FRED AND CHARLOTTE HUBBELL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND CHARLOTTE HUBBELL FOUNDATION (EIN 39-1878112)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-04
- IRS object ID
- 201531249349100023
- Schema version
- 2014v5.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T13:00:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452831 | PhoneNum |
| Preparation | 2015-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,846,284 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $85,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $577,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,581 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $772 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $110,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,832 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,416 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,416 | 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 | $738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $369 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $510 | 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 | $20,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,785 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $583,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $583,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $603,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $593,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$493,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $4,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,378 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $250,170 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,876 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $215,083 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,530,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,043,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,427,140 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $148,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $137,683 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,933,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,442,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,846,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,933,662 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,442,302 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,933,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,933,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,442,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,933,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$493,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,842 | OtherIncreasesAmt |
| Subtotal | $1,442,302 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (108 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 638.75 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-01-15 | $639 | $656 | -$17 | -$17 | |
| 15.55 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-01-15 | $16 | $15 | $1 | $1 | |
| 1239. JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS A | 2010-11-08 | 2014-01-16 | $1,239 | $1,270 | -$31 | -$31 | |
| 760.76 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2014-01-21 | $761 | $745 | $16 | $16 | |
| 58.41 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-01-27 | $58 | $57 | $1 | $1 | |
| 349.37 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-01-27 | $349 | $353 | -$4 | -$4 | |
| 12.09 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-01-27 | $12 | $12 | |||
| 400. ABBVIE INC | 2014-01-28 | $19,072 | $8,466 | $10,606 | $10,606 | ||
| 150. PEPSICO INC | 2006-12-21 | 2014-01-28 | $12,351 | $9,499 | $2,852 | $2,852 | |
| 200. SCHLUMBERGER LTD | 2014-01-28 | $17,540 | $6,257 | $11,283 | $11,283 | ||
| 150. TARGET CORP | 2006-12-21 | 2014-01-28 | $8,678 | $8,670 | $8 | $8 | |
