LSB FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2013-12-23
- IRS object ID
- 201313579349100251
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-12-23T09:25:08-06:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201653464 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSB FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LSBF | NameControl |
| Phone | 3192331900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E THIELEN | Name |
| Title | OFFICER | Title |
| Phone | 3192331900 | Phone |
| Date Signed | 2013-12-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE ELIAS | Name |
| PTIN | P00241120 | PTIN |
| Phone | 3192985333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 130728 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 159223 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 95 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 95 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 973 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 973 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 160291 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1068 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2095 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1047 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1048 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1051 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 526 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 525 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1023 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4169 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1585 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1584 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 125198 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 125198 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129367 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1585 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126782 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 30924 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 78994 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 109917 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 109917 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 20676 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 20677 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 20811 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 99670 | TotalAssetsBOY |
| Total Assets EOY | 130594 | TotalAssetsEOY |
| Total Assets EOYFMV | 130728 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 99670 | RetainedEarningsBOY |
| Retained Earnings EOY | 130594 | RetainedEarningsEOY |
| Total Net Assets BOY | 99670 | TotalNetAssetsBOY |
| Total Net Assets EOY | 130594 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 99670 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 130594 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 99670 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 30924 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 130594 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 130594 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 100727 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 91153 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.105032 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 121681 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 97449 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.248663 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 339796 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 287145 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.183360 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1004029 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 514530 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.951352 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 184831 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 532284 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.347241 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.835648 | TotalDistributionRatio |
| Average Distribution Ratio | 1.167130 | AverageDistributionRatio |
| Net Noncharitable Assets | 94510 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 110305 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 110305 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 126782 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 33 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 33 | TotalCreditsAndPayments |
| Overpayment | 33 | Overpayment |
| Amount Credited To Next Year | 33 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES S THIELEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3192331900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 75115 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20834 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 95949 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 95949 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1439 | CashDeemedCharitable |
| Net Noncharitable Assets | 94510 | NetNoncharitableAssets |
| Minimum Investment Return | 4726 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4726 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 4726 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4726 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4726 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126782 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 126782 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 126782 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4726 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 158306 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 977458 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 322439 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 116809 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 96169 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1671181 | TotalExcessDistriCarryover |
