FRED AND CHARLOTTE HUBBELL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND CHARLOTTE HUBBELL FOUNDATION (EIN 39-1878112)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-01
- IRS object ID
- 201421219349100122
- Schema version
- 2013v3.1
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-01T08:30:29-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED HUBBELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5152452965 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452831 | PhoneNum |
| Preparation | 2014-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,800,911 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,870 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $81,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,031 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,147 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,073 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,073 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,437 | 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 | $22,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $662,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $662,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $684,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $672,262 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$603,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $400 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $44,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,479 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $330,845 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $250,170 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $267,859 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,965,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,530,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,378,615 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $196,301 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $148,186 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $149,958 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,537,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,933,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,800,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,537,710 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,933,662 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,537,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,933,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,537,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,933,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,537,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$603,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,933,751 | SubtotalAmt |
| Other Decreases | $89 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,933,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (130 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6.67 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4. | 2008-02-22 | 2013-01-11 | $7 | $6 | $1 | $1 | |
| 247.39 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLASS | 2008-04-11 | 2013-01-11 | $247 | $237 | $10 | $10 | |
| 1640.23 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-01-15 | $1,640 | $1,686 | -$46 | -$46 | |
| 14.51 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-01-15 | $15 | $14 | $1 | $1 | |
| 1131.55 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-01-22 | $1,132 | $1,109 | $23 | $23 | |
| 53.39 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-01-25 | $53 | $52 | $1 | $1 | |
| 271.9 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-01-25 | $272 | $274 | -$2 | -$2 | |
| 22.25 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-01-25 | $22 | $23 | -$1 | -$1 | |
| 7.96 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4. | 2008-02-22 | 2013-02-12 | $8 | $7 | $1 | $1 | |
| 16.31 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLASS | 2008-04-11 | 2013-02-12 | $16 | $16 | |||
| 643.29 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2013-02-12 | $643 | $643 | |||
| 711.21 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-02-15 | $711 | $731 | -$20 | -$20 | |