| 524.26 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2014-02-11 | $524 | $524 | |||
| 500. EMC CORPORATION | 1998-04-13 | 2014-02-14 | $12,675 | $4,421 | $8,254 | $8,254 | |
| 129.07 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-02-18 | $129 | $133 | -$4 | -$4 | |
| 15.64 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-02-18 | $16 | $16 | |||
| 115.81 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2014-02-19 | $116 | $119 | -$3 | -$3 | |
| 574.74 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2014-02-20 | $575 | $563 | $12 | $12 | |
| 53.53 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-02-25 | $54 | $52 | $2 | $2 | |
| 218.82 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-02-25 | $219 | $221 | -$2 | -$2 | |
| 12.83 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-02-25 | $13 | $13 | |||
| . GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS A3 4. | 2014-03-13 | ||||||
| 123.52 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-03-17 | $124 | $127 | -$3 | -$3 | |
| 15.76 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-03-17 | $16 | $16 | |||
| 10909.87 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLAS | 2010-11-08 | 2014-03-18 | $10,910 | $11,183 | -$273 | -$273 | |
| 516.92 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2014-03-20 | $517 | $506 | $11 | $11 | |
| 54. FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 1998-04-24 | 2014-03-25 | $54 | $53 | $1 | $1 | |
| 284.02 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-03-25 | $284 | $287 | -$3 | -$3 | |
| 12.28 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-03-25 | $12 | $13 | -$1 | -$1 | |
| 209.39 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2014-04-14 | $209 | $200 | $9 | $9 | |
| 269.44 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-04-15 | $269 | $277 | -$8 | -$8 | |
| 15.82 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-04-15 | $16 | $16 | |||
| 498.19 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2014-04-21 | $498 | $488 | $10 | $10 | |
| 69.8 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 1998-04-24 | 2014-04-25 | $70 | $68 | $2 | $2 | |
| 135.49 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-04-25 | $135 | $137 | -$2 | -$2 | |
| 12.69 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-04-25 | $13 | $13 | |||
| 128.34 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2014-05-13 | $128 | $123 | $5 | $5 | |
| 386.13 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2014-05-13 | $386 | $386 | |||
| 423.81 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-05-15 | $424 | $436 | -$12 | -$12 | |
| 15.92 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-05-15 | $16 | $16 | |||
| 700. EMC CORPORATION | 1998-04-13 | 2014-05-16 | $18,354 | $6,190 | $12,164 | $12,164 | |
| 250. TARGET CORP | 2006-12-21 | 2014-05-16 | $14,665 | $14,450 | $215 | $215 | |
| 600. EMC CORPORATION | 1998-04-13 | 2014-05-19 | $15,777 | $5,306 | $10,471 | $10,471 | |
| 150. EXXON MOBIL CORPORATION | 2003-08-20 | 2014-05-19 | $15,129 | $5,535 | $9,594 | $9,594 | |
| 150. WALMART STORES, INC. | 2014-05-19 | $11,481 | $3,804 | $7,677 | $7,677 | ||
| 300. WILLIAMS COMPANIES INC | 1998-04-13 | 2014-05-19 | $13,771 | $7,408 | $6,363 | $6,363 | |
| 609.72 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-05-20 | $610 | $597 | $13 | $13 | ||
| 68.16 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-05-27 | $68 | $67 | $1 | $1 | |
| 231.08 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-05-27 | $231 | $233 | -$2 | -$2 | |
| 12.67 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-05-27 | $13 | $13 | |||
| 1521.37 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2014-06-13 | $1,521 | $1,455 | $66 | $66 | |
| 275.18 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-06-16 | $275 | $283 | -$8 | -$8 | |
