JOHN J AND JUDY A ARLEDGE CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN J AND JUDY A ARLEDGE CHARITABLE FOUNDATION (EIN 30-0348285)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201321359349101847
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:26:43-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN BALLINGER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON SUITE 208 | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 52601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300348285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J & JUDY A ARLEDGE CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 3197539136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH MAIN STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 52601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN WALZ | Name |
| Title | TRUST OFFICER | Title |
| Phone | 3197539136 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN E BALLINGER | Name |
| Phone | 3197527500 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1723 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 0 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 216 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 216 | CompOfcrDirTrstNetInvstIncm |
| Accounting Fees Rev And Expnss | 350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 350 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 7 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 573 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 573 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 573 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 573 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -573 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2296 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1723 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1723 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 2296 | TotalAssetsBOY |
| Total Assets EOY | 1723 | TotalAssetsEOY |
| Total Assets EOYFMV | 1723 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2296 | CapitalStockBOY |
| Capital Stock EOY | 1723 | CapitalStockEOY |
| Total Net Assets BOY | 2296 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1723 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2296 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1723 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2296 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -573 | ExcessOfRevenueOverExpenses |
| Subtotal | 1723 | Subtotal |
| Total Net Assets Fund Balances EOY | 1723 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18993 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7700 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.466623 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 25 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 243 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3639 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.786205 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6090 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5502 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.106870 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.359698 | TotalDistributionRatio |
| Average Distribution Ratio | 1.071940 | AverageDistributionRatio |
| Net Noncharitable Assets | 1966 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2107 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 2107 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWO RIVERS BANK & TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3197539130 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH MAIN STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 52601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWO RIVERS BANK & TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 NORTH MAIN STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 52601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 216 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1996 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1996 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30 | CashDeemedCharitable |
| Net Noncharitable Assets | 1966 | NetNoncharitableAssets |
| Minimum Investment Return | 98 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 98 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 98 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 98 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 98 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 98 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 5936 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6315 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 19000 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 31251 | TotalExcessDistriCarryover |
| Excess Distri Cyov App CY Corpus | 98 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 98 | ExcessDistriCyovAppliedCY |
| Total Corpus | 31153 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5838 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 25315 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6315 | ExcessFromYear4 |
| Excess From Year1 | 19000 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | Category |
| Amount | $7 | Amount |
| Net Investment Income | 7 | NetInvestmentIncome |