FRED AND CHARLOTTE HUBBELL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND CHARLOTTE HUBBELL FOUNDATION (EIN 39-1878112)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-04
- IRS object ID
- 201631259349100443
- Schema version
- 2015v2.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-04T17:00:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152452965 | PhoneNum |
| Signature | 2016-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452831 | PhoneNum |
| Preparation | 2016-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,669,399 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $63,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$42,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $21,649 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,808 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,967 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,484 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,484 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,561 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,048 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $198,876 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $184,635 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $197,684 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,043,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $910,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,288,652 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $133,105 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $132,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $136,015 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,442,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,274,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,669,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,442,302 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,274,560 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,442,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,274,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,442,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,274,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,442,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $312 | OtherIncreasesAmt |
| Subtotal | $1,274,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,274,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 605.08 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-01-20 | $605 | $593 | $12 | $12 | ||
| 51.9 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 2015-01-26 | $52 | $51 | $1 | $1 | 1998-04-24 | |
| 409.66 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-01-26 | $410 | $413 | -$3 | -$3 | 1998-04-24 | |
| 13.93 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-01-26 | $14 | $14 | 2007-08-21 | |||
| .29 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 02/1 | 2015-02-11 | 2008-06-18 | |||||
| 429.93 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-02-20 | $430 | $421 | $9 | $9 | ||
| 39.02 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-02-25 | $39 | $38 | $1 | $1 | 1998-04-24 | |
| 154.65 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-02-25 | $155 | $156 | -$1 | -$1 | 1998-04-24 | |
| 11.81 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-02-25 | $12 | $12 | 2007-08-21 | |||
| 396.5 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-03-20 | $397 | $388 | $9 | $9 | ||
| 61.49 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-03-25 | $61 | $60 | $1 | $1 | 1998-04-24 | |
| 152.84 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-03-25 | $153 | $154 | -$1 | -$1 | 1998-04-24 | |
| 12.49 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-03-25 | $12 | $13 | -$1 | -$1 | 2007-08-21 | |
| 528.43 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-04-20 | $528 | $518 | $10 | $10 | ||
| 51.71 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-04-27 | $52 | $51 | $1 | $1 | 1998-04-24 | |
| 161.48 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-04-27 | $161 | $163 | -$2 | -$2 | 1998-04-24 | |
| 12.58 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-04-27 | $13 | $13 | 2007-08-21 | |||
| 318.36 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2015-05-12 | $318 | $318 | 2008-06-18 | |||