| 14.58 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-02-15 | $15 | $14 | $1 | $1 | |
| 1100.48 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-02-20 | $1,100 | $1,078 | $22 | $22 | |
| 98.86 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-02-25 | $99 | $97 | $2 | $2 | |
| 408.24 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-02-25 | $408 | $412 | -$4 | -$4 | |
| 22.42 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-02-25 | $22 | $23 | -$1 | -$1 | |
| 10.3 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4. | 2008-02-22 | 2013-03-12 | $10 | $10 | |||
| 16.59 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLASS | 2008-04-11 | 2013-03-12 | $17 | $16 | $1 | $1 | |
| 3550.63 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2013-03-13 | $3,551 | $3,396 | $155 | $155 | |
| 363.77 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-03-15 | $364 | $374 | -$10 | -$10 | |
| 14.69 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-03-15 | $15 | $15 | |||
| 1198.16 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-03-20 | $1,198 | $1,174 | $24 | $24 | |
| 75.52 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-03-25 | $76 | $74 | $2 | $2 | |
| 273.89 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-03-25 | $274 | $276 | -$2 | -$2 | |
| 22.8 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/203 | 2007-08-21 | 2013-03-25 | $23 | $23 | |||
| 10.69 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4 | 2008-02-22 | 2013-04-11 | $11 | $10 | $1 | $1 | |
| 16.16 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLASS | 2008-04-11 | 2013-04-11 | $16 | $15 | $1 | $1 | |
| 345.29 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-04-15 | $345 | $355 | -$10 | -$10 | |
| 14.76 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-04-15 | $15 | $15 | |||
| 152.16 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2013-04-15 | $152 | $146 | $6 | $6 | |
| 1178.78 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-04-22 | $1,179 | $1,155 | $24 | $24 | |
| 101.69 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6. | 1998-04-24 | 2013-04-25 | $102 | $100 | $2 | $2 | |
| 369.94 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-04-25 | $370 | $373 | -$3 | -$3 | |
| 23.41 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-04-25 | $23 | $24 | -$1 | -$1 | |
| 1400. GENERAL ELECTRIC CO. | 2013-04-29 | $31,093 | $39,443 | -$8,350 | -$8,350 | ||
| 150. PROCTER & GAMBLE | 2006-12-21 | 2013-04-29 | $11,641 | $9,610 | $2,031 | $2,031 | |
| 139. TRANSOCEAN LTD | 2006-12-21 | 2013-04-29 | $7,158 | $15,996 | -$8,838 | -$8,838 | |
| 4792.47 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 | 2008-02-22 | 2013-05-13 | $4,792 | $4,493 | $299 | $299 | |
| 17.63 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLASS | 2008-04-11 | 2013-05-13 | $18 | $17 | $1 | $1 | |
| 2.14 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS A3 | 2008-04-10 | 2013-05-13 | $2 | $2 | |||
| 277.33 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2013-05-13 | $277 | $277 | |||
| 25000. ANTIGO WISCONSIN TAXABLE-PROM NTS-SER B 5.75% 12/01/2013-2013 | 2008-07-10 | 2013-05-15 | $25,000 | $25,028 | -$28 | -$28 | |
| 754.88 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-05-15 | $755 | $776 | -$21 | -$21 | |
| 14.85 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-05-15 | $15 | $15 | |||
| 1401.71 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-05-20 | $1,402 | $1,373 | $29 | $29 | |
| 54. FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 1998-04-24 | 2013-05-28 | $54 | $53 | $1 | $1 | |
| 358.23 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-05-28 | $358 | $362 | -$4 | -$4 | |
| 23.01 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-05-28 | $23 | $24 | -$1 | -$1 | |
| 442.8 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4 | 2008-02-22 | 2013-06-11 | $443 | $415 | $28 | $28 | |
| 45.35 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLASS | 2008-04-11 | 2013-06-11 | $45 | $43 | $2 | $2 | |
| 711.03 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2013-06-13 | $711 | $680 | $31 | $31 | |
| 1200.74 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-06-17 | $1,201 | $1,234 | -$33 | -$33 | |
| 14.93 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-06-17 | $15 | $15 | |||
| 1240.87 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-06-20 | $1,241 | $1,216 | $25 | $25 | |
| 69.37 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-06-25 | $69 | $68 | $1 | $1 | |
| 218.82 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-06-25 | $219 | $221 | -$2 | -$2 | |
| 23.16 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-06-25 | $23 | $24 | -$1 | -$1 | |
| 9.74 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4. | 2008-02-22 | 2013-07-11 | $10 | $9 | $1 | $1 | |
| 908.42 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 | 2008-02-22 | 2013-07-11 | $910 | $852 | $58 | $58 | |
| 2828.28 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLAS | 2008-04-11 | 2013-07-11 | $2,828 | $2,711 | $117 | $117 | |
| 775.81 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-07-15 | $776 | $797 | -$21 | -$21 | |
| 15.02 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-07-15 | $15 | $15 | |||
| 6.59 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS A3 | 2008-04-10 | 2013-07-15 | $7 | $6 | $1 | $1 | |
| 1136.98 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-07-22 | $1,137 | $1,114 | $23 | $23 | |
| 59.39 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-07-25 | $59 | $58 | $1 | $1 | |
| 228.52 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-07-25 | $229 | $231 | -$2 | -$2 | |
| 23.56 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-07-25 | $24 | $24 | |||
| 1000. HIGHWOODS PROPERTIES INC. | 1998-04-13 | 2013-08-01 | $36,400 | $34,163 | $2,237 | $2,237 | |
| 1500. TAUBMAN CENTERS INC. | 2013-08-01 | $110,477 | $20,838 | $89,639 | $89,639 | ||
| 1.36 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS A3 | 2008-04-10 | 2013-08-13 | $1 | $1 | |||
| 189.23 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2013-08-13 | $189 | $189 | |||
| 919.99 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-08-15 | $920 | $945 | -$25 | -$25 | |
| 15.15 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-08-15 | $15 | $15 | |||
| 1458.32 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-08-20 | $1,458 | $1,429 | $29 | $29 | |
| 72.1 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5% | 1998-04-24 | 2013-08-26 | $72 | $71 | $1 | $1 | |
| 192.32 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-08-26 | $192 | $194 | -$2 | -$2 | |
| 2768.91 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/ | 2007-08-21 | 2013-08-26 | $2,769 | $2,838 | -$69 | -$69 | |
| 3.55 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS A3 | 2008-04-10 | 2013-09-13 | $4 | $3 | $1 | $1 | |
| 650.86 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-09-16 | $651 | $669 | -$18 | -$18 | |
| 15.19 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-09-16 | $15 | $15 | |||
| 1008.33 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-09-20 | $1,008 | $988 | $20 | $20 | |
| 83.75 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-09-25 | $84 | $82 | $2 | $2 | |
| 607.29 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-09-25 | $607 | $613 | -$6 | -$6 | |
| 2133.02 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/ | 2007-08-21 | 2013-09-25 | $2,133 | $2,186 | -$53 | -$53 | |
| 1500. HIGHWOODS PROPERTIES INC. | 2013-09-26 | $53,123 | $45,619 | $7,504 | $7,504 | ||
| 20000. NORTHEAST IOWA CMNTY COLLEGE INDL NEW JOBS TRAINING CTFS TAXABL | 2009-06-16 | 2013-09-26 | $20,355 | $20,000 | $355 | $355 | |
| 350. ORACLE CORPORATION | 2006-12-21 | 2013-09-26 | $11,827 | $6,034 | $5,793 | $5,793 | |
| 300. QUEST DIAGNOSTICS INCORPORATED | 2006-12-21 | 2013-09-26 | $18,687 | $15,934 | $2,753 | $2,753 | |
| 750. SENIOR HOUSING PROPERTIES TRUST | 2006-10-09 | 2013-09-26 | $17,565 | $16,448 | $1,117 | $1,117 | |
| 150. THE TRAVELERS COMPANIES INC | 2006-12-21 | 2013-09-26 | $12,868 | $8,131 | $4,737 | $4,737 | |
| 1393.17 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS | 2008-04-10 | 2013-10-14 | $1,393 | $1,333 | $60 | $60 | |
| 485.25 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-10-15 | $485 | $499 | -$14 | -$14 | |
