IRA D KAUFFMAN CHARITABLE COMMUNITY TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IRA D KAUFFMAN CHARITABLE COMMUNITY TR (EIN 39-1873380)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349100146
- Schema version
- 2024v5.2
- 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
- Applied To Prior Year Election
- Cash Distribution Expln Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:33:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431305800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MIDWEST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 UNIVERSITY AVE SUITE 410 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 TRU | 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 BEARDEN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6414832559 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE WOIWOOD | PreparerPersonNm |
| PTIN | P01518443 | PTIN |
| Phone | 5152225680 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,910,412 | 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 | $36,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,139 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,954 | 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 |
| Taxes Rev And Expnss | $910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,469 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,954 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,377 | CashBOYAmt |
| Cash EOY | $55,675 | CashEOYAmt |
| Cash EOYFMV | $55,675 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,845 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,509,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,562,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,840,892 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,547,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,632,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,910,412 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $542,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $627,339 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,547,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,547,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,632,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,547,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,632,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,632,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| THE INCOME FUND OF AMERICA | $6,765 | $6,629 | $136 | $136 | |
| NEW PERSPECTIVE FUND | $25,425 | $10,979 | $14,446 | $14,446 | |
| AMERICAN BALANCED FUND | $46,115 | $34,441 | $11,674 | $11,674 | |
| CAPITAL INCOME BUILDER | $6,395 | $5,803 | $592 | $592 | |
| CAPITAL GAINS DIVIDENDS | $74,291 | $74,291 | $74,291 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,139 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,369 | 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 | 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 BEARDEN | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG PFANTZ | ||||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | CHAIRMAN/TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRETT NICHOLS | ||||||||
| 408 1ST AVE N | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TERRY SHAFFAR | ||||||||
| 504 4TH ST SW | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT GRANT | ||||||||
| PO BOX 668 | 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 |
| LORI BEARDEN | ||||||||
| PO BOX 461 | STATE CENTER | IA | 50247 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| HARLAN QUICK | ||||||||
| PO BOX 723 | STATE CENTER | IA | 50247 | VICE CHAIRMAN/TRUSTEE | 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 | SCDA | Description1Txt |
| Expenses1 | $17,945 | Expenses1Amt |
| Description2 | CITY OF STATE CENTER - ROSE FESTIVAL | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | GUTEKUNST LIBRARY | Description3Txt |
| Expenses3 | $1,325 | Expenses3Amt |
| Description4 | SCHPC | Description4Txt |
| Expenses4 | $837 | 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 | $1,763,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,832,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,832,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,804,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,918 | TotalTaxAmt |
| Distributable Before Adj | $88,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $56,239 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $108,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $15,183 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $17,606 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,549 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,377 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $15,183 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $15,183 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $17,606 | ExcessFromYear2Amt |
| Excess From Year1 | $2,549 | ExcessFromYear1Amt |
| Excess From Current Year | $20,222 | ExcessFromCurrentYearAmt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GUTEKUNST LIBRARY | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | ADVENTURE PASSES | $1,325 |
| LINCOLN VALLEY MEN'S ASSOCIATION | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | GOLF COURSE TREES | $525 |
| RFA | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | ENTERTAINMENT FOR FESTIVAL | $10,000 |
| SCDA | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | MAIN STREET PROMOTIONS | $3,000 |
| SCDA | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | TREE PLANTING | $2,305 |
| SCHPC | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | HOME OIL HISTORIC REGISTRATION | $837 |
| SCDA | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | WATSON ROOF | $12,945 |
| SCHPC | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | HISTORIC DISTRICT MAINTENANCE | $11,782 |
| SCPR | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | BROOKSIDE PARK AND TENNIS COURT ENHANCEMENTS | $5,469 |
| SCPR | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | ICE RINK | $1,787 |
| SC LITTLE LEAGUE | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | BROOKSIDE EQUIPMENT & GROUND IMPROVEMENTS | $868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,843 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GUTEKUNST LIBRARY | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | ADVENTURE PASSES | $325 |
| SCDA | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | STATE CENTER PROPERTY IMPROVEMENT | $5,102 |
| SCHPC | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | HISTORIC DISTRICT MAINTENANCE | $5,000 |
| SCPR | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | BROOKSIDE PARK AND TENNIS COURT ENHANCEMENTS | $28,000 |
| LINCOLN VALLEY MEN'S ASSOCIATION | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | GOLF COURSE TREES | $1,812 |
| SC LITTLE LEAGUE | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | BROOKSIDE BACKSTOPS | $15,000 |
| SCPD | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | PARTY IN THE PARK/BAGS WITH THE BADGES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $56,239 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,954 | 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 |
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 |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAXPAYER IS APPLYING THE CASH DISTRIBUTION TEST TO DETERMINE AWARD AMOUNTS SET ASIDE UNDER IRC SEC 4942(G)(2).AMOUNTS SET ASIDE FOR SPECIFIC PROJECTS IN THE CURRENT TAX YEAR WILL BE PAID WITHIN 60 MONTHS FROM THE DATE OF THE SET-ASIDE.THE CURRENT TAX YEAR IS THE INITIAL YEAR USING THE CASH DISTRIBUTION TEST TO DETERMINE SET-ASIDES. NO AMOUNTS WERE SET ASIDE IN PAST TAXABLE YEARS TO REPORT.SEE THE FOLLOWING FOR NATURE AND PURPOSE OF SPECIFIC PROJECT(S) THAT AMOUNTS HAVE BEEN SET ASIDE FOR.PROJECTS AND CORRESPONDING AMOUNTS SET ASIDE DURING CURRENT TAXABLE YEAR:- STATE CENTER HISTORIC PRESERVATION COMMISSION: $3,750 O HISTORIC DISTRICT MAINTENANCE- ROSE FESTIVAL: $1,151 O FESTIVAL ENTERTAINMENT- STATE CENTER PARKS AND RECREATION: $980 O BROOKSIDE PARK AND TENNIS COURT ENHANCEMENTSTOTAL AMOUNT SET ASIDE: $5,881 | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEW PERSPECTIVE FUND | $273,556 | $351,207 |
| INV. CO OF AMERICA - CLASS A | $139,178 | $139,178 |
| CAPITAL INCOME BUILDER - CLASS A | $285,963 | $329,934 |
| INCOME FUND - CLASS A | $315,750 | $332,389 |
| BALANCED FUND | $244,449 | $342,573 |
| AMERICAN FUNDS MONEY MARKET FUND | $1,145 | $1,155 |
| WASHINGTON MUTUAL INVESTORS FUND - CLASS A | $302,778 | $344,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $1,469 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,469 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $910 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |