LSB FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2015-06-15
- IRS object ID
- 201531669349100218
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-15T13:36:24-05:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201653464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LSBF | BusinessNameControlTxt |
| Phone | 3192331900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JAMES E THIELEN 242 TOWER PARK | AddressLine1 |
| Address Line2 | DR | AddressLine2 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E THIELEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3192331900 | PhoneNum |
| Signature | 2015-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE ELIAS | PreparerPersonNm |
| PTIN | P00241120 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $141,726 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $136,703 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $975 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,027 | 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 |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $503 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $503 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,451 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,917 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,887 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,839 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $130,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $130,594 | RetainedEarningBOYAmt |
| Retained Earning EOY | $141,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $141,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $141,567 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $141,567 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $126,782 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $94,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.341467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,727 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.105032 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,681 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.248663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $339,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $287,145 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.183360 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,004,029 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $514,530 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.951352 | DistributionYr5Rt |
| Total Distribution | 6.829874 | TotalDistributionRt |
| Average Distribution | 1.365975 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $124,681 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $170,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,104 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33 | OverpaymentAmt |
| Applied To ES Tax | $33 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | JAMES S THIELEN | IndividualWithBooksNm |
| Phone | 3192331900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 TOWER PARK DRIVE | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVE TSCHERTER | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CORDELL PETERSON | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JIM SCHNEIDER | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JEFFREY DRALLE | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MILT DAKOVICH | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CLEM HAVLIK | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DICK RICKERT | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| STEVE BROUWER | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JAMES E THIELEN | ||||||||
| 242 TOWER PARK DRIVE | WATERLOO | IA | 50701 | TRUSTEE | 0.50 | $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 |
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 | $105,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,234 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $6,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,234 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $977,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $322,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,809 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,056 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,634,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,870 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,753,801 | 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 | $977,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $776,343 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $322,439 | ExcessFromYear4Amt |
| Excess From Year3 | $116,809 | ExcessFromYear3Amt |
| Excess From Year2 | $96,169 | ExcessFromYear2Amt |
| Excess From Year1 | $122,056 | ExcessFromYear1Amt |
| Excess From Current Year | $118,870 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES E THIELEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 TOWER PARK DRIVE | AddressLine1 |
| City | WATERLOO | City |
| State | IA | State |