| 15.28 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-10-15 | $15 | $15 | |||
| 750.53 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-10-21 | $751 | $735 | $16 | $16 | |
| 86.77 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-10-25 | $87 | $85 | $2 | $2 | |
| 345.1 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-10-25 | $345 | $348 | -$3 | -$3 | |
| 1673.78 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/ | 2007-08-21 | 2013-10-25 | $1,674 | $1,716 | -$42 | -$42 | |
| 853.58 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0 | 2008-06-18 | 2013-11-13 | $854 | $854 | |||
| 3.49 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS A3 | 2008-04-10 | 2013-11-14 | $3 | $3 | |||
| 159.28 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-11-15 | $159 | $164 | -$5 | -$5 | |
| 15.39 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-11-15 | $15 | $15 | |||
| 831.16 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-11-20 | $831 | $814 | $17 | $17 | |
| 106.84 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6. | 1998-04-24 | 2013-11-25 | $107 | $105 | $2 | $2 | |
| 497.4 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-11-25 | $497 | $502 | -$5 | -$5 | |
| 13.78 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-11-25 | $14 | $14 | |||
| 4000. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 1901-01-01 | 2013-11-25 | $50,918 | $104,800 | -$53,882 | -$53,882 | |
| 3148.03 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $3,148 | $3,227 | -$79 | -$79 | |
| 143.55 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $144 | $147 | -$3 | -$3 | |
| 176.43 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $176 | $181 | -$5 | -$5 | |
| 25976.72 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLAS | 2010-11-08 | 2013-11-25 | $25,977 | $26,626 | -$649 | -$649 | |
| 183.33 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $183 | $188 | -$5 | -$5 | |
| 124.2 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS A | 2010-11-08 | 2013-11-25 | $124 | $127 | -$3 | -$3 | |
| 527.91 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $528 | $541 | -$13 | -$13 | |
| 141.92 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $142 | $145 | -$3 | -$3 | |
| 5129.25 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $5,129 | $5,257 | -$128 | -$128 | |
| 162.9 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS A | 2010-11-08 | 2013-11-25 | $163 | $167 | -$4 | -$4 | |
| 114.47 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $114 | $117 | -$3 | -$3 | |
| 136.1 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS A | 2010-11-08 | 2013-11-25 | $136 | $140 | -$4 | -$4 | |
| 182.49 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-11-25 | $182 | $187 | -$5 | -$5 | |
| 4000. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2013-11-27 | $51,721 | $104,800 | -$53,079 | -$53,079 | ||
| 500. INTERNATIONALE NEDERLANDEN GROEP N.V.-SP | 2004-11-09 | 2013-12-10 | $6,340 | $13,100 | -$6,760 | -$6,760 | |
| 376.9 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023 | 2010-03-09 | 2013-12-16 | $377 | $387 | -$10 | -$10 | |
| 15.46 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION | 1998-04-24 | 2013-12-16 | $15 | $15 | |||
| 144.36 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS | 2010-11-08 | 2013-12-17 | $144 | $148 | -$4 | -$4 | |
| 701.18 GOVERNMENT NATIONAL MORTGAGE ASSN POOL # | 2003-08-07 | 2013-12-20 | $701 | $687 | $14 | $14 | |
| 60.51 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5 | 1998-04-24 | 2013-12-26 | $61 | $59 | $2 | $2 | |
| 310.34 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7% | 1998-04-24 | 2013-12-26 | $310 | $313 | -$3 | -$3 | |
| 12.51 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20 | 2007-08-21 | 2013-12-26 | $13 | $13 | |||
