MERCHANTS BONDING COMPANY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MERCHANTS BONDING COMPANY FOUNDATION (EIN 26-3035459)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349103317
- Schema version
- 2025v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T15:58:52+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 50th Street Suite 350 | AddressLine1Txt |
| City | West Des Moines | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502665935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263035459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERCHANTS BONDING COMPANY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 5152438171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6700 WESTOWN PARKWAY | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502667754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARY TAYLOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5152438171 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Tynon | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 5152230159 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,835,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $752,030 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260,207 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,043,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,295 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $533 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,802 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $497 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $33,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,791 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,733 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $468,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $508,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $504,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $534,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $516,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $511,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $511,785 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $682,099 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,221,547 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,323,895 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,198,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,733,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,835,680 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,198,437 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,733,332 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,198,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,198,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,733,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,198,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $534,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,733,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-12-31 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $260,207 | GrossSalesPriceAmt |
| Gain Or Loss | $260,207 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $260,207 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,003 | SubtotalAmt |
| Tax Based On Investment Income | $4,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $4,017 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LARRY TAYLOR | IndividualWithBooksNm |
| Phone | 5152438171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6700 WESTOWN PKWY | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LARRY TAYLOR | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| WILLIAM WARNER JR | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| THERESE WIELAGE | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| ELISABETH SANDERSFELD | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | TREASURER & SECRETARY | 0.10 | $0 | $0 | $0 |