| 16.55 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-06-16 | $17 | $16 | $1 | $1 | |
| 671.79 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-06-20 | $672 | $658 | $14 | $14 | ||
| 20000. IOWA WESTERN COMMUNITY COLLEGE NEW JOBS TRAINING CTFS TAXABLE-M | 2009-05-19 | 2014-06-20 | $20,000 | $20,000 | |||
| 38.14 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-06-25 | $38 | $37 | $1 | $1 | |
| 134.56 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-06-25 | $135 | $136 | -$1 | -$1 | |
| 12.84 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-06-25 | $13 | $13 | |||
| 250. ABBOTT LABORATORIES | 2014-07-14 | $10,410 | $5,378 | $5,032 | $5,032 | ||
| 300. EMERSON ELECTRIC COMPANY | 2014-07-14 | $20,242 | $9,703 | $10,539 | $10,539 | ||
| 150. EXXON MOBIL CORPORATION | 2003-08-20 | 2014-07-14 | $15,427 | $5,535 | $9,892 | $9,892 | |
| 124.93 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2014-07-14 | $125 | $120 | $5 | $5 | |
| 200. JOHNSON & JOHNSON | 2006-12-21 | 2014-07-14 | $21,065 | $13,204 | $7,861 | $7,861 | |
| 200. NEWMONT MINING CORP | 2006-12-21 | 2014-07-14 | $5,050 | $9,089 | -$4,039 | -$4,039 | |
| 125. ORACLE CORPORATION | 2006-12-21 | 2014-07-14 | $5,056 | $2,155 | $2,901 | $2,901 | |
| 125. PROCTER & GAMBLE | 2006-12-21 | 2014-07-14 | $10,174 | $8,009 | $2,165 | $2,165 | |
| 125. SCHLUMBERGER LTD | 2014-07-14 | $14,433 | $3,712 | $10,721 | $10,721 | ||
| 167.81 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-07-15 | $168 | $172 | -$4 | -$4 | |
| 16.11 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-07-15 | $16 | $16 | |||
| 499.02 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-07-21 | $499 | $489 | $10 | $10 | ||
| 75.76 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-07-25 | $76 | $74 | $2 | $2 | |
| 316.87 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-07-25 | $317 | $320 | -$3 | -$3 | |
| 13.07 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-07-25 | $13 | $13 | |||
| 287.98 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2014-08-12 | $288 | $288 | |||
| 371.2 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-08-15 | $371 | $381 | -$10 | -$10 | |
| 16.2 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-08-15 | $16 | $16 | |||
| 478.36 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-08-20 | $478 | $469 | $9 | $9 | ||
| 48.36 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-08-25 | $48 | $47 | $1 | $1 | |
| 195.55 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-08-25 | $196 | $197 | -$1 | -$1 | |
| 13.55 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-08-25 | $14 | $14 | |||
| 12139.37 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2014-08-26 | $12,887 | $12,475 | $412 | $412 | |
| 16.31 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-09-15 | $16 | $16 | |||
| 611.16 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-09-22 | $611 | $599 | $12 | $12 | ||
| 59.11 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-09-25 | $59 | $58 | $1 | $1 | |
| 171.8 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-09-25 | $172 | $173 | -$1 | -$1 | |
| 757.55 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/2 | 2007-08-21 | 2014-09-25 | $758 | $776 | -$18 | -$18 | |
| 1000. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2004-11-09 | 2014-10-10 | $13,983 | $26,200 | -$12,217 | -$12,217 | |
| 16.4 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-10-15 | $16 | $16 | |||
| 497.95 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-10-20 | $498 | $488 | $10 | $10 | ||
| 700. TAUBMAN CENTERS INC. | 2014-10-20 | $52,043 | $9,695 | $42,348 | $42,348 | ||
| 37.15 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-10-27 | $37 | $36 | $1 | $1 | |
| 226.33 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-10-27 | $226 | $228 | -$2 | -$2 | |
| 11.42 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-10-27 | $11 | $12 | -$1 | -$1 | |