| Qualifying Distributions | 126782 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4726 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 122056 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1793237 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 158306 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1634931 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 977458 | ExcessFromYear4 |
| Excess From Year3 | 322439 | ExcessFromYear3 |
| Excess From Year2 | 116809 | ExcessFromYear2 |
| Excess From Year1 | 96169 | ExcessFromYear1 |
| Excess From Current Year | 122056 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES E THIELEN | RecipientName |
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 Number | 3192331900 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS FOR GRANTS ARE AVAILABLE AT THE OFFICES OF LINCOLN SAVINGS BANK | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE REVIEWED AS RECVD ON A CALENDAR QRTRLY BASIS.ALL TIMES ARE SPECIFIED ON THE GRANT. | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX QUALIFIED ORGANIZATIONS WITH IN THE GEORGRAPHIC MARKETS SERVED BY LINCOLN SAVINGS BANK | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (74 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AEA RIVER HILLS SCHOOLS | |||||||
| 2700 GRAND BLVD | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $1,608 |
| ALLEN HEALTH FOUNDATION | |||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $5,000 |
| ALTERNATIVES PREGNANCY CENTER | |||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $2,058 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2616 ORCHARD DR STE B | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1035 N CENTER PT RD STE B | HIAWATHA | IA | 52233 | NONE | PUBLIC | GENERAL OPERATING | $2,862 |
| AMERICAN RED CROSS HAWKEYE CHAPTER | |||||||
| 2530 UNIVERSITY AVE STE 1 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $1,500 |
| ANKENY KIWANIS CLUB | |||||||
| 504 W 1ST ST | ANKENY | IA | 50023 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| APLINGTON-PARKERSBURG HIGH SCHOOL | |||||||
| 610 N JOHNSON | PARKERSBURG | IA | 50665 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,235 |
| ASPIRE THERAPEUTIC RIDING PROGRAM | |||||||
| 8100 KIMBALL AVE | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $600 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2530 UNIVERSITY AVE STE 8 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $3,678 |
| BIG BROTHERS BIG SISTERS | |||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| BOYS & GIRLS CLUB OF CEDAR VALLEY | |||||||
| 515 LIME ST | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| CEDAR BEND HUMANE SOCIETY INC | |||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $230 |
| CEDAR HEIGHTS ELEMENTARY | |||||||
| 2417 RAINBOW DR | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| CEDAR VALLEY CATHOLIC SCHOOLS | |||||||
| 3231 W 9TH ST | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| CEDAR VALLEY GROWTH FUND | |||||||
| 2835 W 9TH ST | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $3,000 |
| CITY OF REINBECK | |||||||
| 208 BROAD ST | REINBECK | IA | 50669 | NONE | PUBLIC | GENERAL OPERATING | $12,417 |
| COMMUNITY FOUNDATION OF NORTHEAST IOWA | |||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $2,000 |
| COMPREHENSIVE SYSTEMS INC | |||||||
| 1700 CLARK ST | CHARLES CITY | IA | 50616 | NONE | PUBLIC | GENERAL OPERATING | $250 |
| COVENANT FOUNDATION | |||||||
| 3421 WEST NINTH ST | WATERLOO | MD | 50702 | NONE | PUBLIC | GENERAL OPERATING | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON RD | BETHESDA | MD | 20814 | NONE | PUBLIC | GENERAL OPERATING | $900 |
| DOLLARS FOR SCHOLARS | |||||||
| 425 CEDAR ST STE 310 | WATERLOO | IA | 50701 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $200 |
| EXCEPTIONAL PERSON'S INC | |||||||
| PO BOX 4090 | WATERLOO | IA | 50704 | NONE | PUBLIC | GENERAL OPERATING | $400 |
| FAITH'S LODGE | |||||||
| 4080 W BROADWAY | MINNEAPOLIS | MN | 55422 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| FAMILY & CHILDRENS COUNCIL | |||||||
| 500 E 4TH ST STE 414 | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| FAMILY YMCA OF BLACK HAWK COUNTY | |||||||
| 609 S HACKETT RD | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| FIRST CHILDRENS FINANCE | |||||||
| 501 SYCAMORE ST STE 502 | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| GIRL SCOUTS OF EASTERN IOWA | |||||||
| 2530 UNIVERSITY AVE STE 1 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | |||||||
| 300 CEDAR ST | REINBECK | IA | 50669 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $3,500 |
| GMG FOUNDATION | |||||||
| 306 PARK ST | GARWIN | IA | 50632 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| GREATER POWESHIEK COMMUNITY FDTN | |||||||
| 1510 PENROSE ST | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| GREENE PUBLIC LIBRARY | |||||||
| 231 W TRAER ST | GREENE | IA | 50636 | NONE | PUBLIC | GENERAL OPERATING | $750 |
| GRINNELL AREA ARTS COUNCIL | |||||||
| PO BOX 675 | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| GRINNELL AREA CHAMBER OF COMMERCE | |||||||
| PO BOX 538 | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $7,500 |
| GRINNELL NEWBURG DOLLARS FOR SCHOLARS | |||||||
| 1510 PENROSE ST | GRINNELL | IA | 50112 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| GRINNELL REGIONAL MEDICAL CENTER | |||||||
| 210 4TH AVE | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $2,000 |
| GRUNDY CENTER YMCA | |||||||