| AMANDA WARNER | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| STACEY CALE | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| MELISSA WARNER | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JANET TAYLOR | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| BILL TAYLOR | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JEFF TAYLOR | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JULIE TAYLOR | ||||||||
| 6700 WESTOWN PARKWAY | WEST DES MOINES | IA | 502667754 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,238,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,550,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,550,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,527,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,003 | TotalTaxAmt |
| Distributable Before Adj | $72,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $504,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $504,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $99,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $319,752 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $506,961 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $168,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,219,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $504,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $432,425 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,652,191 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $99,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,553,141 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $319,752 | ExcessFromYear4Amt |
| Excess From Year3 | $125,944 | ExcessFromYear3Amt |
| Excess From Year2 | $506,961 | ExcessFromYear2Amt |
| Excess From Year1 | $168,059 | ExcessFromYear1Amt |
| Excess From Current Year | $432,425 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DOROTHY'S HOUSE | ||||||||
| PO BOX 57672 | DES MOINES | IA | 50317 | NONE | PC | PROGRAM SUPPORT | $10,250 | |
| ELUNA | ||||||||
| 605 LYON STREET | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $500 | |
| IOWA RUGBY COLLECTIVE FOUNDATION | ||||||||
| 311 4TH AVE | IOWA CITY | IA | 52245 | NONE | PC | PROGRAM SUPPORT | $200 | |
| 29TH STATE FOUNDATION | ||||||||
| 16102 MAPLE DRIVE | URBANDALE | IA | 50323 | NONE | PC | PROGRAM SUPPORT | $400 | |
| ABOVE BEYOND CANCER | ||||||||
| 1305 50TH STREET | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| ADULT CONGENITAL HEART ASSOCIATION | ||||||||
| 280 NORTH PROVIDENCE RD STE 6 | MEDIA | PA | 190633525 | NONE | PC | PROGRAM SUPPORT | $50 | |
| AFTER SCHOOL ARTS PROGRAM | ||||||||
| 1533 LINDEN STREET STE 101 | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AGAPE | ||||||||
| 4555 TROUSDALE DR | NASHVILLE | TN | 37204 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $100 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| MIDWEST - ACCTS REC PO BOX 4002902 | DES MOINES | IA | 503402902 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| ANGEL REACH | ||||||||
| 206-A SOUTH LOOP 336W-203 | CONROE | TX | 77301 | NONE | PC | PROGRAM SUPPORT | $250 | |
| ANN'S HEART | ||||||||
| 35 HALL ST SUITE 301 | PHOENIXVILLE | PA | 19460 | NONE | PC | PROGRAM SUPPORT | $400 | |
| ARCHDIOCESE OF PHILADELPHIA SC | ||||||||
| 222 North 17th Street | PHILADELPHIA | PA | 19103 | NONE | PC | PROGRAM SUPPORT | $75 | |
| ARIZON CENTER FOR YOUTH | ||||||||
| 649 N 6TH AVE | PHOENIX | AZ | 85033 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ARIZONA REFUGEE CENTER | ||||||||
| 35 N ALMA SCHOOL RD STE 109 | MESA | AZ | 85201 | NONE | PC | PROGRAM SUPPORT | $250 | |
| ARKANSAS STATE POLICE FOUNDATION | ||||||||
| 4 STATE POLICE DRIVE | NORTH LITTLE ROCK | AR | 72199 | NONE | PC | PROGRAM SUPPORT | $100 | |
| BEST BUDDIES IOWA | ||||||||
| 7648 HICKMAN ROAD | DES MOINES | IA | 50324 | NONE | PC | PROGRAM SUPPORT | $1,050 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | ||||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | PROGRAM SUPPORT | $25 | |
| BIG BROTHERSBIG SISTERS OF KANSAS CITY | ||||||||
| 1709 WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | PROGRAM SUPPORT | $200 | |
| BISBEE COUNCIL ON THE ARTS AND HUMANITIES | ||||||||