| CAPITAL GAIN DIVIDENDS | $23,927 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $648,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,444,456 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.188417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $595,068 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,844,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $721,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,921,119 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.184019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $392,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,513,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $934,553 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,586,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.1673 | DistributionYr5Rt |
| Total Distribution | 0.806112 | TotalDistributionRt |
| Average Distribution | 0.161222 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,077,368 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $496,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $678 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $496,817 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $672,262 | 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 | $678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,620 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $942 | OverpaymentAmt |
| Applied To ES Tax | $170 | AppliedToESTaxAmt |
| Refund | $772 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Phone | 5152452965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50304 | ZIPCode |
| 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 | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,147 | 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 | $3,079,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,124,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,124,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,077,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $678 | TotalTaxAmt |
| Distributable Before Adj | $153,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $672,262 | 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 | $672,262 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $678 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $671,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $658,542 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $218,598 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $526,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $404,418 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $480,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,288,560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $672,262 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $519,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,807,632 | 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 | $658,542 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,149,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $218,598 | ExcessFromYear4Amt |
| Excess From Year3 | $526,996 | ExcessFromYear3Amt |
| Excess From Year2 | $404,418 | ExcessFromYear2Amt |
| Excess From Year1 | $480,006 | ExcessFromYear1Amt |
| Excess From Current Year | $519,072 | 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 | AddressLine1 |
| City | DES MOINES | City |
| State | IA | State |
| ZIP Code | 50309 | ZIPCode |
| 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 (101 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DES MOINES METRO OPERA | |||||||||||||
| 106 W BOSTON AVE | INDIANOLA | IA | 50125 | NONE | EXEMPT | LITERARY SUPPORT OF FINE | $22,500 | ||||||
| IOWA ENVIRONMENTAL COUNCIL | |||||||||||||
| 7031 DOUGLAS AVE | DES MOINES | IA | 50322 | NONE | EXEMPT | SCIENTIFIC-IMPROVE | $9,800 | ||||||
| SCIENCE CENTER OF IOWA | |||||||||||||
| 4500 GRAND AVE | DES MOINES | IA | 50315 | NONE | EXEMPT | EDUCATIONAL SUPPORT TO | $4,000 | ||||||
| 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 | $5,300 | ||||||
| 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 | ||||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | NONE | EXEMPT | CHARITABLE ENVIRONMENTAL | $1,000 | ||||||
| URBAN DREAMS | |||||||||||||
| 1410 6TH AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE YOUTH LEADERSHIP | $15,000 | ||||||
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||||||||
| 4126 INGERSOLL AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | RELIGIOUS CHURCH SUPPORT | $5,500 | ||||||
| UNIVERSITY OF IOWA FOUNDATION | |||||||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $55,000 | ||||||