| 12.92 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 02 | 2008-06-18 | 2014-11-12 | $13 | $13 | |||
| 16.49 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-11-17 | $16 | $16 | |||
| 3000. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2004-11-09 | 2014-11-17 | $42,079 | $78,600 | -$36,521 | -$36,521 | |
| 4000. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2004-11-09 | 2014-11-17 | $56,007 | $104,800 | -$48,793 | -$48,793 | |
| 1500. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2004-11-09 | 2014-11-17 | $21,003 | $39,300 | -$18,297 | -$18,297 | |
| 3500. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2004-11-09 | 2014-11-18 | $49,544 | $91,700 | -$42,156 | -$42,156 | |
| 560.43 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-11-20 | $560 | $549 | $11 | $11 | ||
| 4203.94 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2014-11-20 | $4,456 | $4,174 | $282 | $282 | |
| 54.35 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2014-11-25 | $54 | $53 | $1 | $1 | |
| 110.26 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-11-25 | $110 | $111 | -$1 | -$1 | |
| 13.73 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-11-25 | $14 | $14 | |||
| 492.46 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2014-12-22 | $492 | $482 | $10 | $10 | ||
| 38. FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 1998-04-24 | 2014-12-26 | $38 | $37 | $1 | $1 | |
| 161.38 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2014-12-26 | $161 | $163 | -$2 | -$2 | |
| 12.19 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2014-12-26 | $12 | $12 | |||
| CAPITAL GAIN DIVIDENDS | $15,141 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,581 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $671,584 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,077,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.218233 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $648,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,444,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188417 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $595,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,844,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.154766 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $721,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,921,119 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.184019 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $392,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,513,750 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11161 | DistributionYr5Rt |
| Total Distribution | 0.857045 | TotalDistributionRt |
| Average Distribution | 0.171409 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,756,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $472,460 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $473,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $593,449 | 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 | $895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $215 | 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 |
| 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 | $18,832 | 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 | $2,756,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,798,309 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,798,309 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,756,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $895 | TotalTaxAmt |