| PO BOX 14 | BISBEE | AZ | 85603 | NONE | PC | PROGRAM SUPPORT | $400 | |
| BLANK CHILDREN'S HOSPITAL | ||||||||
| 1415 WOODLAND AVENUE STE E-20 | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| BLANK PARK ZOO | ||||||||
| 7401 SW 9TH STREET | DES MOINES | IA | 50315 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| BLOOMINGDALE BAND BOOSTERS | ||||||||
| 1700 BLOOMINGDALE AVE | VALRICO | FL | 33596 | NONE | PC | PROGRAM SUPPORT | $100 | |
| BOYS & GIRLS CLUB OF BISBEE AZ | ||||||||
| 405 ARIZONA STREET | BISBEE | AZ | 85603 | NONE | PC | PROGRAM SUPPORT | $500 | |
| BOYS & GIRLS CLUB OF SOUTH EASTERN MISSOURI | ||||||||
| 16500 TIREMAN AVE | DETROIT | MI | 48228 | NONE | PC | PROGRAM SUPPORT | $400 | |
| BOYS & GIRLS CLUBS OF CENTRAL IOWA | ||||||||
| 1421 WALKER STREET | DES MOINES | IA | 50316 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| BRAS FOR THE CAUSE | ||||||||
| 1551 VALLEY WEST DRIVE | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $500 | |
| BRIDGE CLINIC | ||||||||
| 1 DECLARATION DR UNIT D | BENSALEM | PA | 19020 | NONE | PC | PROGRAM SUPPORT | $100 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 200206118 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CAMP FIRE HEART OF IOWA | ||||||||
| 5615 HICKMAN RD | DES MOINES | IA | 50310 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CAPITAL AREA HUMANE SOCIETY | ||||||||
| 7095 W GRAND RIVER AVENUE | LANSING | MI | 48906 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CAPITOL CITY CHURCH | ||||||||
| 5990 NE 14TH ST | DES MOINES | IA | 50313 | NONE | PC | PROGRAM SUPPORT | $400 | |
| CARTI FOUNDATION | ||||||||
| PO BOX 55011 | LITTLE ROCK | AR | 72215 | NONE | PC | PROGRAM SUPPORT | $100 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200015403 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CEDAR FALLS SCHOOLS FOUNDATION | ||||||||
| 602 MAIN STREET | CEDAR FALLS | IA | 50613 | NONE | PC | PROGRAM SUPPORT | $250 | |
| CENTRAL FLORIDA COUNCIL | ||||||||
| 1951 S Orange Blossom Trail | Apopka | FL | 32703 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CHASE RICHARDS FOUNDATION | ||||||||
| 15824 VALLEY VISTA BLVD | ENCINO | CA | 91436 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CHILDREN & FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVENUE | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CHILDREN'S CANCER ASSOCIATION | ||||||||
| 1200 NW NAITO PARKWAY SUITE 1 | PORTLAND | OR | 97209 | NONE | PC | PROGRAM SUPPORT | $2,476 | |
| CHILDREN'S CANCER CONNECTION | ||||||||
| 2708 Grand Avenue | Des Moines | IA | 50312 | NONE | PC | PROGRAM SUPPORT | $102,805 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | NONE | PC | PROGRAM SUPPORT | $250 | |
| CHILDSERVE FOUNDATION | ||||||||
| PO BOX 707 | JOHNSTON | IA | 50131 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| CHRISTAMORE HOUSE GUILD | ||||||||
| 502 NORTH TREMONT STREET | INDIANAPOLIS | IN | 46222 | NONE | PC | PROGRAM SUPPORT | $50 | |
| COMMUNITY FOUNDATION OF GREATER DSM | ||||||||
| 1915 GRAND AVENUE | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| COMMUNITY FOUNDATION OF SARASOTA CO INC | ||||||||
| 2635 FRUITVILLE RD | SARASOTA | FL | 34237 | NONE | PC | PROGRAM SUPPORT | $150 | |
| COMMUNITY SUPPORT ADVOCATES CSA | ||||||||
| 1516 VALLEY WEST DR | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $100 | |
| CONSTRUCTION WORKFORCE FOUNDATION OF COLORADO | ||||||||
| 6880 S YOSEMITE COURT 200 | CENTENNIAL | CO | 80112 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON ST STE 230 | WELLESLEY HILLS | MA | 02481 | NONE | PC | PROGRAM SUPPORT | $500 | |
| DALLAS CENTER GRIMES ELEMENTARY PTO | ||||||||
| 255 SW JAZZWOOD DRIVE | GRIMES | IA | 50111 | NONE | PC | PROGRAM SUPPORT | $70 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 21 ROCKAWAY LANE | ARLINGTON | MA | 02474 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| DES MOINES CAROUSEL FOUNDATION | ||||||||
| PO BOX 8352 | DES MOINES | IA | 503018352 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| DES MOINES CHILDRENS MUSEUM | ||||||||