| TULANE UNIVERSITY | |||||||||||||
| 349 PRYTANIA ST | NEW ORLEANS | LA | 70118 | NONE | EXEMPT | EDUCATIONAL SUPPORT | $5,000 | ||||||
| IOWA PUBLIC TELEVISION | |||||||||||||
| 6450 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | EXEMPT | LITERACY SUPPORT OF FINE | $2,500 | ||||||
| PLANNED PARENTHOOD OF GREATER | |||||||||||||
| PO BOX 4557 | DES MOINES | IA | 50306 | NONE | EXEMPT | CHARITABLE SUPPORT PUBLIC | $102,600 | IOWA | |||||
| IOWA NATURAL HERITAGE FOUNDATION | |||||||||||||
| 600 E LOCUST ST | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATION PRESERVE NATURAL | $8,500 | ||||||
| HOPE MINISTRIES | |||||||||||||
| PO BOX 862 | DES MOINES | IA | 50304 | NONE | EXEMPT | RELIGIOUS CHURCH SUPPORT | $10,000 | ||||||
| DES MOINES ART CENTER | |||||||||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | LITERARY SUPPORT OF THE | $7,180 | ||||||
| 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 | ||||||
| HOYT SHERMAN PLACE FOUNDATION | |||||||||||||
| 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | CHARITABLE - HISTORICAL | $1,000 | ||||||
| DES MOINES PUBLIC LIBRARY FOUNDATION | |||||||||||||
| 100 LOCUST ST | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATIONAL - GENERAL FUND | $1,400 | ||||||
| BLANK PARK ZOO FOUNDATION | |||||||||||||
| 3812 INGERSOLL AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | EDUCATIONAL - PRESERVATION | $26,000 | ||||||
| METRO ARTS ALLIANCE | |||||||||||||
| 500 E LOCUST ST STE 207 | DES MOINES | IA | 50309 | NONE | EXEMPT | EDUCATIONAL - SUPPORT THE | $500 | ||||||
| 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 | $1,000 | ||||||
| PRACTICAL FARMERS OF IOWA | |||||||||||||
| PO BOX 349 | AMES | IA | 50010 | NONE | EXEMPT | PROMOTE LAND CONSERVATION | $10,000 | ||||||
| CENTRAL PARK CONSERVANCY | |||||||||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CARE AND CONSERVATION OF NY | $2,000 | ||||||
| SIERRA CLUB | |||||||||||||
| 85 SECOND ST 2ND FL | SAN FRANCISCO | CA | 94105 | NONE | EXEMPT | ENVIRONMENTAL-INCREASE | $1,000 | ||||||
| BROADLAWNS MEDICAL CENTER | |||||||||||||
| 1801 HICKMAN ROAD | DES MOINES | IA | 50312 | NONE | EXEMPT | MEDICAL-GENERAL FUND | $200 | FOUNDATION | |||||
| BOYS AND GIRLS CLUBS-CENTRAL IOWA | |||||||||||||
| 1350 EAST WASHINGTON AVE | DES MOINES | IA | 50316 | NONE | EXEMPT | HUMANITARIAN-ASSIST AT RISK | $8,000 | ||||||
| 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 | $1,000 | ||||||
| ANIMAL RESCUE LEAGUE | |||||||||||||
| 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | EXEMPT | HUMANITARIAN-ASSISTING | $2,350 | ||||||
| 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 | $30,000 | ||||||
| DES MOINES PASTORAL COUNSELING CENTER | |||||||||||||
| 2929 WESTOWN PARKWAY 110 | WEST DES MOINES | IA | 50266 | NONE | EXEMPT | COUNSELING FAMILIES | $1,357 | ||||||
| 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 | $2,000 | ||||||
| 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 | $1,000 | ||||||
| ANAWIM HOUSING FOUNDATION | |||||||||||||
| 921 6TH AVE STE B | DES MOINES | IA | 50309 | NONE | EXEMPT | PROVIDE HOUSING FOR | $2,500 | ||||||
| COMMON CAUSE EDUCATION FUND | |||||||||||||
| 1133 19TH ST NW | WAHINGTON | DC | 20036 | NONE | EXEMPT | PROMOTE ACCOUNTABILITY IN | $1,000 | ||||||
| DENVER MUSEUM OF NATURE AND SCIENCE | |||||||||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | EXEMPT | PRESERVATION OF HISTORICAL | $5,000 | ||||||
| DES MOINES SOCIAL CLUB | |||||||||||||
| 1408 LOCUST ST | DES MOINES | IA | 50309 | NONE | EXEMPT | PROMOTION OF ARTS IN DES | $55,600 | ||||||
| ECHOING GREEN FOUNDATION | |||||||||||||
| 494 EIGHTH AVE | NEW YORK | NY | 10001 | NONE | EXEMPT | PROVIDING FOR FUTURE SOCIAL | $2,000 | ||||||
| HAWTHORN HILL FOUNDATION | |||||||||||||
| 3001 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | ASSISTING HOMELESS FAMILIES | $26,000 | ||||||
| IOWA RIVERS REVIVAL FOUNDATION | |||||||||||||
| PO BOX 72 | DES MOINES | IA | 50301 | NONE | EXEMPT | PRESERVATION OF IOWA RIVERS | $5,100 | ||||||
| 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 | $15,800 | ||||||