| Distributable Before Adj | $136,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $593,449 | 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 | $593,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $895 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $592,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $218,598 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $526,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $404,418 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $480,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $519,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,149,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $593,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $456,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,605,617 | 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 | $218,598 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,387,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $526,996 | ExcessFromYear4Amt |
| Excess From Year3 | $404,418 | ExcessFromYear3Amt |
| Excess From Year2 | $480,006 | ExcessFromYear2Amt |
| Excess From Year1 | $519,072 | ExcessFromYear1Amt |
| Excess From Current Year | $456,527 | 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 (102 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DES MOINES METRO OPERA | ||||||||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | EXEMPT | LITERARY SUPPORT OF FINE | $25,500 | |||||
| IOWA ENVIRONMENTAL COUNCIL | ||||||||||||
| 7031 DOUGLAS AVE | DES MOINES | IA | 50322 | NONE | EXEMPT | SCIENTIFIC-IMPROVE | $10,000 | |||||
| SCIENCE CENTER OF IOWA | ||||||||||||
| 4500 GRAND AVE | DES MOINES | IA | 50315 | NONE | EXEMPT | EDUCATIONAL SUPPORT TO | $4,100 | |||||
| VARIETY CLUB OF IOWA | ||||||||||||
| 505 5TH AVENUE | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE-MEDICAL AND | $5,000 | |||||
| SIMPSON COLLEGE | ||||||||||||
| 701 NORTH C AVE | INDIANOLA | IA | 50125 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $5,100 | |||||
| ST MARKS SCHOOL ANNUAL FUND | ||||||||||||
| 25 MARLBOROUGH RD | SOUTHBOROUGH | MA | 01772 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $1,500 | |||||
| IOWA COLLEGE FOUNDATION | ||||||||||||
| 505 5TH AVENUE STE 1034 | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATION SUPPORT | $2,500 | |||||
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||||||
| 4126 INGERSOLL AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | RELIGIOUS CHURCH SUPPORT | $5,700 | |||||
| UNIVERSITY OF IOWA FOUNDATION | ||||||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $2,500 | |||||
| TULANE UNIVERSITY | ||||||||||||
| 349 PRYTANIA ST | NEW ORLEANS | LA | 70118 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $15,000 | |||||
| IOWA PUBLIC TELEVISION | ||||||||||||
| 6450 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | EXEMPT | LITERACY SUPPORT OF FINE | $5,000 | |||||
| PLANNED PARENTHOOD OF GREATER | ||||||||||||
| PO BOX 4557 | DES MOINES | IA | 50306 | NONE | EXEMPT | CHARITABLE SUPPORT PUBLIC | $100,100 | IOWA | ||||
| IOWA NATURAL HERITAGE FOUNDATION | ||||||||||||
| 600 E LOCUST ST | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATION PRESERVE NATURAL | $2,500 | |||||
| HOPE MINISTRIES | ||||||||||||
| PO BOX 862 | DES MOINES | IA | 50304 | NONE | EXEMPT | RELIGIOUS CHURCH SUPPORT | $5,000 | |||||
| DES MOINES ART CENTER | ||||||||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | LITERARY SUPPORT OF THE | $5,000 | |||||
| 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 | |||||
| DES MOINES PLAYHOUSE | ||||||||||||
| 831 42ND ST | DES MOINES | IA | 50314 | NONE | EXEMPT | EDUCATIONAL - SUPPORT OF | $11,000 | |||||
| DES MOINES PUBLIC LIBRARY FOUNDATION | ||||||||||||
| 100 LOCUST ST | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATIONAL - GENERAL FUND | $1,000 | |||||
| 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 | $1,000 | |||||
| YMCA - GREATER DES MOINES | ||||||||||||
| 101 LOCUST STREET | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE - HOUSING UNDER | $25,100 | |||||
| UNICEF | ||||||||||||
| 333 E 38TH ST | NEW YORK | NY | 10016 | NONE | EXEMPT | MEDICAL RESEARCH | $1,000 | |||||
| SALISBURY HOUSE | ||||||||||||
