SYNDROME THER | |||||||
| PO BOX 608 | DOWNERS GROVE | IL | 60515 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| WORLD FOOD PRIZE FOUNDATION | |||||||
| 100 LOCUST STREET | DES MOINES | IA | 50309 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,500 | 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 | 14 | ExclusionCd |
| Exclusion | $57,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $265,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $322,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $322,376 | 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 | $375 | Amt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $187 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $8,905 | $21,126 |
| ABBVIE INC | $7,023 | $25,048 |
| DEERE & CO0 | $6,334 | $30,912 |
| DELL TECHNOLOGIES | $8,921 | $10,389 |
| DODGE & COX INTL STOCK FD | $30,000 | $28,878 |
| FISERV | $14,449 | $60,580 |
| SWISS RE SOLUTIONS | $36,915 | $37,845 |
| JOHNSON & JOHNSON | $13,204 | $23,042 |
| MACERICH | $363,691 | $1,228,649 |
| MICROSOFT | $26,490 | $62,140 |
| ORACLE CORP | $3,879 | $8,651 |
| PEPSICO | $15,831 | $26,158 |
| PROCTER & GAMBLE | $14,415 | $18,918 |
| RMR GROUP | $100 | $277 |
| TOLL BROTHERS | $7,538 | $12,400 |
| US BANCORP | $5,445 | $11,301 |
| WALMART | $13,640 | $38,016 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $89,935 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $93,102 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 | AT COST | $17,322 | $20,228 |
| MFS INTL GROWTH FD | AT COST | $30,000 | $30,409 |
| T ROWE PRICE INTL GROWTH | AT COST | $30,000 | $27,608 |
| SENIOR HOUSING PROPERTIES TRUST | AT COST | $15,351 | $13,251 |
| VANGUARD VALUE INDEX FD | AT COST | $6,768 | $7,608 |
| VANGUARD 500 INDEX FD | AT COST | $206,241 | $209,651 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $748 | $748 | $0 |
| FORM 990PF PY | $167 | $0 | $0 |
| FORM 990PF EST | $1,064 | $0 | $0 |