IRA D KAUFFMAN CHARITABLE COMMUNITY TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IRA D KAUFFMAN CHARITABLE COMMUNITY TR (EIN 39-1873380)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349100957
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:51:28-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421462849 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LWBJ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391873380 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA B KAUFFMAN CHARITABLE COMMUNITY TR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IRAB | NameControl |
| Phone | 6414832559 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI MARTIN | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 6414832559 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDRA L REASON | Name |
| PTIN | P01224621 | PTIN |
| Phone | 5152331975 | Phone |
| 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 | 1445949 | 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 |
| Interest On Savings Rev And Expnss | 19 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 30872 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30872 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2789 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 55525 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2789 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 702 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 34382 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33680 | 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 |
| Legal Fees Rev And Expnss | 886 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 886 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1525 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1525 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1440 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1440 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3861 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1440 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2421 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32923 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32923 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36784 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1440 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35344 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2402 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32240 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -462 | CashBOY |
| Cash EOY | 3474 | CashEOY |
| Cash EOYFMV | 3474 | CashEOYFMV |
| Investments Corp Stock BOY | 1451602 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1445264 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1442475 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1451140 | TotalAssetsBOY |
| Total Assets EOY | 1448738 | TotalAssetsEOY |
| Total Assets EOYFMV | 1445949 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1005000 | CapitalStockBOY |
| Capital Stock EOY | 1005000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 446140 | RetainedEarningsBOY |
| Retained Earnings EOY | 443738 | RetainedEarningsEOY |
| Total Net Assets BOY | 1451140 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1448738 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1451140 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1448738 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1451140 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2402 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1448738 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1448738 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 943.946 SH PL PORTFOLIO OPTIMIZATION | P | 2009-03-17 | 2012-06-06 | 10525 | 7599 | 2926 | 2926 |
| 529.661 SH AMERICAN BALANCED FUND -A | P | 1999-01-08 | 2012-06-06 | 10000 | 8263 | 1737 | 1737 |
| 100.341 SH CAPITAL INCOME BUILDER - A | P | 2008-01-16 | 2012-06-06 | 5000 | 6026 | -1026 | -1026 |
| 784.929 SH BOND FUND OF AMERICA - A | P | 1998-12-28 | 2012-06-06 | 10000 | 10848 | -848 | -848 |
| AMERICAN FUNDS MONEY MARKET | P | 2011-01-27 | 2012-06-06 | 20000 | 20000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2789 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34940 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1434172 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.024362 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.024362 | TotalDistributionRatio |
| Average Distribution Ratio | 0.024362 | AverageDistributionRatio |
| Net Noncharitable Assets | 1417341 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34529 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 322 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34851 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35344 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 322 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 322 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 322 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 720 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 720 | TotalCreditsAndPayments |
| Overpayment | 398 | Overpayment |
| Amount Credited To Next Year | 398 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 | LORI MARTIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6414832559 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| DICK POSTEL | ||||||||
| PO BOX 741 | 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CITY OF STATE CENTER- PURCHASE COMMUNITY ROOM EQUIPMENT AND RENOVATIONS | Description1 |
| Expenses1 | 12923 | Expenses1 |
| Description2 | STATE CENTER DEVELOPMENT ASSOCIATION- INSTALL FOOTINGS AND FOUNDATION FOR DEPOT | Description2 |
| Expenses2 | 11739 | Expenses2 |
| Description3 | ROSE GARDEN BOARD- PURCHASE PERMANENT STAGE IN ROSE GARDEN | Description3 |
| Expenses3 | 7261 | Expenses3 |
| Description4 | WEST MARSHALL SCHOOLS- PURCHASE XYLOPHONES FOR ELEMENTARY MUSIC DEPARTMENT | Description4 |
| Expenses4 | 1000 | Expenses4 |
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 | 1434910 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4015 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1438925 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1438925 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21584 | CashDeemedCharitable |
| Net Noncharitable Assets | 1417341 | NetNoncharitableAssets |
| Minimum Investment Return | 70867 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 70867 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 322 | TaxBasedOnInvestmentIncome |
| Total Tax | 322 | TotalTax |
| Distributable Amount Before Adj | 70545 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 70545 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 70545 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35344 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 35344 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 322 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35022 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70545 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 35532 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35344 | QualifyingDistributions |
| Applied To Year1 | 35344 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 188 | TaxableAmount2 |
| Undistributed Income CY | 70545 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CITY CLERKS OFFICE | RecipientName |
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 Number | 6414832559 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION IS AVAILABLE ONLINE AT WWW.STATECENTERIOWA.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | APPLICANT MUST BE A STATE CENTER, IOWA, NONPROFIT ORGANIZATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CITY OF STATE CENTER | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | COMMUNITY ROOM RENOVATIONS AND EQUIPMENT. | $12,923 |
| ROSE GARDEN | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | PERMANENT STAGE IN ROSE GARDEN. | $7,261 |
| STATE CENTER DEVELOPMENT ASSOCIATION | |||||||
| PO BOX 668 | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | INSTALL FOUNDATION FOR DEPOT. | $11,739 |
| WEST MARSHALL SCHOOL | |||||||
| 309 2ND ST SE | STATE CENTER | IA | 50247 | N/A | OTHER PUBLIC CHARITY | XLOPHONES FOR ELEMENTARY MUSIC DEPARTMENT. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32923 | 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) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $19 | UnrelatedBusinessIncomeAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $30,872 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $2,789 | UnrelatedBusinessIncomeAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAX REFUND | Description |
| Unrelated Business Income | $702 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $34,382 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 34382 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,525 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1525 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NEW PERSPECTIVE FUND | 259048 | 259048 |
| INV. CO OF AMERICA - CLASS A | 139178 | 139178 |
| INCOME BUILDER - CLASS A | 305258 | 306284 |
| INCOME FUND - CLASS A | 6285 | 6285 |
| BALANCED FUND | 247881 | 246144 |
| BOND FUND - CLASS A | 261443 | 262291 |
| PACIFIC LIFE | 190724 | 187798 |
| AMERICAN FUNDS MONEY MARKET FUND | 24922 | 24922 |
| PACIFIC LIFE MONEY MARKET FUNDS | 10525 | 10525 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $886 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 886 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FILING FEES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAX REFUND | Description |
| Revenue And Expenses Per Books | 702 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 702 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT INCOME TAXES 2012 | $720 | 720 | 0 |
| ESTIMATED INCOME TAXES 2013 | $720 | 720 | 0 |