| 441.72 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-05-20 | $442 | $433 | $9 | $9 | ||
| 40.74 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-05-26 | $41 | $40 | $1 | $1 | 1998-04-24 | |
| 134.94 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-05-26 | $135 | $136 | -$1 | -$1 | 1998-04-24 | |
| 12.68 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-05-26 | $13 | $13 | 2007-08-21 | |||
| 391.32 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-06-22 | $391 | $383 | $8 | $8 | ||
| 38.95 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-06-25 | $39 | $38 | $1 | $1 | 1998-04-24 | |
| 582.44 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-06-25 | $582 | $588 | -$6 | -$6 | 1998-04-24 | |
| 19.95 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-06-25 | $20 | $20 | 2007-08-21 | |||
| 500.94 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-07-20 | $501 | $491 | $10 | $10 | ||
| 40.16 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-07-27 | $40 | $39 | $1 | $1 | 1998-04-24 | |
| 189.35 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-07-27 | $189 | $191 | -$2 | -$2 | 1998-04-24 | |
| 20.65 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-07-27 | $21 | $21 | 2007-08-21 | |||
| 4.34 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 02/ | 2015-08-11 | $4 | $4 | 2008-06-18 | |||
| 412.87 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-08-20 | $413 | $404 | $9 | $9 | ||
| 3000. FELCOR LODGING TRUST INC | 2015-08-21 | $25,032 | $91,925 | -$66,893 | -$66,893 | ||
| 1500. FIRST INDUSTRIAL REALTY TRUST, INC | 2015-08-21 | $30,645 | $50,650 | -$20,005 | -$20,005 | ||
| 300. MID-AMERICA APARTMENT COMMUNITIES INC | 2015-08-21 | $24,322 | $25,828 | -$1,506 | -$1,506 | ||
| 1500. FIRST INDUSTRIAL REALTY TRUST, INC | 2015-08-24 | $29,031 | $43,213 | -$14,182 | -$14,182 | ||
| 366. MID-AMERICA APARTMENT COMMUNITIES INC | 2015-08-24 | $28,719 | $28,391 | $328 | $328 | ||
| 29.79 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-08-25 | $30 | $29 | $1 | $1 | 1998-04-24 | |
| 295.25 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-08-25 | $295 | $298 | -$3 | -$3 | 1998-04-24 | |
| 16.51 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-08-25 | $17 | $17 | 2007-08-21 | |||
| 406.66 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-09-21 | $407 | $398 | $9 | $9 | ||
| 44.45 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-09-25 | $44 | $44 | 1998-04-24 | |||
| 154.28 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-09-25 | $154 | $156 | -$2 | -$2 | 1998-04-24 | |
| 17. FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/2032 | 2015-09-25 | $17 | $17 | 2007-08-21 | |||
| 431.19 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-10-20 | $431 | $422 | $9 | $9 | ||
| 47.54 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-10-26 | $48 | $47 | $1 | $1 | 1998-04-24 | |
| 114.68 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-10-26 | $115 | $116 | -$1 | -$1 | 1998-04-24 | |
| 17.5 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/203 | 2015-10-26 | $18 | $18 | 2007-08-21 | |||
| 589.43 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-11-20 | $589 | $577 | $12 | $12 | ||
| 38.65 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 2015-11-25 | $39 | $38 | $1 | $1 | 1998-04-24 | |
| 197.22 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-11-25 | $197 | $199 | -$2 | -$2 | 1998-04-24 | |
| 17.64 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-11-25 | $18 | $18 | 2007-08-21 | |||
| 5000. COOK COUNTY ILLINOIS SCH DIST NO 148 DOLTON TAXABLE-LTD SCH-SER | 2015-12-02 | $5,000 | $4,978 | $22 | $22 | 2009-06-15 | |
| 80. CHEMOURS CO/THE | 2015-12-09 | $487 | $955 | -$468 | -$468 | 2006-12-21 | |
| 420.89 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2015-12-21 | $421 | $412 | $9 | $9 | ||
| 38.1 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 2015-12-28 | $38 | $37 | $1 | $1 | 1998-04-24 | |
| 172.66 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 2015-12-28 | $173 | $174 | -$1 | -$1 | 1998-04-24 | |
| 19.16 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2015-12-28 | $19 | $20 | -$1 | -$1 | 2007-08-21 | |
