LSB FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LSB FOUNDATION (EIN 20-1653464)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2012-12-07
- IRS object ID
- 201213429349100401
- Schema version
- 2011v1.2
- 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 | 2012-12-07T15:29:10-06:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | 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 | 2011-08-01 | 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 | 2012-11-28 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 100107 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 109598 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 290 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 290 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 185 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 185 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 49 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10053 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 49 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 110122 | TotalRevenueAndExpenses |
| Total Net Investment Income | 524 | 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 | 2040 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1020 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1020 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1018 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 509 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 509 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 26 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 13 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 13 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3084 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1542 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1542 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 99185 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 99185 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 102269 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1542 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 100727 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7853 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 86800 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 78994 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 78994 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5017 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 20676 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 21113 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 91817 | TotalAssetsBOY |
| Total Assets EOY | 99670 | TotalAssetsEOY |
| Total Assets EOYFMV | 100107 | 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 | 91817 | RetainedEarningsBOY |
| Retained Earnings EOY | 99670 | RetainedEarningsEOY |
| Total Net Assets BOY | 91817 | TotalNetAssetsBOY |
| Total Net Assets EOY | 99670 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 91817 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 99670 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 91817 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7853 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 99670 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 99670 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| PFIZER INC NOTE | P | 2009-03-25 | 2011-12-09 | 5053 | 5004 | 49 | 49 |
| MIDFIRST BANK CD | P | 2009-05-05 | 2012-05-14 | 5000 | 5000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 49 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 121681 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 97449 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.248663 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 339796 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 287145 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.183360 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1004029 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 514530 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.951352 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 184831 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 532284 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.347241 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19068 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 104339 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.182750 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.913366 | TotalDistributionRatio |
| Average Distribution Ratio | 0.982673 | AverageDistributionRatio |
| Net Noncharitable Assets | 91153 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 89574 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 89574 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 100727 | 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 | 7962 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 84579 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 92541 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 92541 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1388 | CashDeemedCharitable |
| Net Noncharitable Assets | 91153 | NetNoncharitableAssets |
| Minimum Investment Return | 4558 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4558 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 4558 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4558 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4558 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 100727 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 100727 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 100727 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4558 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 14004 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 158306 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 977458 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 322439 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 116809 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1589016 | TotalExcessDistriCarryover |