| 4025 TONAWANDA DR | DES MOINES | IA | 50312 | NONE | EXEMPT | HISTORICAL | $7,500 | |||||
| YOUTH EMERGENCY SERVICES SHELTER | ||||||||||||
| 918 SE 11TH ST | DES MOINES | IA | 50309 | NONE | EXEMPT | PROVIDE EMERG SERVICES FOR | $26,000 | |||||
| PRACTICAL FARMERS OF IOWA | ||||||||||||
| PO BOX 349 | AMES | IA | 50010 | NONE | EXEMPT | PROMOTE LAND CONSERVATION | $5,000 | |||||
| AMERICAN FORESTS | ||||||||||||
| PO BOX 2000 | WASHINGTON | DC | 20013 | NONE | EXEMPT | PROMOTION AND EDUCATION ON | $4,000 | |||||
| BROADLAWNS MEDICAL CENTER | ||||||||||||
| 1801 HICKMAN ROAD | DES MOINES | IA | 50312 | NONE | EXEMPT | MEDICAL-GENERAL FUND | $2,000 | FOUNDATION | ||||
| BOYS AND GIRLS CLUBS-CENTRAL IOWA | ||||||||||||
| 1350 EAST WASHINGTON AVE | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-ASSIST AT RISK | $4,000 | |||||
| FOOD BANK OF IOWA | ||||||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-PROVIDING FOOD | $5,000 | |||||
| IOWA INTERFAITH POWER AND LIGHT | ||||||||||||
| 666 GRAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | SCEINTIFIC-MITIGATING | $2,100 | |||||
| ANIMAL RESCUE LEAGUE | ||||||||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | EXEMPT | HUMANITARIAN-ASSISTING | $5,100 | |||||
| YOUNG WOMEN'S RESOURCE CENTER | ||||||||||||
| 705 E 2ND ST | DES MOINES | IA | 50309 | NONE | EXEMPT | SUPPORT WOMEN'S RESOURCES | $2,500 | |||||
| DES MOINES SYMPHONY | ||||||||||||
| 221 WALNUT ST | DES MOINES | IA | 50309 | NONE | EXEMPT | SUPPORT FINE ARTS | $30,100 | |||||
| DES MOINES PASTORAL COUNSELING CENTER | ||||||||||||
| 2929 WESTOWN PARKWAY 110 | WEST DES MOINES | IA | 50266 | NONE | EXEMPT | COUNSELING FAMILIES | $1,000 | |||||
| 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 | |||||
| WHITEROCK CONSERVANCY | ||||||||||||
| 1390 HIGHWAY 141 | COON RAPIDS | IA | 50058 | NONE | EXEMPT | SUPPORT- PROTECTING NATURAL | $600 | |||||
| AMERICAN DIABETES ASSOCIATION | ||||||||||||
| 1701 NORTH BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | EXEMPT | MEDICAL RESEARCH FOR | $500 | |||||
| ANAWIM HOUSING FOUNDATION | ||||||||||||
| 921 6TH AVE STE B | DES MOINES | IA | 50309 | NONE | EXEMPT | PROVIDE HOUSING FOR | $12,500 | |||||
| ASPCA FOUNDATION | ||||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | EXEMPT | PREVENTION OF CRUELTY TO | $2,000 | |||||
| COMMON CAUSE EDUCATION FUND | ||||||||||||
| 1133 19TH ST NW | WAHINGTON | DC | 20036 | NONE | EXEMPT | PROMOTE ACCOUNTABILITY IN | $1,000 | |||||
| CONSERVATION FUND | ||||||||||||
| 1655 N FT MEYER DR | ARLINGTON | VA | 22209 | NONE | EXEMPT | CONSERVE NATURAL RESOURCES | $3,000 | |||||
| DENVER MUSEUM OF NATURE AND SCIENCE | ||||||||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | EXEMPT | PRESERVATION OF HISTORICAL | $3,000 | |||||
| DES MOINES SOCIAL CLUB | ||||||||||||
| 1408 LOCUST ST | DES MOINES | IA | 50309 | NONE | EXEMPT | PROMOTION OF ARTS IN DES | $55,000 | |||||
| ECHOING GREEN FOUNDATION | ||||||||||||
| 494 EIGHTH AVE | NEW YORK | NY | 10001 | NONE | EXEMPT | PROVIDING FOR FUTURE SOCIAL | $2,500 | |||||
| HAWTHORN HILL FOUNDATION | ||||||||||||
| 3001 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | ASSISTING HOMELESS FAMILIES | $1,000 | |||||
| IOWA RIVERS REVIVAL FOUNDATION | ||||||||||||
| PO BOX 72 | DES MOINES | IA | 50301 | NONE | EXEMPT | PRESERVATION OF IOWA RIVERS | $2,500 | |||||
| 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 IOWA PUBLIC TELEVISION | ||||||||||||
| 6535 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | EXEMPT | CHARITABLE - SUPPORT IPTV | $2,000 | |||||
| I HAVE A DREAM FOUNDATION | ||||||||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | NONE | EXEMPT | CHARITABLE - SUPPORT | $1,000 | |||||
| IOWA CITIZENS FOR COMMUNITY IMPROVEMENT | ||||||||||||
| 2001 FOREST AVENUE | DES MOINES | IA | 50311 | NONE | EXEMPT | CHARITABLE - ADDRESS IOWA | $1,000 | |||||