| ZIP Code | 50701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3192331900 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS ARE AVAILABLE AT THE OFFICES OF LINCOLN SAVINGS BANK | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE REVIEWED AS RECVD ON A CALENDAR QRTRLY BASIS.ALL TIMES ARE SPECIFIED ON THE GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX QUALIFIED ORGANIZATIONS WITH IN THE GEORGRAPHIC MARKETS SERVED BY LINCOLN SAVINGS BANK | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADEL-DESOTA MINBURN FINE ARTS | |||||||
| PO BOX 252 | ADEL | IA | 50003 | NONE | PC | GENERAL OPERATING | $1,000 |
| ALLEN MEMORIAL HOSPITAL CORP | |||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $3,000 |
| ALTERNATIVES PREGNANCY CENTER | |||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,500 |
| ALZHEIMERS FOUNDATION | |||||||
| 322 EIGHTH AVE 7TH FLR | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING | $180 |
| AMERICAN CANCER SOCIETY | |||||||
| 225 N MICHIGAN AVE 1210 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING | $120 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1035 N CENTER PT RD STE B | HIAWATHA | IA | 52233 | NONE | PC | GENERAL OPERATING | $3,801 |
| AMERICAN RED CROSS HAWKEYE CHAPTER | |||||||
| 2530 UNIVERSITY AVE STE 1 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,120 |
| ANKENY KIWANIS CLUB FOUNDATION | |||||||
| 504 W 1ST ST | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING | $1,000 |
| APLINGTON-PARKERSBURG HIGH SCHOOL | |||||||
| 610 N JOHNSON | PARKERSBURG | IA | 50665 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 |
| ASPIRE THERAPEUTIC RIDING PROGRAM | |||||||
| 8100 KIMBALL AVE | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $100 |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | |||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | GENERAL OPERATING | $1,000 |
| BIG BROTHERS BIG SISTERS OF NORTHEAST IOWA | |||||||
| 2530 UNIVERSITY AVE STE 8 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $3,820 |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | |||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,000 |
| CEDAR BEND HUMANE SOCIETY INC | |||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $671 |
| CEDAR HEIGHTS ELEMENTARY | |||||||
| 2417 RAINBOW DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $200 |
| CEDAR VALLEY CATHOLIC SCHOOLS | |||||||
| 3231 W 9TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $500 |
| CEDAR VALLEY GROWTH FUND | |||||||
| 2835 W 9TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $3,000 |
| CEDAR VALLEY HOSPICE | |||||||
| 2101 KIMBALL AVE STE 401 | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,000 |
| CITY OF APLINGTON RECREATION COMPLEX | |||||||
| PO BOX 516 | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $1,000 |
| CITY OF GLADBROOK | |||||||
| PO BOX 309 | GLADBROOK | IA | 50635 | NONE | PC | GLADBROOK FIRE & AMBULANCE BLDG | $2,500 |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | |||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $2,000 |
| COVENANT FOUNDATION | |||||||
| 3421 WEST NINTH ST | WATERLOO | MD | 50702 | NONE | PC | GENERAL OPERATING | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON RD | BETHESDA | MD | 20814 | NONE | PC | GENERAL OPERATING | $965 |
| DOLLARS FOR SCHOLARS CEDAR FALLS | |||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | DOLLARS FOR SCHOLARS | $200 |
| EASTER SEALS | |||||||
| 2920 30TH ST | DES MOINES | IA | 50310 | NONE | PC | GENERAL OPERATING | $1,547 |
| EXCEPTIONAL PERSONS FOUNDATION | |||||||
| PO BOX 4090 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $1,000 |
| FAITH'S LODGE | |||||||
| 4080 W BROADWAY | MINNEAPOLIS | MN | 55422 | NONE | PC | GENERAL OPERATING | $1,050 |
| GALAXY YOUTH PROGRAMS | |||||||
| 917 MAIN STREET | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $1,000 |
| GIRL SCOUTS OF EASTERN IOWA & WESTERN ILLINOIS | |||||||
| 2530 UNIVERSITY AVE STE 1 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $500 |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | |||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | PC | DOLLARS FOR SCHOLARS | $4,000 |
| GMG FOUNDATION | |||||||
| 306 PARK ST | GARWIN | IA | 50632 | NONE | PC | GENERAL OPERATING | $1,000 |
| GREENE BETTERMENT COUNCIL | |||||||
| LSB PO BOX G | GREENE | IA | 50636 | NONE | PC | GENERAL OPERATING | $850 |
| GREENE PUBLIC LIBRARY | |||||||
| 231 W TRAER ST | GREENE | IA | 50636 | NONE | PC | GENERAL OPERATING | $1,000 |
| GRINNELL NEWBURG HIGH SCHOOL | |||||||
| 1510 PENROSE ST | GRINNELL | IA | 50112 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 |
| GRINNELL REGIONAL MEDICAL CENTER | |||||||
| 210 4TH AVE | GRINNELL | IA | 50112 | NONE | PC | GENERAL OPERATING | $5,000 |
| GRUNDY CENTER COMMUNITY SCHOOL FOUNDATION | |||||||
| 608 7TH ST | GRUNDY CENTER | IA | 50638 | NONE | PC | GENERAL OPERATING | $360 |
| GRUNDY CENTER YMCA | |||||||
| 1006 M AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | BEFORE & AFTER SCHOOL PROGRAM | $360 |
| GRUNDY CO MEMORIAL HOSPITAL | |||||||
| 201 E J AVE | GRUNDY CENTER | IA | 50638 | NONE | PC | GENERAL OPERATING | $3,500 |
| HARTMAN RESERVE NATURE CENTER | |||||||
| 657 RESERVE DR | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $200 |
| HAWKEYE COMMUNITY COLLEGE | |||||||
| 1501 E ORANGE RD | WATERLOO | IA | 507048015 | NONE | PC | DIVERSITY IN STEM CONFERENCE | $1,000 |
| HIGHLAND ELEMENTARY | |||||||
| 812 IDAHO ST | WATERLOO | IA | 50703 | NONE | PC | PARTNERSHIP IN EDUCATION | $190 |