| Qualifying Distributions | 100727 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4558 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 96169 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1685185 | 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 | 14004 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1671181 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 158306 | ExcessFromYear4 |
| Excess From Year3 | 977458 | ExcessFromYear3 |
| Excess From Year2 | 322439 | ExcessFromYear2 |
| Excess From Year1 | 116809 | ExcessFromYear1 |
| Excess From Current Year | 96169 | 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 (73 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 | ER & VASCULAR CENTER | $5,000 |
| ALLISON AMVET HOME INC | |||||||
| 718 9TH STREET | ALLISON | IA | 506027805 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| ALLISON PARK BOARD | |||||||
| PO BOX 367 | ALLISON | IA | 50602 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| ALTERNATIVES CENTER | |||||||
| 1006 DECATHLON DR | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $1,056 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2616 ORCHARD DR STE B | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $120 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1035 N CENTER PT RD STE B | HIAWATHA | IA | 52233 | NONE | PUBLIC | CEDAR VALLEY START HEART WALK | $500 |
| AMERICAN RED CROSS HAWKEYE CHAPTER | |||||||
| 2530 UNIVERSITY AVENUE | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $1,367 |
| APLINGTON RECREATION COMPLEX | |||||||
| PO BOX 516 | APLINGTON | IA | 50604 | NONE | PUBLIC | GENERAL OPERTING | $2,000 |
| APLINGTON-PARKERSBURG HIGH SCHOOL | |||||||
| 511 THIRD STREET | PARKERSBURG | IA | 50665 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| ASPIRE THERAPEUTIC RIDING PROGRAM | |||||||
| 8100 KIMBALL | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $620 |
| BACK TO SCHOOL PROJECT | |||||||
| PO BOX 2334 | WATERLOO | IA | 50704 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| BARTELS LUTHERAN RETIREMENT COMMUNITY | |||||||
| 1922 5TH AVE NW | WAVERLY | IA | 50677 | NONE | PUBLIC | GENERAL OPERATING | $1,250 |
| BIG BROTHERS BIG SISTERS | |||||||
| 2530 UNIVERSITY AVE STE 8 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $2,720 |
| CEDAR BEND HUMANE SOCIETY INC | |||||||
| 1166 W AIRLINE HWY | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $400 |
| CEDAR FALLS DOLLARS FOR SCHOLARS | |||||||
| 1015 DIVISION ST | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $120 |
| CEDAR HEIGHTS ELEMENTARY | |||||||
| 2417 RAINBOW DR | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| CEDAR VALLEY UNITED WAY | |||||||
| 425 CEDAR STREET 300 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATIN | $467 |
| CHARLES CITY FOSTER GRANDPARENT PROGRAM | |||||||
| 624 N MAIN ST | CHARLES CITY | IA | 50616 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| COVENANT FOUNDATION | |||||||
| 3421 WEST NINTH ST | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $5,000 |
| CRAYON CORNER LEARNING CENTER | |||||||
| 509 WASHINGTON STREET | GLADBROOK | IA | 50635 | NONE | PUBLIC | GENERAL OPERATING | $1,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 1025 ASHWORTH ROAD | WEST DES MOINES | IA | 50265 | NONE | PUBLIC | GENERAL OPERATING | $940 |
| EXCEPTIONAL PERSON'S INC | |||||||
| PO BOX 4090 | WATERLOO | IA | 50704 | NONE | PUBLIC | GENERAL OPERATING | $367 |
| FAITH'S LODGE | |||||||
| 818 WEST 46TH ST STE 202 | MINNEAPOLIS | MN | 55419 | NONE | PUBLIC | GENERAL OPERATING | $600 |
| FAMILY MANAGEMENT CREDIT COUNSELORS | |||||||
| 1409 WEST 4TH ST | WATERLOO | IA | 50702 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| FAMILY YMCA OF BLACK HAWK COUNTY | |||||||
| 669 SOUTH HACKETT RD | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| GIRL SCOUTS OF EASTERN IOWA & WESTERN ILLINOIS | |||||||
| 2530 UNIVERSITY AVE STE 1 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL GIRL SCOUT LEADERSHIP EXPERIENCE | $1,250 |
| GLADBROOK-REINBECK DOLLARS FOR SCHOLARS | |||||||
| 300 CEDAR STREET | REINBECK | IA | 50669 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $4,000 |
| GMG FOUNDATION | |||||||
| 306 PARK STREET | GARWIN | IA | 50632 | NONE | PUBLIC | SCHOLARSHIPS | $1,000 |
| GREENE JAYCEES | |||||||
| 406 NORTH MAIN ST | GREENE | IA | 50636 | NONE | PUBLIC | GENERAL OPERATING | $1,500 |
| GREENE PARISH HEALTH COUNCIL | |||||||
| 108 N GROVE ST | GREENE | IA | 50636 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| GREENE PUBLIC LIBRARY | |||||||
| 231 WEST TRAER ST | GREENE | IA | 50636 | NONE | PUBLIC | GENERAL OPERATING | $1,167 |
| GRINNELL NEWBURG DOLLARS FOR SCHOLARS | |||||||
| 927 4TH AVENUE | GRINNELL | IA | 50112 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| GRINNELL REGIONAL MEDICAL CENTER | |||||||
| 210 4TH AVE | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| GRUNDY CENTER YMCA | |||||||
| 1006 M AVE | GRUNDY CENTER | IA | 50638 | NONE | PUBLIC | BEFORE & AFTER SCHOOL PROGRAM | $360 |
| GRUNDY CO MEMORIAL HOSPITAL | |||||||
| 2001 EAST J AVE | GRUNDY CENTER | IA | 50638 | NONE | PUBLIC | GENERAL OPERATING | $2,500 |
| HARTMAN RESERVE | |||||||
| 3659 WYTH RD | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $200 |
| HEARTLAND YOUTH CHOIR | |||||||