| CAPITAL GAIN DIVIDENDS | $60,292 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$42,313 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $592,554 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,756,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.214979 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $671,584 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,077,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.218233 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $648,995 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,444,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.188417 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $595,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,844,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154766 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $721,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,921,119 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.184019 | DistributionYr5Rt |
| Total Distribution | 0.960414 | TotalDistributionRt |
| Average Distribution | 0.192083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,706,878 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $519,945 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $531 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $520,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $896 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $896 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $167 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Phone | 5152452965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50304 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BANKERS TRUST COMPANY | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,967 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,689,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,748,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,748,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,706,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,063 | TotalTaxAmt |
| Distributable Before Adj | $134,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,281 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $178,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,472 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $526,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $404,418 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $480,006 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $519,072 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $456,527 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,387,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,191 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,431,210 | 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 | $526,996 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,904,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $404,418 | ExcessFromYear4Amt |
| Excess From Year3 | $480,006 | ExcessFromYear3Amt |
| Excess From Year2 | $519,072 | ExcessFromYear2Amt |
| Excess From Year1 | $456,527 | ExcessFromYear1Amt |
| Excess From Current Year | $44,191 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M NUSSBAUMM-BELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 5152452965 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF CONTRIBUTION OR GRANT, INCLUDING STATEMENT THE ORGANIZATION IS TAX-EXEMPT UNDER IRC 501(C)(3), THE AMOUNT REQUESTED, AND A DESCRIPTION OF PROGRAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IOWA ENVIRONMENTAL COUNCIL | ||||||||||||
| 7031 DOUGLAS AVE | DES MOINES | IA | 50322 | NONE | EXEMPT | SCIENTIFIC-IMPROVE | $20,000 | |||||
| SCIENCE CENTER OF IOWA | ||||||||||||
| 4500 GRAND AVE | DES MOINES | IA | 50315 | NONE | EXEMPT | EDUCATIONAL SUPPORT TO | $100 | |||||
| SIMPSON COLLEGE | ||||||||||||
| 701 NORTH C AVE | INDIANOLA | IA | 50125 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $5,000 | |||||
| PLANNED PARENTHOOD OF GREATER | ||||||||||||
| PO BOX 4557 | DES MOINES | IA | 50306 | NONE | EXEMPT | CHARITABLE SUPPORT PUBLIC | $100 | IOWA | ||||
| ST JUDES CHILDRENS RESEARCH | ||||||||||||
| ATTN MEMORIAL DEPARTMENT | MEMPHIS | TN | 38105 | NONE | EXEMPT | CHARITABLE SUPPORT OF | $2,500 | HOSPITAL | ||||
| IOWA POLICY PROJECT | ||||||||||||
| 318 2ND AVE NORTH | MT VERNON | IA | 52314 | NONE | EXEMPT | SCIENTIFIC PRESERVE OF | $10,000 | |||||
| BLANK PARK ZOO FOUNDATION | ||||||||||||
| 3812 INGERSOLL AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | EDUCATIONAL - PRESERVATION | $100 | |||||