| 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 | LONDON | ENGLAND | UK | EC1ROEQ | |||||
| HABITAT FOR HUMANITY | |||||||||||||
| 2341 2ND AVENUE | DES MOINES | IA | 50313 | NONE | EXEMPT | CONSTRUCTION AND | $25,100 | ||||||
| UNIVERSITY OF NORTH CAROLINA | |||||||||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | EXEMPT | EDUCATION | $5,000 | ||||||
| WATER FOR PEOPLE | |||||||||||||
| 6666 W QUINCY AVE | DENVER | CO | 80235 | NONE | EXEMPT | WATER AND SANITATION | $6,500 | ||||||
| CHP 11-99 FOUNDATION | |||||||||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | EXEMPT | SCHOLARSHIP PROGRAM | $2,000 | ||||||
| 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 | $500 | ||||||
| KCRW PUBLIC RADIO | |||||||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | EXEMPT | SPIRITUAL RADIO | $1,000 | ||||||
| MAKE A WISH FOUNDATION | |||||||||||||
| 3024 104TH ST | URBANDALE | IA | 50322 | NONE | EXEMPT | PROGRAMS FOR TERMINALLY ILL | $1,000 | ||||||
| OPERATION SMILE | |||||||||||||
| 6435 TIDEWATER DR | NORFOLK | VA | 23509 | NONE | EXEMPT | DENTAL CARE FOR NEEDY | $1,000 | ||||||
| WORLD VETS | |||||||||||||
| 802 1ST AVE NORTH | FARGO | ND | 58102 | NONE | EXEMPT | HUMANE TREATMENT OF ANIMALS | $1,000 | ||||||
| USA FOR UNHCR | |||||||||||||
| 1775 K STREET NW STE 290 | WASHINGTON | DC | 20006 | NONE | EXEMPT | ASSIST MISPLACED REFUGEES | $1,000 | ||||||
| AMANDA FOUNDATION | |||||||||||||
| 35 NORTH FOOTHILL RD | BEVERLY HILLS | CA | 90210 | NONE | EXEMPT | DOGS AND CATS RESCUE | $1,000 | ||||||
| KOMERA PROJECT | |||||||||||||
| 161 E 110TH ST 7G | NEW YORK | NY | 10029 | NONE | EXEMPT | EMPOWER WOMEN IN RWANDA | $2,000 | ||||||
| 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 | $1,514 | ||||||
| BIG BROTHERS BIG SISTERS CENTRAL | |||||||||||||
| 9051 SWANSON BLVD | DES MOINES | IA | 50325 | NONE | EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $1,000 | IOWA | |||||
| COMMUNITY FOUNDATION OF | |||||||||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | SUPPORTING NON PROFITS | $6,000 | GREATER DES MOINES | |||||
| DES MOINES UNIVERSITY | |||||||||||||
| 3200 GRAND AVE | DES MOINES | IA | 50312 | NONE | EXEMPT | EDUCATIONAL INSTITUTION | $1,000 | ||||||
| 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 | $1,500 | ||||||
| TERRACE HILL FOUNDATION | |||||||||||||
| 2300 GRAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | PRESERVATION OF HISTORICAL | $6,000 | ||||||
| POR WRIGHTS POSITIVE OUTREACH | |||||||||||||
| PO BOX 65305 | WEST DES MOINES | IA | 50265 | NONE | EXEMPT | YOUTH DEVELOPMENT PROGRAMS | $1,000 | PROGRAM | |||||
| ABOVE AND BEYOND CANCER | |||||||||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | NONE | EXEMPT | MEDICAL RESEARCH | $100 | ||||||
| AMERICAN INSTITUTE OF BUSINESS | |||||||||||||
| 2500 FLEUR DR | DES MOINES | IA | 50321 | NONE | EXEMPT | EDUCATIONAL RESEARCH | $1,000 | ||||||
| AMERICAN HEART ASSOCIATION | |||||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | EXEMPT | MEDICAL RESEARCH | $1,000 | ||||||
| ANGELMAN SYNDROME FOUNDATION | |||||||||||||
| 4255 WESTBROOK DR STE 219 | AURORA | IL | 60504 | NONE | EXEMPT | MEDICAL RESEARCH | $5,000 | ||||||
| AMERICAN SOCIETY FOR THE PREVENTION | |||||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | EXEMPT | ANIMAL WELFARE | $2,000 | OF CRUELTY TO ANIMALS | |||||
| 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 | $2,600 | ||||||
| COLUMBIA BUSINESS SCHOOL | |||||||||||||
| 380 LEXINGTON AVE | NEW YORK | NY | 10168 | NONE | EXEMPT | EDUCATIONAL INSTITUTION | $2,000 | ||||||
| DES MOINES MUSIC COALITION | |||||||||||||
| 1620 PLEASANT ST STE 248 | DES MOINES | IA | 50314 | NONE | EXEMPT | ARTS CULTURE HUMANITES | $1,500 | ||||||
| DES MOINES PERFORMING ARTS | |||||||||||||
| 221 WALNUT ST | DES MOINES | IA | 50309 | NONE | EXEMPT | COMMUNITY NEIBORHOOD | $4,000 | ||||||
| EASTER SEALS SOCIETY | |||||||||||||
| PO BOX 5168 | DES MOINES | IA | 50305 | NONE | EXEMPT | MEDICAL RESEARCH | $1,000 | ||||||
| ENERGY OUTREACH COLORADO | |||||||||||||
| 225 E 16TH AVE | DENVER | CO | 80203 | NONE | EXEMPT | PRESERVATION NATURAL | $5,000 | ||||||
| GREAT MARCH FOR CLIMATE ACTION | |||||||||||||
| 735 16TH ST APT 1 | DES MOINES | IA | 50314 | NONE | EXEMPT | ENVIRONMENTAL QUALITY | $10,000 | ||||||
| GREAT OUTDOORS FOUNDATION | |||||||||||||
| PO BOX 8071 | DES MOINES | IA | 50301 | NONE | EXEMPT | ANIMAL PRESERVATION | $100 | ||||||
| IOWA DEPT OF CULTURAL AFFAIRS | |||||||||||||
| IOWA STATEHOUSE | DES MOINES | IA | 50313 | NONE | EXEMPT | PRESERVATION CULTURE | $2,500 | ||||||
| IOWA JEWISH SENIOR LIFE CENTER | |||||||||||||
| 900 POLK BLVD | DES MOINES | IA | 50312 | NONE | EXEMPT | HEALTH AND GEN | $100 | ||||||
| UNITED WAY OF CENTRAL IOWA | |||||||||||||
| 1111 NINTH ST | DES MOINES | IA | 50314 | NONE | EXEMPT | COMMUNITY IMPROVEMENT | $100 | ||||||
| FOUNDATION FOR TOMORROW | |||||||||||||
| 20951 DELPHINE DR | WALNUT | CA | 91789 | NONE | EXEMPT | FOSTER CARE SUPPORT | $4,100 | ||||||
| ISED VENTURES | |||||||||||||
| 1111 9TH ST STE 380 | DES MOINES | IA | 50314 | NONE | EXEMPT | COMMUNITY IMPROVEMENT | $1,500 | ||||||
| SCOTTISH RITE OF FREE MASONRY | |||||||||||||
| 519 PARK ST | DES MOINES | IA | 50309 | NONE | EXEMPT | FRATERNAL SOCIETY | $100 | ||||||
| TREES FOREVER | |||||||||||||
| 770 SEVENTH AVE | MARION | IA | 52302 | NONE | EXEMPT | NATURE CONSERVATION | $1,000 | ||||||
| NEW YORK LEGAL ASSISTANCE GROUP | |||||||||||||
| 7 HANOVER SQUARE FL 18 | NEW YORK | NY | 10004 | NONE | EXEMPT | LEGAL AID TO INDIGENTS | $1,000 | ||||||
| PUBLIC SAFETY FOR POLK COUNTY | |||||||||||||
| 100 E GRAND AVE STE 380 | DES MOINES | IA | 50309 | NONE | EXEMPT | COMMUNITY SAFETY OUTREACH | $5,000 | ||||||
| WINNESHIEK ENERGY DISTRICT | |||||||||||||
| 217 WATER ST | DECORAH | IA | 52101 | NONE | EXEMPT | CONSERVATION NATURAL | $2,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $662,001 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,125 | 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 | $8,870 | 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 | $81,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,001 | 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 | $1,898 | $1,982 |
| SALOMON BROS MORT SEC 3/2036 | ||
| JP MORGAN COMM MTG SER 3/2046 | $12,571 | $12,266 |
| CAPITAL ONE FIN CO 7/2016 | $44,930 | $47,028 |
| FBL FIN GRP 3/2017 | ||
| SIMON PROP GRP LP 3.375% 22-21 | $49,820 | $48,734 |
| SWISS RE SOLUTIONS 6/2019-2014 | $38,967 | $39,948 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $14,283 | $30,664 |
| COLONIAL PROPERTIES TRUST | ||
| DEERE CO | $6,334 | $27,399 |
| EMC CORPORATION | $30,949 | $88,025 |
| EMERSON ELECTRIC | $20,165 | $45,617 |
| EXXON MOBIL | $18,450 | $50,600 |
| FELCOR LODGING | $91,925 | $24,480 |
| GE CO | ||
| HIGHWOODS PROPERTIES INC | ||
| ING NV | $474,600 | $253,973 |
| MACERICH CO | $363,691 | $1,021,388 |
| MICROSOFT | $26,490 | $37,410 |
| MID-AMERICA APARTMENT COMM INC | $54,219 | $40,453 |
| SCHLUMBERGER LTD | $15,110 | $45,055 |
| TAUBMAN CENTERS INC | $47,694 | $223,720 |
| TRANSOCEAN INC | ||
| TOLL BROTHERS INC | $7,538 | $14,800 |
| WALMART STORES INC | $17,444 | $55,083 |
| TRAVELERS CO INC | $8,131 | $13,581 |
| WILLIAMS CO INC | $26,845 | $42,427 |
| DU PONT DE NEMOIRS | $19,623 | $25,988 |
| JOHNSON JOHNSON | $26,407 | $36,636 |
| NEWMONT MINING | $18,178 | $9,212 |
| ORACLE CORP | $6,034 | $13,391 |
| PEPSICO INC | $25,330 | $33,176 |
| PROCTOR GAMBLE | $22,424 | $28,494 |
| QUALCOMM INC | $11,534 | $22,275 |
| QUEST DIAGNOSTICS INC | ||
| SENIOR HOUSING PROP TRUST | $15,351 | $15,561 |
| TARGET CORP | $23,120 | $25,308 |
| ABBVIE INC | $15,489 | $42,248 |
| FISERV INC | $14,449 | $33,659 |
| T ROWE PRICE | $9,712 | $16,754 |
| US BANK | $5,445 | $8,888 |
| FIRST INDUSTRIAL REALTY TRUST | $93,863 | $52,350 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $130,219 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $140,506 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $119,951 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $127,353 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCR INTEREST REC ADJUSTMENT | Description |
| Amount | $89 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (ALLOCABLE | CategoryTxt |
| Amt | $375 | Amt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $817 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,620 | $0 | $0 |