| PO BOX 13436 | DES MOINES | IA | 50310 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| HOUSE OF HOPE | |||||||
| 306 WALNUT ST | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| HUDSON EDUCATION FUND | |||||||
| 245 S WASHINGTON ST | HUDSON | IA | 50643 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| IOWA COLLEGE FOUNDATION | |||||||
| 505 5TH AVE 1034 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL OPERATING | $1,500 |
| IOWA PRIDE NETWORK | |||||||
| 777 3RD ST 312 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL OPERATING | $600 |
| JESUP SCHOOL | |||||||
| 531 PROSPECT ST | JESUP | IA | 50648 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA INC | |||||||
| 425 CEDAR ST STE 320 | WATERLOO | IA | 50701 | NONE | PUBLIC | GENERAL OPERATING | $2,400 |
| KIDQUEST DAYCARE | |||||||
| 427 NASH STREET | APLINGTON | IA | 50604 | NONE | PUBLIC | GENERAL OPERATING | $1,056 |
| LUTHERAN SOCIAL SERVICES - BREMWOOD CAMPUS | |||||||
| 106 16TH STREET SW | WAVERLY | IA | 50677 | NONE | PUBLIC | GENERAL OPERATING | $9,391 |
| MAGICAL MIX KIDS | |||||||
| 721 SHIRLEY STREET | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $120 |
| MARBLE ROCK COMMUNITY FIRE DEPARTMENT | |||||||
| 500 MAIN | MARBLE ROCK | IA | 50653 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| NASHUA-PLAINFIELD HIGH SCHOOL | |||||||
| 612 GREELEY STREET | NASHUA | IA | 50658 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) BLACK HAWK CO | |||||||
| 212 W DALE ST | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $300 |
| NEW ALDAYA LIFESCAPES | |||||||
| 7511 UNIVERSITY AVE | CEDAR FALLS | IA | 50613 | NONE | PUBLIC | GENERAL OPERATING | $2,500 |
| NORTH BUTLER HIGH SCHOOL SCHOLARSHIP FD | |||||||
| 201 NORTH 5TH STREET | GREENE | IA | 50636 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| NORTH STAR COMMUNITY SERVICES | |||||||
| 3420 UNIVERSITY AVENUE | WATERLOO | IA | 50701 | NONE | PUBLIC | DAYCARE & PRESCHOOL | $1,000 |
| NORTHEAST IOWA FOOD BANK | |||||||
| PO BOX 2397 | WATERLOO | IA | 507042397 | NONE | PUBLIC | GENERAL OPERATING | $3,000 |
| OPERATION THRESHOLD | |||||||
| PO BOX 4120 | WATERLOO | IA | 50704 | NONE | PUBLIC | FINANCIAL LITERACY PROGRAM | $1,000 |
| PANTHER SCHOLARSHIP CLUB | |||||||
| 1223 WEST 22ND ST | CEDAR FALLS | IA | 50614 | NONE | PUBLIC | GENERAL OPERATING | $2,300 |
| POLK COUNTY HOUSING TRUST FUND | |||||||
| 108 3RD ST | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| POST 730 WATERLOO HONOR FLIGHTS | |||||||
| 1563 OAKWOOD DR | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $6,876 |
| REINBECK DAYCARE | |||||||
| 120 CEDAR STREET | REINBECK | IA | 50669 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| SENIOR CITIZEN'S GROUP | |||||||
| 506 EAST BREMER AVE | WAVERLY | IA | 506771748 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| SOUTH TAMA HIGH SCHOOL | |||||||
| 1715 HARDING STREET | TAMA | IA | 52339 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| THE JOB FOUNDATION | |||||||
| 504 10TH ST | GRUNDY CENTER | IA | 50638 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| THE SECOND MILE | |||||||
| 515 3RD AVE | GRINNELL | IA | 50112 | NONE | PUBLIC | GENERAL OPERATING | $500 |
| TOLEDO COMMUNITY THEATRE GUILD | |||||||
| 101 SOUTH CHURCH ST | TOLEDO | IA | 52342 | NONE | PUBLIC | GENERAL OPERATING | $3,000 |
| UNIVERSITY OF NO IA | |||||||
| 1227 WEST 27TH ST | CEDAR FALLS | IA | 50614 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| VARIETY THE CHILDREN'S CHARITY OF IOWA | |||||||
| PO BOX 1163 | CEDAR RAPIDS | IA | 52406 | NONE | PUBLIC | BIKES FOR KIDS PROGRAM | $1,000 |
| WARTBURG COLLEGE | |||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 50677 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| WATERLOOCEDAR FALLS | |||||||
| PO BOX 23 | WATERLOO | IA | 50704 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| WATERLOOCEDAR FALLS | |||||||
| PO BOX 23 | WATERLOO | IA | 50704 | NONE | PUBLIC | GALLAGHER BLUEDORN PERFORMING ARTS | $480 |
| WAVERLY-SHELL ROCK DOLLARS FOR SCHOLARS | |||||||
| 404 S WRIGHT STREET | SHELL ROCK | IA | 50670 | NONE | PUBLIC | DOLLARS FOR SCHOLARS | $1,000 |
| WAVERLY-SHELL ROCK UNITED WAY | |||||||
| 805 WEST BREMER AVE 4 | WAVERLY | IA | 50677 | NONE | PUBLIC | GENERAL OPERATING | $750 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | GENERAL OPERATING | $1,000 |
| YWCA OF BLACK HAWK COUNTY | |||||||
| 425 LAFAYETTE STREET | WATERLOO | IA | 50703 | NONE | PUBLIC | GENERAL OPERATING | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 99185 | 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 | $290 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $185 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $49 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $524 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 524 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RAY RANNFELDT | 804 PARK ST | REINBECK | IA | 50669 | 7200 | X |
| 2 | LINCOLN SAVINGS BANK | 508 MAIN ST | REINBECK | IA | 50669 | 85008 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,040 | Amount |
| Net Investment Income | 1020 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1020 | 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 | 20676 | EOYBookValue |
| EOYFMV | 21113 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSE | Description |
| Revenue And Expenses Per Books | 26 | RevenueAndExpensesPerBooks |
| Net Investment Income | 13 | NetInvestmentIncome |
| Disbursements Charitable Prps | 13 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | Category |
| Amount | $1,018 | Amount |
| Net Investment Income | 509 | NetInvestmentIncome |
| Disbursements Charitable Prps | 509 | DisbursementsCharitablePrps |