| YOUTH HOMES OF MIDAMERICA | ||||||||||||
| 7085 NW BEAVER AVE | JOHNSTON | IA | 50131 | NONE | EXEMPT | EDUCATIONAL - CARE FOR | $100 | |||||
| YMCA - GREATER DES MOINES | ||||||||||||
| 101 LOCUST STREET | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE - HOUSING UNDER | $25,000 | |||||
| UNICEF | ||||||||||||
| 333 E 38TH ST | NEW YORK | NY | 10016 | NONE | EXEMPT | MEDICAL RESEARCH | $1,000 | |||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CARE AND CONSERVATION OF NY | $2,000 | |||||
| WESTMINISTER PRESBYTERIAN CHURCH | ||||||||||||
| 4114 ALLISON AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | RELIGION-GENERAL FUND | $100 | |||||
| BROADLAWNS MEDICAL CENTER | ||||||||||||
| 1801 HICKMAN ROAD | DES MOINES | IA | 50312 | NONE | EXEMPT | MEDICAL-GENERAL FUND | $1,000 | FOUNDATION | ||||
| BOYS AND GIRLS CLUBS-CENTRAL IOWA | ||||||||||||
| 1350 EAST WASHINGTON AVE | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-ASSIST AT RISK | $4,000 | |||||
| FRICK COLLECTION | ||||||||||||
| 1 EAST 70TH ST | NEW YORK | NY | 10001 | NONE | EXEMPT | SUPPORT FINE ARTS | $2,000 | |||||
| FOUNDATION FOR TOMORROW | ||||||||||||
| PO BOX 470836 | CHARLOTTE | NC | 28247 | NONE | EXEMPT | SUPPORT UNDER PRIVILAGED | $5,600 | |||||
| WORLD WILDLIFE FUND INC | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | NONE | EXEMPT | SUPPORT WILDLIFE | $2,500 | |||||
| ANAWIM HOUSING FOUNDATION | ||||||||||||
| 921 6TH AVE STE B | DES MOINES | IA | 50309 | NONE | EXEMPT | PROVIDE HOUSING FOR | $10,000 | |||||
| CONSERVATION FUND | ||||||||||||
| 1655 N FT MEYER DR | ARLINGTON | VA | 22209 | NONE | EXEMPT | CONSERVE NATURAL RESOURCES | $4,000 | |||||
| COOPERATIVE ASSISTANCE FUND | ||||||||||||
| 1432 U ST NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | COMMUNITY DEVELOPMENT FOR | $1,000 | |||||
| DENVER MUSEUM OF NATURE AND SCIENCE | ||||||||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | EXEMPT | PRESERVATION OF HISTORICAL | $4,000 | |||||
| ECHOING GREEN FOUNDATION | ||||||||||||
| 494 EIGHTH AVE | NEW YORK | NY | 10001 | NONE | EXEMPT | PROVIDING FOR FUTURE SOCIAL | $2,000 | |||||
| IOWA RIVERS REVIVAL FOUNDATION | ||||||||||||
| PO BOX 72 | DES MOINES | IA | 50301 | NONE | EXEMPT | PRESERVATION OF IOWA RIVERS | $2,000 | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | EXEMPT | PRESERVATION OF THE ARTS | $2,000 | |||||
| DES MOINES BOTANICAL CENTER | ||||||||||||
| 909 ROBERT D RAY DR | DES MOINES | IA | 50309 | NONE | EXEMPT | PROMOTING THE PRESERVATION | $15,000 | |||||
| FRIENDS OF CONSERVATION | ||||||||||||
| NONE | EXEMPT | PROTECTING ASIAN ELEPHANTS | $1,000 | 17-18 HAYWARDS PLACE | ENGLAND | UK | EC1ROEQ | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 2341 2ND AVENUE | DES MOINES | IA | 50313 | NONE | EXEMPT | CONSTRUCTION AND | $100 | |||||
| UNIVERSITY OF NORTH CAROLINA | ||||||||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | EXEMPT | EDUCATION | $5,000 | |||||
| WATER FOR PEOPLE | ||||||||||||
| 6666 W QUINCY AVE | DENVER | CO | 80235 | NONE | EXEMPT | WATER AND SANITATION | $4,000 | |||||
| CHP 11-99 FOUNDATION | ||||||||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | EXEMPT | SCHOLARSHIP PROGRAM | $1,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| 215 ALLSTON WAY | BERKLEY | CA | 94704 | NONE | EXEMPT | ENVIRONMENTAL CONSERVATION | $1,500 | |||||
| KCRW PUBLIC RADIO | ||||||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | EXEMPT | SPIRITUAL RADIO | $1,000 | |||||
| MAKE A WISH FOUNDATION | ||||||||||||
| 3024 104TH ST | URBANDALE | IA | 50322 | NONE | EXEMPT | PROGRAMS FOR TERMINALLY ILL | $1,000 | |||||
| OPERATION SMILE | ||||||||||||
| 6435 TIDEWATER DR | NORFOLK | VA | 23509 | NONE | EXEMPT | DENTAL CARE FOR NEEDY | $1,000 | |||||
| WORLD VETS | ||||||||||||
| 802 1ST AVE NORTH | FARGO | ND | 58102 | NONE | EXEMPT | HUMANE TREATMENT OF ANIMALS | $1,000 | |||||
| USA FOR UNHCR | ||||||||||||
| 1775 K STREET NW STE 290 | WASHINGTON | DC | 20006 | NONE | EXEMPT | ASSIST MISPLACED REFUGEES | $1,000 | |||||
| AMANDA FOUNDATION | ||||||||||||
| 35 NORTH FOOTHILL RD | BEVERLY HILLS | CA | 90210 | NONE | EXEMPT | DOGS AND CATS RESCUE | $1,000 | |||||
| KOMERA PROJECT | ||||||||||||
| 161 E 110TH ST 7G | NEW YORK | NY | 10029 | NONE | EXEMPT | EMPOWER WOMEN IN RWANDA | $2,000 | |||||