| 1551 VALLEY WEST DR STE 108 | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| DES MOINES METRO OPERA | ||||||||
| 106 WEST BOSTON AEVNUE | INDIANOLA | IA | 50125 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| DES MOINES PERFORMING ARTS | ||||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| DES MOINES REFUGEE SUPPORT | ||||||||
| 1110 SOUTH AVENUE | NORWALK | IA | 50211 | NONE | PC | PROGRAM SUPPORT | $100 | |
| DES MOINES UNIVERSITY | ||||||||
| 8025 GRAND AVE | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| DETROIT PHOENIX CENTER | ||||||||
| 1420 WASHINGTON BLVD STE 301 | DETROIT | MI | 48226 | NONE | PC | PROGRAM SUPPORT | $250 | |
| DMPS FOUNDATION | ||||||||
| 2100 FLEUR DRIVE-ANNEX | DES MOINES | IA | 50321 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| DOWN SYNDROME DIAGNOSIS NETWORK | ||||||||
| PO BOX 140 | STILLWATER | MN | 55082 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| DRAKE UNIVERSITY | ||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | PROGRAM SUPPORT | $500 | |
| DREAM TEAM DES MOINES | ||||||||
| 501 SCOTT AVE | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $400 | |
| EARLHAM WRESTLING | ||||||||
| 840 NE 4TH ST | EARLHAM | IA | 500721147 | NONE | PC | PROGRAM SUPPORT | $400 | |
| EASTER SEALS IOWA | ||||||||
| 401 NE 66TH AVENUE | DES MOINES | IA | 50313 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| ELLI'S HOUSE | ||||||||
| 6960 ORCHARD LAKE ROAD 120 | WEST BLOOMFIELD | MI | 48322 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| EVERYSTEP FOUNDATION | ||||||||
| 3000 EASTON BLVD | DES MOINES | IA | 50317 | NONE | PC | PROGRAM SUPPORT | $12,750 | |
| FAMILIES FORWARD | ||||||||
| 3001 GRAND AVE | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FAMILY CANCER NETWORK INC | ||||||||
| 3512 INGERSOLL AVE | DES MOINES | IA | 50312 | NONE | PC | PROGRAM SUPPORT | $100 | |
| FAMILY PROMISE OF MONTGOMERY COUNTY | ||||||||
| 109 COMMERCIAL CIR | CONROE | TX | 77304 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FEEDING AMERICA | ||||||||
| 161 N CLARK STREET STE 700 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $500 | |
| FIRST TEE - CENTRAL IOWA | ||||||||
| 15920 HICKMAN RD SUITE 400 PMB 347 | CLIVE | IA | 50325 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| FLAT RIVER OUTREACH MINISTRIES | ||||||||
| 11535 FULTON ST E | LOWELL | MI | 49331 | NONE | PC | PROGRAM SUPPORT | $400 | |
| FOOD BANK OF IOWA | ||||||||
| PO BOX 1517 | DES MOINES | IA | 50305 | NONE | PC | PROGRAM SUPPORT | $400 | |
| FOOD LIFELINE | ||||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | NONE | PC | PROGRAM SUPPORT | $250 | |
| FORT WORTH STOCK SHOW SYNDICATE | ||||||||
| PO BOX 17005 | FORT WORTH | TX | 76102 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| FOUNDATION OF THE AMERICAN SUBCONTRACTORS ASSOC | ||||||||
| 1004 DUKE STREET | ALEXANDRIA | VA | 22314 | NONE | PC | PROGRAM SUPPORT | $500 | |
| GENESIS YOUTH FOUNDATION | ||||||||
| 2500 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| GIGI'S PLAYHOUSE DES MOINES | ||||||||
| 6507 UNIVERSITY AVE | WINDSOR HEIGHTS | IA | 50324 | NONE | PC | PROGRAM SUPPORT | $10,750 | |
| GIRL SCOUTS OF GREATER IOWA | ||||||||
| 10715 HICKMAN ROAD | DES MOINES | IA | 50322 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GRACE KLEIN COMMUNITY INC | ||||||||
| 2701 MORGAN RD | BESSEMER | AL | 35022 | NONE | PC | PROGRAM SUPPORT | $750 | |
| GREAT OUTDOORS FOUNDATION | ||||||||
| 501 SW 7TH ST STE G | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| GREAT STRIDES CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 Montgomery Ave Suite 1100 N | Bethesda | MD | 20850 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREATER DES MOINES BOTANICAL GARDEN | ||||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| GREATER DES MOINES PUBLIC ART FOUNDATION | ||||||||
| 1915 Grand Ave | Des Moines | IA | 503093311 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| GRIMES STOREHOUSE THE | ||||||||
| 112 NE EWING ST | GRIMES | IA | 50111 | NONE | PC | PROGRAM SUPPORT | $100 | |