| 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 | $2,500 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | EXEMPT | NATURE PRESERVATION | $5,000 | |||||
| BRENTON ARBORETUM | ||||||||||||
| 25141 260TH ST | DALLAS CENTER | IA | 50063 | NONE | EXEMPT | NATURE PRESERVATION | $250 | |||||
| UNIVERSITY OF NORTH CAROLINA | ||||||||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | EXEMPT | EDUCATION | $5,000 | |||||
| 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 | |||||
| IOWA LEGAL AID FOUNDATION | ||||||||||||
| 1111 9TH ST | DES MOINES | IA | 50317 | NONE | EXEMPT | PROVIDE LEGAL SERVICES TO | $1,000 | |||||
| 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 | |||||
| NETHERLAND AMERICA FOUNDATION | ||||||||||||
| 82 WALL STREET STE 709 | NEW YORK | NY | 10005 | NONE | EXEMPT | HISTORICAL PRESERVATION | $500 | |||||
| PRINCIPAL CHARITY CLASSIC | ||||||||||||
| 2771 104TH STE I | URBANDALE | IA | 50322 | NONE | EXEMPT | ASSISTANCE TO AT RISK YOUTH | $2,529 | |||||
| COMMUNITY FOUNDATION OF | ||||||||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | SUPPORTING NON PROFITS | $9,600 | GREATER DES MOINES | ||||
| ENVRONMENTAL LAW AND POLICY | ||||||||||||
| 505 FITH AVE STE 333 | DES MOINES | IA | 50309 | NONE | EXEMPT | PROTECTION OF ENVIRONMENT | $25,000 | CENTER | ||||
| HUMANE SOCIETY OF THE US | ||||||||||||
| 2100 LST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | PREVENT ANIMAL CRUELTY | $1,000 | |||||
| IOWA INTERNATIONAL CENTER | ||||||||||||
| 319 7TH ST | DES MOINES | IA | 50309 | NONE | EXEMPT | HELP INTERNATIONAL REFUGEES | $1,500 | |||||
| MEALS FROM THE HEARTLAND | ||||||||||||
| 7780 OFFICE PLAZA DR STE 138 | WEST DES MOINES | IA | 50266 | NONE | EXEMPT | PROVIDE FOOD FOR NEEDY | $1,000 | |||||
| ABOVE AND BEYOND CANCER | ||||||||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | MEDICAL RESEARCH | $1,000 | |||||
| ANGELMAN SYNDROME FOUNDATION | ||||||||||||
| 4255 WESTBROOK DR STE 219 | AURORA | IL | 60504 | NONE | EXEMPT | MEDICAL RESEARCH | $7,000 | |||||
| CARE | ||||||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | NONE | EXEMPT | INTERNATIONAL RELIEF | $1,000 | |||||
| CIVIC MUSIC ASSOCIATION | ||||||||||||
| 900 MULBERRY ST STE 203 | DES MOINES | IA | 50309 | NONE | EXEMPT | ARTS CULTURE HUMANITES | $1,000 | |||||
| DES MOINES PERFORMING ARTS | ||||||||||||
| 221 WALNUT ST | DES MOINES | IA | 50309 | NONE | EXEMPT | COMMUNITY NEIBORHOOD | $4,000 | |||||
| IOWA JEWISH SENIOR LIFE CENTER | ||||||||||||
| 900 POLK BLVD | DES MOINES | IA | 50312 | NONE | EXEMPT | HEALTH AND GEN | $200 | |||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | EXEMPT | LEGAL SERVICES FOR | $1,000 | |||||
| BOWERY MISSION | ||||||||||||
| 132 MADISON AVE | NEW YORK | NY | 10016 | NONE | EXEMPT | SUPPORT FOR HOMELESS | $135 | |||||
| CARNEGIE INSTIUTION FOR SCIENCE | ||||||||||||
| 1530 P ST NW | WASHINGTON | DC | 20005 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $3,000 | |||||
| CENTRAL IOWA SHELTER SERVICES | ||||||||||||
| 1420 MULBERRY ST | DES MOINES | IA | 50309 | NONE | EXEMPT | SERVICES FOR HOMELESS | $1,000 | |||||
| CFDA FOUNDATION INC | ||||||||||||
| 65 BLEECKER FL 11 | NEW YORK | NY | 10012 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $3,000 | |||||
| DES MOINES BICYCLE COLLECTIVE | ||||||||||||
| 506 E 6TH ST | DES MOINES | IA | 50309 | NONE | EXEMPT | BICYCLES FOR NEEDY PERSONS | $2,500 | |||||
| FRIENDS OF DES MOINES PARKS | ||||||||||||
| 1551 E MARTIN LUTHER KING JR PKWY | DES MOINES | IA | 50317 | NONE | EXEMPT | BETTERMENT OF LOCAL PARKS | $1,000 | |||||
| GLENDALE CEMETRY FOUNDATION | ||||||||||||
| 4909 UNIVERSITY AVE | DES MOINES | IA | 50310 | NONE | EXEMPT | RESTORATION OF HISTORIC | $1,000 | |||||
| INJURED MARINE SEMPER FI FUND | ||||||||||||
| 825 COLLEGE BLVD STE 102 | OCEANSIDE | CA | 92057 | NONE | EXEMPT | MEDICAL ASSISTANCE | $1,000 | |||||