| AMERICAN SOCIETY FOR THE PREVENTION | ||||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | EXEMPT | HUMANITARIAN | $2,000 | OF CRUELTY TO ANIMALS | ||||
| HUMANE SOCIETY OF THE US | ||||||||||||
| 2100 LST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | PREVENT ANIMAL CRUELTY | $1,000 | |||||
| ANGELMAN SYNDROME FOUNDATION | ||||||||||||
| 4255 WESTBROOK DR STE 219 | AURORA | IL | 60504 | NONE | EXEMPT | MEDICAL RESEARCH | $6,000 | |||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | EXEMPT | LEGAL SERVICES FOR | $1,000 | |||||
| CARNEGIE INSTIUTION FOR SCIENCE | ||||||||||||
| 1530 P ST NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $4,000 | |||||
| CFDA FOUNDATION INC | ||||||||||||
| 65 BLEECKER FL 11 | NEW YORK | NY | 10012 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $3,000 | |||||
| INJURED MARINE SEMPER FI FUND | ||||||||||||
| 825 COLLEGE BLVD STE 102 | OCEANSIDE | CA | 92057 | NONE | EXEMPT | MEDICAL ASSISTANCE | $1,000 | |||||
| OPERATION HOMEFRONT | ||||||||||||
| 1355 CENTRAL PARKWAY S STE 100 | SAN ANTONIO | TX | 78232 | NONE | EXEMPT | MEDICAL SERVICE FOR | $1,500 | |||||
| PAUL TAYLOR DANCE FOUNDATION | ||||||||||||
| 551 GRAND ST | NEW YORK | NY | 10002 | NONE | EXEMPT | ADVANCEMENT OF THE ARTS | $2,500 | |||||
| COLORADO PUBIC RADIO KCFR | ||||||||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | EXEMPT | PUBLIC RADIO SUPPORT | $4,000 | |||||
| ME FINE FOUNDATION | ||||||||||||
| 5100 US HIGHWAY 70 E | PRINCETON | NC | 24569 | NONE | NONE | MEDICAL ASSISTANCE TO | $100 | |||||
| VINFEN CORPORATION | ||||||||||||
| 950 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | NONE | EXEMPT | MEDICAL ASSISTANCE WITH | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$42,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,649 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEERE CO 6.95% 4/2014 | ||
| BOA COM MTG SER 2004-6 12/2042 | ||
| GE CAP COM MTG 2005 7/2045 | ||
| GREENWICH CAP COMM FND 8/2042 | ||
| SALOMON BROS MORT SEC 3/2036 | ||
| JP MORGAN COMM MTG SER 3/2046 | ||
| CAPITAL ONE FIN CO 7/2016 | $44,976 | $45,416 |
| FBL FIN GRP 3/2017 | ||
| SIMON PROP GRP LP 3.375% 22-21 | $49,858 | $51,552 |
| SWISS RE SOLUTIONS 6/2019-2014 | $37,630 | $39,047 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $8,905 | $24,701 |
| COLONIAL PROPERTIES TRUST | ||
| DEERE CO | $6,334 | $22,881 |
| EMC CORPORATION | $15,032 | $43,656 |
| EMERSON ELECTRIC | $10,463 | $16,741 |
| EXXON MOBIL | $7,380 | $15,590 |
| FELCOR LODGING | ||
| DODGE COX INTL STOCK FUND | $30,000 | $27,650 |
| ISHARES RUSSELL 2000 INDX FUND | $17,322 | $16,893 |
| ING NV | $134,200 | $69,023 |
| MACERICH CO | $363,691 | $1,399,487 |
| MICROSOFT | $26,490 | $55,480 |
| MID-AMERICA APARTMENT COMM INC | ||
| SCHLUMBERGER LTD | $5,142 | $12,206 |
| TAUBMAN CENTERS INC | $37,999 | $214,816 |
| MFS INTL GRWTH FUND | $30,000 | $29,979 |
| TOLL BROTHERS INC | $7,538 | $13,320 |
| WALMART STORES INC | $13,640 | $33,715 |
| TRAVELERS CO INC | $8,131 | $16,929 |
| WILLIAMS CO INC | $19,436 | $20,560 |
| DU PONT DE NEMOIRS | $18,668 | $26,640 |
| JOHNSON JOHNSON | $13,204 | $20,544 |
| NEWMONT MINING | $9,088 | $3,598 |
| ORACLE CORP | $3,879 | $8,219 |
| PEPSICO INC | $15,831 | $24,980 |
| PROCTOR GAMBLE | $14,415 | $17,867 |
| QUALCOMM INC | $11,534 | $14,996 |
| RMR GROUP INC | $111 | $112 |
| SENIOR HOUSING PROP TRUST | $15,351 | $10,388 |
| T ROWE PRICE INTL GRWTH | $30,000 | $28,168 |
| ABBVIE INC | $7,023 | $23,696 |
| FISERV INC | $14,449 | $52,132 |
| T ROWE PRICE | $9,712 | $14,298 |
| US BANK | $5,445 | $9,387 |
| FIRST INDUSTRIAL REALTY TRUST |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $89,695 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,084 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $94,940 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $99,600 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET ADJUSTMENTS TO BOOK VALUE | Desc |
| Amt | $312 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $375 | Amt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $312 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $215 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $896 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $135 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $0 | $0 |