IRA D KAUFFMAN CHARITABLE COMMUNITY TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- IRA D KAUFFMAN CHARITABLE COMMUNITY TR (EIN 39-1873380)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201741289349100754
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T08:40:25-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421462849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LWBJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 SOUTH DUFF AVE STE 2 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | 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 | 391873380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA B KAUFFMAN CHARITABLE COMMUNITY TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAUF | BusinessNameControlTxt |
| Phone | 6414832559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 668 | AddressLine1Txt |
| City | STATE CENTER | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI MARTIN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6414832559 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WOIWOOD | PreparerPersonNm |
| PTIN | P01518443 | PTIN |
| Phone | 5152331975 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.120.34.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 13:47:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1DCD2E0235875ABC8722EC38953BFD74C63BF01C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ABE59912B9AE7C5680422B754A1E85917BAE6446 | 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 | $1,531,696 | 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 | $24,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,164 | 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 |
| Legal Fees Rev And Expnss | $1,570 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,570 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $837 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,761 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,761 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,747 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,410,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,472,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,531,196 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,420,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,472,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,531,696 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,005,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,005,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $415,086 | RetainedEarningBOYAmt |
| Retained Earning EOY | $467,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,420,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,420,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,472,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,420,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,472,929 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,929 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $349,712 | $262,340 | $87,372 | $87,372 |
| CAPITAL GAINS DIVIDENDS | P | $25,041 | $25,041 | $25,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,413 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,578,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040369 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,408 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,595,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,389,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,022 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,417,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,940 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,434,172 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024362 | DistributionYr5Rt |
| Total Distribution | 0.207467 | TotalDistributionRt |
| Average Distribution | 0.041493 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,588,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,905 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,168 | 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 | $1,340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $139 | OverpaymentAmt |
| Applied To ES Tax | $139 | 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 | 0 | 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 | LORI MARTIN | IndividualWithBooksNm |
| Phone | 6414832559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 668 | AddressLine1Txt |
| City | STATE CENTER | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50247 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| HARLAN QUICK | ||||||||
| PO BOX 306 | STATE CENTER | IA | 50247 | CHAIRMAN/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MIKE RIEMENSCHNEIDER | ||||||||
| 311 2ND ST NW | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVE LIVELY | ||||||||
| PO BOX 414 | STATE CENTER | IA | 50247 | VICE CHAIRMAN/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MISTY BUNN | ||||||||
| 208 3RD AVE NE | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HOWARD DARROW | ||||||||
| 106 4TH ST SE | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LEE WILKINSON | ||||||||
| PO BOX 296 | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LORI MARTIN | ||||||||
| PO BOX 461 | STATE CENTER | IA | 50247 | SECRETARY/TREASURER | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CITY OF STATE CENTER LIBRARY PROJECT - COMMUNITY ROOM | Description1Txt |
| Expenses1 | $27,000 | Expenses1Amt |
| Description2 | GUTEKUNST PUBLIC LIBRARY - LIBRARY ADDITION/RENOVATION PROJECT | Description2Txt |
| Expenses2 | $19,000 | Expenses2Amt |
| Description3 | CITY OF STATE CENTER - COMMUNITY ROOM | Description3Txt |
| Expenses3 | $15,500 | Expenses3Amt |
| Description4 | ROSE FESTIVAL ASSOCATION - ROSE FESTIVAL FIREWORKS | Description4Txt |
| Expenses4 | $7,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,574,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,612,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,612,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,588,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,340 | TotalTaxAmt |
| Distributable Before Adj | $78,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,340 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,828 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,005 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,005 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $51,914 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CITY CLERKS OFFICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST MAIN STREET | AddressLine1Txt |
| City | STATE CENTER | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6414832559 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS AVAILABLE ONLINE AT WWW.STATECENTERIOWA.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANT MUST BE A STATE CENTER, IOWA, NONPROFIT ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF STATE CENTER | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | FOURTH PAYMENT ON A TEN-YEAR COMMITMENT TO THE RENOVATION OF THE COMMUNITY ROOM | $15,500 |
| CITY OF STATE CENTER LIBRARY PROJECT | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | CITY OF STATE CENTER LIBRARY - GUTEKUNST PUBLIC LIRARY | $27,000 |
| ROSE FESTIVAL ASSOCIATION | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | YOUTH EVENTS AT 2015 ROSE FESTIVAL | $7,000 |
| ROSE GARDEN | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | PATIO & PERGOLA ADDITIONS FOR THE ROSE GARDEN | $1,717 |
| SCDA - DEPOT | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | COMPLETE EXTERIOR RENOVATION INCLUDING PLATFORM, OBSERVATION BAY, AND REPLACING DOORS AND WINDOWS | $2,000 |
| SCDA - FARMERS MARKET | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | PUBLIC ENTERTAINMENT, VENDORS, AND FOOD | $2,500 |
| STATE CENTER PARKREC | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | STATE CENTER PARK & REC - LITTLE LEAGUE EXPENSES | $4,044 |
| GUTEKUNST PUBLIC LIBRARY | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | LIBRARY ADDITION/RENOVATION PROJECT | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,761 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,751 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $112,413 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $137,164 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,164 | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $837 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE 2014 QUALIFYING DISTRIBUTION ($78,877) WILL BE MADE FIRST OUT OF THE 2013 UNDISTRIBUTED INCOME ($55,691), AND LASTLY OUT OF THE 2014 DISTRIBUTABLE INCOME ($37,601). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEW PERSPECTIVE FUND | $264,815 | $283,592 |
| INV. CO OF AMERICA - CLASS A | $139,178 | $139,178 |
| INCOME BUILDER - CLASS A | $273,975 | $270,683 |
| INCOME FUND - CLASS A | $6,285 | $6,285 |
| BALANCED FUND | $232,010 | $292,883 |
| BOND FUND - CLASS A | $267,049 | $258,445 |
| PACIFIC LIFE | $288,117 | $279,130 |
| AMERICAN FUNDS MONEY MARKET FUND | $1,000 | $1,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,570 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,570 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INCOME TAXES 2016 | $2,041 | $2,041 | $0 |
| FOREIGN TAX PAID | $274 | $274 | $0 |