| 1006 M AVE | GRUNDY CENTER | IA | 50638 | NONE | PUBLIC | BEFORE & AFTER SCHOOL PROGRAM | $360 |
| GRUNDY CO MEMORIAL HOSPITAL | |||||||
| 201 E J AVE | GRUNDY CENTER | IA | 50638 | NONE | PUBLIC | GENERAL OPERATING | $2,500 |
| HARTMAN RESERVE | |||||||
| 657 RESERVE DR | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| HOUSE OF HOPE | |||||||
| 306 WALNUT ST | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| HUDSON EDUCATION FUND | |||||||
| 245 S WASHINGTON | HUDSON | IA | 50643 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| HUDSON ELEMENTARY PTO | |||||||
| 136 S WASHINGTON | HUDSON | IA | 50643 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| JESUP SCHOOLS | |||||||
| 531 PROSPECT ST | JESUP | IA | 50648 | NONE | PUBLIC | GET BACK ON THE TRACK CAMPAIGN | $720 |
| JOB FOUNDATION | |||||||
| PO BOX 1141 | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $1,700 |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | |||||||
| 425 CEDAR ST STE 300 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $2,480 |
| KIDQUEST DAYCARE | |||||||
| 427 NASH ST | APLINGTON | IA | 50604 | NONE | PUBLIC | GENERAL OPERATING | $1,058 |
| LUTHERAN SERVICES IN IOWA INC | |||||||
| 904 W 4TH ST | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| MAGICAL MIX KIDS | |||||||
| 721 SHIRLEY STREET | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| NAMI BLACK HAWK CO | |||||||
| 1825 LOGAN AVENUE | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| NASHUA-PLAINFIELD HIGH SCHOOL | |||||||
| 612 GREELEY ST | NASHUA | IA | 50658 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| NORTH BUTLER HIGH SCHOOL SCHOLARSHIP FD | |||||||
| 201 NORTH 5TH STREET | GREENE | IA | 50636 | NONE | PUBLIC | SCHOLARSHIP FUND | $3,000 |
| NORTH STAR COMMUNITY DAYCARE & PRESCHOOL | |||||||
| 3420 UNIVERSITY AVENUE | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| NORTHEAST IOWA FOOD BANK | |||||||
| 106 E 11TH ST | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $3,500 |
| OPERATION THRESHOLD | |||||||
| PO BOX 4120 | WATERLOO | IA | 50704 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| PANTHER SCHOLARSHIP CLUB | |||||||
| 1223 WEST 22ND ST | CEDAR FALLS | IA | 50614 | NONE | PUBLIC | SCHOLARSHIPS | $4,250 |
| REINBECK DAYCARE | |||||||
| 120 CEDAR STREET | REINBECK | IA | 50669 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| RIVER HILLS SCHOOL | |||||||
| 2700 GRAND BLVD | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $3,000 |
| SENIOR CITIZENS GROUP | |||||||
| 506 E BREMER AVE | WAVERLY | IA | 50677 | NONE | PUBLIC | GENERAL OPERATING | $1,269 |
| SHD POST 730 HONOR FLIGHT | |||||||
| 1563 OAKWOOD DR | WATERLOO | IA | 50703 | NONE | PUBLIC | HONOR FLIGHT | $4,968 |
| SOUTH TAMA HIGH SCHOOL | |||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| SOUTH TAMA MUSIC BOOSTERS | |||||||
| 1715 HARDING ST | TAMA | IA | 52339 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| SPROUT PRESCHOOL | |||||||
| 1405 GREENHILL RD | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| TAMA COUNTY HUMANE SOCIETY | |||||||
| PO BOX 332 | TOLEDO | IA | 52342 | NONE | PUBLIC | GENERAL OPERATING | $825 |
| THE CHILDREN'S CHARITY VARIETY | |||||||
| PO BOX 1136 | CEDAR RAPIDS | IA | 52406 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| THE SOCIAL ENTREPRENEURS OF GRINNELL | |||||||
| 1115 8TH AVE | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| TOLEDO COMMUNITY THEATRE GUILD | |||||||
| PO BOX 387 | TOLEDO | IA | 52342 | NONE | PUBLIC | GENERAL OPERATING | $3,000 |
| WATERLOO CENTER FOR THE ARTS | |||||||
| 225 COMMERICIAL ST | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $100 |
| WATERLOO COMMUNITY SCHOOLS FOUNDATION | |||||||
| 425 CEDAR ST STE 320 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $3,000 |
| WATERLOO VISITING NURSES | |||||||
| 2530 UNIVERSITY AVE | WATERLOO | FL | 50701 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| WATERLOO-CEDAR FALLS SYMPHONY | |||||||
| GALLAGHER BLUEDORN PAC | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $480 |
| WAVERLY HEALTH CARE CENTER | |||||||
| 312 9TH ST SW | WAVERLY | IA | 50677 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| WAVERLY-SHELL ROCK DOLLARS FOR SCHOLARS | |||||||
| 1415 4TH AVE SW | WAVERLY | IA | 50677 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC | GENERAL OPERATING | $1,200 |
| YWCA OF BLACK HAWK COUNTY | |||||||
| 425 LAFAYETTE ST | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $5,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 125198 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $95 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $973 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,068 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1068 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|
| LINCOLN SAVINGS BANK | ||||||
| 1 | 508 MAIN ST | REINBECK | IA | 50669 | 93755 | X |
| PETERSON GENETICS INC | ||||||
| 2 | PO BOX 339 | CEDAR FALLS | IA | 50613 | 25000 | X |
| VOORHEES FAMILY FOUNDATION | ||||||
| 3 | 3402 PHEASANT DR | CEDAR FALLS | IA | 50613 | 10000 | X |
| NORTH SHORE BOAT CLUB | ||||||
| 4 | PO BOX 253 | CEDAR FALLS | IA | 50613 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,095 | Amount |
| Net Investment Income | 1047 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1048 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 20677 | EOYBookValue |
| EOYFMV | 20811 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSE | Description |
| Revenue And Expenses Per Books | 1023 | RevenueAndExpensesPerBooks |
| Net Investment Income | 12 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | Category |
| Amount | $1,051 | Amount |
| Net Investment Income | 526 | NetInvestmentIncome |
| Disbursements Charitable Prps | 525 | DisbursementsCharitablePrps |