| HOUSE OF HOPE | |||||||
| 306 WALNUT ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $500 |
| HUDSON EDUCATION FUND | |||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PC | GENERAL OPERATING | $1,000 |
| IOWA HEARTLAND HABITAT FOR HUMANITY | |||||||
| 803 W 5TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,000 |
| IOWA STATE UNIVERSITY | |||||||
| 0210 BEARSHEAR HALL | AMES | IA | 50011 | NONE | PC | SCHOLARSHIP | $1,000 |
| JESUP SCHOOLS | |||||||
| 531 PROSPECT ST | JESUP | IA | 50648 | NONE | PC | GET BACK ON THE TRACK CAMPAIGN | $720 |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | |||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $1,442 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1 N LASALLE ST 1200 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING | $1,850 |
| KIDQUEST DAYCARE | |||||||
| 427 NASH ST | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $1,500 |
| LUTHERAN SERVICES IN IOWA INC | |||||||
| 904 W 4TH ST | WATERLOO | IA | 50702 | NONE | PC | GENERAL OPERATING | $1,500 |
| MAGICAL MIX KIDS | |||||||
| 721 SHIRLEY STREET | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $200 |
| MONROE CLEVER CLOVERS 4H CLUB | |||||||
| 725 HOWARD ST | APLINGTON | IA | 50604 | NONE | PC | GENERAL OPERATING | $500 |
| NASHUA-PLAINFIELD HIGH SCHOOL | |||||||
| 612 GREELEY ST | NASHUA | IA | 50658 | NONE | PC | GENERAL OPERATING | $1,000 |
| NORTH BUTLER COMMUNITY SCHOOL DISTRICT | |||||||
| 201 NORTH 5TH STREET | GREENE | IA | 50636 | NONE | PC | SPORTS COMPLEX | $4,000 |
| NORTH BUTLER HIGH SCHOOL | |||||||
| 201 NORTH 5TH STREET | GREENE | IA | 50636 | NONE | PC | SCHOLARSHIP FUND | $1,000 |
| NORTH STAR COMMUNITY SERVICE INC | |||||||
| 3420 UNIVERSITY AVENUE | WATERLOO | IA | 50701 | NONE | PC | PUBLIC ART SHOW PROJECT | $1,000 |
| OPERATION THRESHOLD | |||||||
| PO BOX 4120 | WATERLOO | IA | 50704 | NONE | PC | HOUSING & FAIR LENDING | $500 |
| PANTHER SCHOLARSHIP CLUB | |||||||
| 1223 WEST 22ND ST | CEDAR FALLS | IA | 50614 | NONE | PC | SCHOLARSHIPS | $500 |
| POLK COUNTY HOUSING TRUST FUND | |||||||
| 108 3RD ST STE 350 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING | $1,000 |
| POST 730 WATERLOO HONOR FLIGHT | |||||||
| PO BOX 182 | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $4,284 |
| REINBECK FIRE RESCUE | |||||||
| PO BOX 192 | REINBECK | IA | 50669 | NONE | PC | RFD FIRE & PPE GEAR REPLACEMENT | $2,500 |
| RIVER HILLS SCHOOL | |||||||
| 2700 GRAND BLVD | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $3,000 |
| SOUTH TAMA HIGH SCHOOL | |||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 |
| SOUTH TAMA MUSIC | |||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PC | GENERAL OPERATING | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $120 |
| THE JOB FOUNDATION | |||||||
| PO BOX 1141 | CEDAR FALLS | IA | 506130050 | NONE | PC | GENERAL OPERATING | $1,000 |
| THE SALVATION ARMY OF BLACK HAWK COUNTY | |||||||
| PO BOX 867 | WATERLOO | IA | 50704 | NONE | PC | GENERAL OPERATING | $1,825 |
| TOLEDO COMMUNITY THEATRE GUILD | |||||||
| PO BOX 387 | TOLEDO | IA | 52342 | NONE | PC | GENERAL OPERATING | $3,000 |
| UNI PANTHER SCHOLARSHIP FUND | |||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PC | GENERAL OPERATING | $1,500 |
| VISITING NURSING ASSOCIATION | |||||||
| 2530 UNIVERSITY AVE STE 3 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $200 |
| WATERLOO CENTER FOR THE ARTS | |||||||
| 225 COMMERICIAL ST | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $100 |
| WATERLOO COMMUNITY SCHOOLS FOUNDATION | |||||||
| 425 CEDAR ST STE 320 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $3,000 |
| WATERLOO DEVELOPMENT CORP | |||||||
| 10 W 4 ST STE 310 | WATERLOO | IA | 50701 | NONE | PC | GENERAL OPERATING | $5,000 |
| WATERLOO HOUSING TRUST FUND | |||||||
| 620 MULBERRY ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $1,000 |
| WATERLOO-CEDAR FALLS SYMPHONY | |||||||
| GALLAGHER BLUEDORN PAC | CEDAR FALLS | IA | 50613 | NONE | PC | GENERAL OPERATING | $500 |
| WAVERLY HEALTH CARE CENTER | |||||||
| 312 9TH ST SW | WAVERLY | IA | 50677 | NONE | PC | GENERAL OPERATING | $2,000 |
| WAVERLY-SHELL ROCK DOLLARS FOR SCHOLARS | |||||||
| 1415 4TH AVE SW | WAVERLY | IA | 50677 | NONE | PC | DOLLARS FOR SCHOLARS | $1,000 |
| WINNEBAGO COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 2929 AIRPORT BLVD | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $200 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PC | GENERAL OPERATING | $1,480 |
| YWCA OF BLACK HAWK COUNTY | |||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PC | GENERAL OPERATING | $10,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,451 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,027 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LINCOLN SAVINGS BANK | ||||||
| 1 | 508 MAIN ST | REINBECK | IA | 50669 | $99,996 | Yes (X) |
| NORTH SHORE BOAT CLUB | ||||||
| 2 | PO BOX 253 | CEDAR FALLS | IA | 50613 | $14,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $20,680 | EOYBookValueAmt |
| EOYFMV | $20,839 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $1,006 | Amt |
| Net Investment Income | $503 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $503 | DisbursementsCharitablePrpsAmt |