2014-05-14T15:14:10-05:00 2013-12-31 421462849 LWBJ LLP 1530 SOUTH DUFF AVE STE 2 AMES IA 50010 990PF 2013-01-01 391873380 IRA D KAUFFMAN CHARITABLE COMMUNITY TR KAUF 6414832559 PO BOX 668 STATE CENTER IA 50247 LORI MARTIN SECRETARY/TREASURER 6414832559 2014-05-14 1 ANDRA L REASON P01224621 5152331975 2013 2015-12-30 17:16:21Z X 1402960 X X 26215 26215 24790 76227 24790 51005 51005 0 0 0 928 0 928 1550 0 1550 703 703 0 35 0 35 3216 703 2513 81525 81525 84741 703 84038 -33736 50302 3474 7592 7592 1445264 1407410 1395368 1448738 1415002 1402960 0 0 X 1005000 1005000 0 0 443738 410002 1448738 1415002 1448738 1415002 1448738 -33736 0 1415002 0 1415002 821.186 SH PL PORTFOLIO OPTIMIZATION MODERATE P 2009-12-31 2013-01-11 9690 6709 2981 2981 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 14842 11006 3836 3836 845.713 SH AMERICAN BALANCED FUND - A P 2007-01-01 2013-01-11 17658 13193 4465 4465 321.893 SH CAPITAL INCOME BUILDER - A P 2008-06-01 2013-01-11 17260 19333 -2073 -2073 CAPITAL GAINS DIVIDENDS P 15537 15537 15537 24790 0 35022 1417341 0.024710 34940 1434172 0.024362 0.049072 0.024536 1389972 34104 503 34607 84038 X 503 0 503 0 503 0 7 510 0 0 0 0 0 0 0 0 0 0 0 1 IA 1 0 0 0 0 1 N/A LORI MARTIN 6414832559 PO BOX 668 STATE CENTER IA 50247 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 CITY OF STATE CENTER - THREE PAYMENTS ON A TEN-YEAR COMMITMENT TO THE RENOVATION OF THE COMMUNITY ROOM 39300 ROSE GARDEN BOARD - CONSTRUCTION OF STAGE AND REPAIRS TO GAZEBO IN ROSE GARDEN 15000 GUTEKUNST PUBLIC LIBRARY - NEW SIGNAGE 6500 STATE CENTER PARK/REC - NEW TABLES AND CHAIRS FOR SHELTER HOUSE AS WELL AS IMPROVEMENTS AT TENNIS COURT 5924 0 1399229 11910 0 1411139 0 0 1411139 21167 1389972 69499 69499 503 503 68996 0 68996 0 68996 84038 0 84038 503 83535 68996 70545 2011 188 0 84038 70545 188 0 13305 0 0 0 0 0 0 0 0 55691 0 0 0 CITY CLERKS OFFICE 118 EAST MAIN STREET STATE CENTER IA 50247 6414832559 APPLICATION IS AVAILABLE ONLINE AT WWW.STATECENTERIOWA.ORG NONE APPLICANT MUST BE A STATE CENTER, IOWA, NONPROFIT ORGANIZATION. CITY OF STATE CENTER PO BOX 668 STATE CENTER IA 50247 N/A OTHER PUBLIC CHARITY COMMUNITY ROOM RENOVATIONS. 39300 ROSE GARDEN PO BOX 668 STATE CENTER IA 50247 N/A OTHER PUBLIC CHARITY CONSTRUCTION OF STAGE AND REPAIRS TO GAZEBO IN ROSE GARDEN. 15000 STATE CENTER DEVELOPMENT ASSOCIATION PO BOX 668 STATE CENTER IA 50247 N/A OTHER PUBLIC CHARITY INSTALLATION OF FOUNDATION FOR DEPOT. 5637 WEST MARSHALL SCHOOL 702 3RD ST NW STATE CENTER IA 50247 N/A OTHER PUBLIC CHARITY INSTUMENTS FOR MUSIC DEPARTMENT. 2168 GUTEKUNST PUBLIC LIBRARY 309 2ND ST SE STATE CENTER IA 50247 N/A OTHER PUBLIC CHARITY NEW SIGNAGE FOR LIBRARY. 6500 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. 5924 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. 3000 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. 3996 81525 0 900099 26215 900099 24790 51005 0 0 51005 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1550 0 1550 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). NEW PERSPECTIVE FUND 265130 261289 INV. CO OF AMERICA - CLASS A 139178 139178 INCOME BUILDER - CLASS A 294930 298008 INCOME FUND - CLASS A 6285 6285 BALANCED FUND 239184 232964 BOND FUND - CLASS A 267345 268193 PACIFIC LIFE 187761 181854 AMERICAN FUNDS MONEY MARKET FUND 5922 5922 PACIFIC LIFE MONEY MARKET FUNDS 1675 1675 LEGAL FEES 928 0 928 FILING FEES 10 0 10 MISCELLANEOUS EXPENSES 25 0 25 INVESTMENT INCOME TAXES 2012 329 329 0 INVESTMENT INCOME TAXES 2012 56 56 0 FOREIGN TAX PAID 318 318 0