| IOWA HISTORICAL FOUNDATION | ||||||||||||
| 600 EAST LOCUST | DES MOINES | IA | 50309 | NONE | EXEMPT | PERSERVATION OF IOWA | $2,500 | |||||
| LUEKEMIA AND LYMPHOMA SOCIETY | ||||||||||||
| 2700 WESTOWN PKWY 260 | W DES MOINES | IA | 50266 | NONE | EXEMPT | MEDICAL RESEARCH | $500 | |||||
| OAKRIDGE NEIGHBORHOOD ASSOCIATION | ||||||||||||
| 1401 CENTER ST | DES MOINES | IA | 50309 | NONE | EXEMPT | URBAN BETTERMENT | $500 | |||||
| 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 | |||||
| POLK COUNTY CONSERVATION BOARD | ||||||||||||
| 11407 NW JESTER PARK DR | GRANGER | IA | 50109 | NONE | EXEMPT | PRESERVATION OF IOWA | $25,000 | |||||
| POSITIVE OUTREACH | ||||||||||||
| PO BOX 65305 | W DES MOINES | IA | 50265 | NONE | EXEMPT | POSITIVE REINFORCEMENT FOR | $1,000 | |||||
| RIVER FUND | ||||||||||||
| 11155 ROSELAND RD | SEBASTIAN | FL | 32958 | NONE | EXEMPT | MEDICAL RESEARCH AND | $2,000 | |||||
| STRANDS OF STRENGTH | ||||||||||||
| 1310 TULIP LANE | W DES MOINES | IA | 50266 | NONE | EXEMPT | MEDICAL ASSISTANCE FOR | $300 | |||||
| NORTH DES MOINES HIGH SCHOOL FOUNDATION | ||||||||||||
| 501 HOLCOMB AVE | DES MOINES | IA | 50313 | NONE | EXEMPT | EDUCATION ADVANCEMENT | $100 | |||||
| TEMPLE B'NAI JESHURUN | ||||||||||||
| 5101 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | RELIGIOUS ADVANCEMENT | $250 | |||||
| UNITYPOINT HOSPITAL FOUNDATION | ||||||||||||
| 1776 WEST LAKES PKWY | W DES MOINES | IA | 50266 | NONE | EXEMPT | MEDICAL RESEARCH | $100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $583,664 | 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 | $85,189 | 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 | $24,581 | 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 | $110,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,542 | 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 | $44,953 | $46,280 |
| FBL FIN GRP 3/2017 | ||
| SIMON PROP GRP LP 3.375% 22-21 | $49,839 | $51,471 |
| SWISS RE SOLUTIONS 6/2019-2014 | $38,313 | $39,932 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $8,905 | $24,761 |
| COLONIAL PROPERTIES TRUST | ||
| DEERE CO | $6,334 | $26,541 |
| EMC CORPORATION | $15,032 | $50,558 |
| EMERSON ELECTRIC | $10,463 | $21,606 |
| EXXON MOBIL | $7,380 | $18,490 |
| FELCOR LODGING | $91,925 | $32,460 |
| GE CO | ||
| HIGHWOODS PROPERTIES INC | ||
| ING NV | $134,200 | $66,510 |
| MACERICH CO | $363,691 | $1,446,663 |
| MICROSOFT | $26,490 | $46,450 |
| MID-AMERICA APARTMENT COMM INC | $54,219 | $49,737 |
| SCHLUMBERGER LTD | $5,142 | $14,947 |
| TAUBMAN CENTERS INC | $37,999 | $213,976 |
| TRANSOCEAN INC | ||
| TOLL BROTHERS INC | $7,538 | $13,708 |
| WALMART STORES INC | $13,640 | $47,234 |
| TRAVELERS CO INC | $8,131 | $15,878 |
| WILLIAMS CO INC | $19,436 | $35,952 |
| DU PONT DE NEMOIRS | $19,623 | $29,576 |
| JOHNSON JOHNSON | $13,204 | $20,914 |
| NEWMONT MINING | $9,089 | $3,780 |
| ORACLE CORP | $3,879 | $10,118 |
| PEPSICO INC | $15,831 | $23,640 |
| PROCTOR GAMBLE | $14,415 | $20,495 |
| QUALCOMM INC | $11,534 | $22,299 |
| QUEST DIAGNOSTICS INC | ||
| SENIOR HOUSING PROP TRUST | $15,351 | $15,477 |
| TARGET CORP | ||
| ABBVIE INC | $7,023 | $26,176 |
| FISERV INC | $14,449 | $40,453 |
| T ROWE PRICE | $9,712 | $17,172 |
| US BANK | $5,445 | $9,889 |
| FIRST INDUSTRIAL REALTY TRUST | $93,863 | $61,680 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $98,941 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $108,230 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $99,935 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $106,853 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET ADJUSTMENTS TO BOOK VALUE | Desc |
| Amt | $1,842 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES-SUBJECT T | $363 | $181 | $181 |
| TAX PREPARATION FEE (ALLOCABLE | $375 | $188 | $188 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |