IRA D KAUFFMAN CHARITABLE COMMUNITY TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IRA D KAUFFMAN CHARITABLE COMMUNITY TR (EIN 39-1873380)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201421349349102657
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T15:14:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421462849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LWBJ LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 SOUTH DUFF AVE STE 2 | AddressLine1 |
| City | AMES | City |
| State | IA | State |
| ZIP Code | 50010 | 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 | 391873380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA D KAUFFMAN CHARITABLE COMMUNITY TR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAUF | BusinessNameControlTxt |
| Phone | 6414832559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 668 | AddressLine1 |
| City | STATE CENTER | City |
| State | IA | State |
| ZIP Code | 50247 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI MARTIN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6414832559 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDRA L REASON | PreparerPersonNm |
| PTIN | P01224621 | PTIN |
| Phone | 5152331975 | PhoneNum |
| 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 | $1,402,960 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,790 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,005 | 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 |
| Legal Fees Rev And Expnss | $928 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $928 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,474 | CashBOYAmt |
| Cash EOY | $7,592 | CashEOYAmt |
| Cash EOYFMV | $7,592 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,445,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,407,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,395,368 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,448,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,415,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,402,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,005,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,005,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $443,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $410,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,448,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,415,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,448,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,415,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,448,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,415,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,415,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 821.186 SH PL PORTFOLIO OPTIMIZATION MODERATE | P | 2009-12-31 | 2013-01-11 | $9,690 | $6,709 | $2,981 | $2,981 |
| 4.918 SH NEW PERSPECTIVE FUND-A | P | 2012-12-26 | 2013-01-11 | $158 | $153 | $5 | $5 |
| 16.356 SH AMERICAN BALANCED FUND | P | 2012-12-01 | 2013-01-11 | $342 | $324 | $18 | $18 |
| 13.803 SH CAPITAL INCOME BUILDER - A | P | 2012-12-01 | 2013-01-11 | $740 | $719 | $21 | $21 |
| 461.5 SH NEW PERSPECTIVE FUND - A | P | 2007-01-01 | 2013-01-11 | $14,842 | $11,006 | $3,836 | $3,836 |
| 845.713 SH AMERICAN BALANCED FUND - A | P | 2007-01-01 | 2013-01-11 | $17,658 | $13,193 | $4,465 | $4,465 |
| 321.893 SH CAPITAL INCOME BUILDER - A | P | 2008-06-01 | 2013-01-11 | $17,260 | $19,333 | -$2,073 | -$2,073 |
| CAPITAL GAINS DIVIDENDS | P | $15,537 | $15,537 | $15,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,417,341 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,434,172 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024362 | DistributionYr2Rt |
| Total Distribution | 0.049072 | TotalDistributionRt |
| Average Distribution | 0.024536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,389,972 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,607 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,038 | 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 | $503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $503 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $510 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORI MARTIN | IndividualWithBooksNm |
| Phone | 6414832559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 668 | AddressLine1 |
| City | STATE CENTER | City |
| State | IA | State |
| ZIP Code | 50247 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| HARLAN QUICK | ||||||||
| PO BOX 306 | STATE CENTER | IA | 50247 | CHAIRMAN/TRUSTEE | 0.00 | $0 | $0 | $0 |
| MIKE RIEMENSCHNEIDER | ||||||||
| 311 2ND ST NW | STATE CENTER | IA | 50247 | VICE CHAIRMAN/TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEVE LIVELY | ||||||||
| PO BOX 414 | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANGIE SCHULTZ | ||||||||
| 405 2ND ST SE | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JON MUSTAINE | ||||||||
| 401 1ST AVE S | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HOWARD DARROW | ||||||||
| 408 2ND AVE SE | STATE CENTER | IA | 50247 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LORI MARTIN | ||||||||
| PO BOX 461 | STATE CENTER | IA | 50247 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CITY OF STATE CENTER - THREE PAYMENTS ON A TEN-YEAR COMMITMENT TO THE RENOVATION OF THE COMMUNITY ROOM | Description1Txt |
| Expenses1 | $39,300 | Expenses1Amt |
| Description2 | ROSE GARDEN BOARD - CONSTRUCTION OF STAGE AND REPAIRS TO GAZEBO IN ROSE GARDEN | Description2Txt |
| Expenses2 | $15,000 | Expenses2Amt |
| Description3 | GUTEKUNST PUBLIC LIBRARY - NEW SIGNAGE | Description3Txt |
| Expenses3 | $6,500 | Expenses3Amt |
| Description4 | STATE CENTER PARK/REC - NEW TABLES AND CHAIRS FOR SHELTER HOUSE AS WELL AS IMPROVEMENTS AT TENNIS COURT | Description4Txt |
| Expenses4 | $5,924 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,399,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,411,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,411,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,389,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $503 | TotalTaxAmt |
| Distributable Before Adj | $68,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,996 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,038 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $503 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $83,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,545 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $188 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,545 | AppliedToYear1Amt |
| Applied To Prior Years | $188 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $55,691 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CITY CLERKS OFFICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST MAIN STREET | AddressLine1 |
| City | STATE CENTER | City |
| State | IA | State |
| ZIP Code | 50247 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6414832559 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS AVAILABLE ONLINE AT WWW.STATECENTERIOWA.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANT MUST BE A STATE CENTER, IOWA, NONPROFIT ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF STATE CENTER | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | COMMUNITY ROOM RENOVATIONS. | $39,300 |
| ROSE GARDEN | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | CONSTRUCTION OF STAGE AND REPAIRS TO GAZEBO IN ROSE GARDEN. | $15,000 |
| STATE CENTER DEVELOPMENT ASSOCIATION | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | INSTALLATION OF FOUNDATION FOR DEPOT. | $5,637 |
| WEST MARSHALL SCHOOL | |||||||
| 702 3RD ST NW | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | INSTUMENTS FOR MUSIC DEPARTMENT. | $2,168 |
| GUTEKUNST PUBLIC LIBRARY | |||||||
| 309 2ND ST SE | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | NEW SIGNAGE FOR LIBRARY. | $6,500 |
| STATE CENTER PARKREC | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | NEW TABLES AND CHAIRS FOR SHELTER HOUSE AND IMPROVEMENTS AT TENNIS COURT. | $5,924 |
| ROSE FESTIVAL ASSOCIATION | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | MILLER'S PETTING ZOO AND TRAIN RIDE FOR ANNUAL COMMUNITY CELEBRATION. | $3,000 |
| AMERICAN LEGION POST #122 | |||||||
| PO BOX 42 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | REPLACEMENT OF FLAGS AND POLE AT ST. JOHN'S CEMETARY. | $3,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,525 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,215 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,790 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $51,005 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,005 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ORGANIZATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). THE 2013 QUALIFYING DISTRIBUTION ($84,038) WILL BE MADE FIRST OUT OF THE 2012 UNDISTRIBUTED INCOME ($70,545), SECOND OUT OF THE 2011 UNDISTRIBUTED INCOME ($188), AND LASTLY OUT OF THE 2013 DISTRIBUTABLE INCOME ($13,305). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEW PERSPECTIVE FUND | $265,130 | $261,289 |
| INV. CO OF AMERICA - CLASS A | $139,178 | $139,178 |
| INCOME BUILDER - CLASS A | $294,930 | $298,008 |
| INCOME FUND - CLASS A | $6,285 | $6,285 |
| BALANCED FUND | $239,184 | $232,964 |
| BOND FUND - CLASS A | $267,345 | $268,193 |
| PACIFIC LIFE | $187,761 | $181,854 |
| AMERICAN FUNDS MONEY MARKET FUND | $5,922 | $5,922 |
| PACIFIC LIFE MONEY MARKET FUNDS | $1,675 | $1,675 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $928 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $928 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $10 | $0 | $10 |
| MISCELLANEOUS EXPENSES | $25 | $0 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INCOME TAXES 2012 | $329 | $329 | $0 |
| INVESTMENT INCOME TAXES 2012 | $56 | $56 | $0 |
| FOREIGN TAX PAID | $318 | $318 | $0 |