| GUARDIAN PARTNERS | ||||||||
| 10814 NE HALSEY ST | PORTLAND | OR | 97220 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Greater Greenfield Community Foundation | ||||||||
| PO BOX 13 | Greenfield | IA | 50849 | NONE | PC | PROGRAM SUPPORT | $400 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 2200 EAST EUCLID P O BOX 716 | DES MOINES | IA | 50303 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY OF SEMINOLE CO & GREATER APOPKA FLORIDA INC | ||||||||
| PO BOX 181010 | CASSELBERRY | FL | 32718 | NONE | PC | PROGRAM SUPPORT | $1,100 | |
| HEALTHY BIRTH DAY | ||||||||
| 1820 NW 118TH ST SUITE 220 | CLIVE | IA | 50325 | NONE | PC | PROGRAM SUPPORT | $400 | |
| HELPING HANDS MINISTRY | ||||||||
| 1859 NORTHGATE BLVD | SARASOTA | FL | 34234 | NONE | PC | PROGRAM SUPPORT | $200 | |
| HERITAGE RANCH | ||||||||
| PO BOX 521 | EASTSOUND | WA | 98245 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| HOMES OF OAKRIDGE HUMAN SERVICES (OAKRIDGE NEIGHBORHOOD SERVICES) | ||||||||
| 1401 CENTER STREET | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $500 | |
| HOPE FOR HAZEL | ||||||||
| 805 CHRISTY COVE | JACKSONVILLE | AR | 72076 | NONE | PC | PROGRAM SUPPORT | $300 | |
| HOPE MINISTRIES | ||||||||
| P O BOX 862 | DES MOINES | IA | 50304 | NONE | PC | PROGRAM SUPPORT | $1,450 | |
| HORIZON SCIENCE ACADEMY DES MOINES | ||||||||
| 4801 FRANKLIN AVE | DES MOINES | IA | 50310 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| HOSPICE OF THE CHESAPEAKE FOUNDATION INC | ||||||||
| John and Cathy Belcher Campus 90 Ri | Pasadena | MD | 21122 | NONE | PC | PROGRAM SUPPORT | $1,000 | tchie Highway |
| HOSPICE SUPPORT FOUNDATION | ||||||||
| 7755 3RD STREET NORTH 200 | OAKDALE | MN | 55128 | NONE | PC | PROGRAM SUPPORT | $250 | |
| HOYT SHERMAN PLACE | ||||||||
| 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $5,900 | |
| HUMANITARIAN SERVICE PROJECT | ||||||||
| 465 RANDY STREET | CAROL STREAM | IL | 60188 | NONE | PC | PROGRAM SUPPORT | $400 | |
| HUMILITY HOMES AND SERVICES | ||||||||
| 519 FILMORE STREET | DAVENPORT | IA | 52802 | NONE | PC | PROGRAM SUPPORT | $655 | |
| Humane Animal Rescue of Pittsburg | ||||||||
| 6926 Hamilton Avenue | Pittsburgh | PA | 15208 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| IHM MINISTRY FOR THE NEEDY | ||||||||
| 1905 PORTAGE TRAIL | CUYAHOGA FALLS | OH | 44223 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| INSURANCE INDUSTRY CHARITABLE FOUND | ||||||||
| C/O MATHES AND CO EVENTS 4219 WEST | DALLAS | TX | 75209 | NONE | PC | PROGRAM SUPPORT | $250 | LOVERS LANE |
| IOWA COLLEGE FOUNDATION | ||||||||
| 505 5TH AVENUE SUITE 1034 | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $4,500 | |
| IOWA NATURAL HERITAGE FOUNDATION | ||||||||
| 505 FIFTH AVE STE 444 | DES MOINES | IA | 503092321 | NONE | PC | PROGRAM SUPPORT | $500 | |
| IOWA PUBLIC TELEVISION FOUNDATION | ||||||||
| P O BOX 6400 | JOHNSTON | IA | 50131 | NONE | PC | PROGRAM SUPPORT | $400 | |
| IOWA TALANTED AND GIFTED | ||||||||
| PO BOX 89 | DES MOINES | IA | 50301 | NONE | PC | PROGRAM SUPPORT | $250 | |
| ISAIAH 117 HOUSE | ||||||||
| 1705 STATE LINE ROAD | ELIZABETHTON | TN | 37643 | NONE | PC | PROGRAM SUPPORT | $250 | |
| ISU FOUNDATION | ||||||||
| CYCLONE CLUB 1800 S 4TH STREET | AMES | IA | 50011 | NONE | PC | PROGRAM SUPPORT | $400 | |
| JEFFERSON COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 954 | MONTICELLO | FL | 32345 | NONE | PC | PROGRAM SUPPORT | $750 | |
| JEWELS ACADEMY | ||||||||
| 1620 PLEASANT ST STE 216 | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| KOLTON KAISER FOUNDATION | ||||||||
| 3286 BALMER FENWICK ROAD | FLOYD KNOBS | IN | 47119 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| C/O REBECCA MOOMEY FUNDRAISER 2700 | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $2,500 | WESTOWN PKY 260 |
| LOST OUR HOME PET FOUNDATION | ||||||||
| 2323 S HARDY DR | TEMPE | AZ | 85282 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LOVE EVERLASTING OUTREACH | ||||||||
| PO BOX 266 | DILLION | SC | 29536 | NONE | PC | PROGRAM SUPPORT | $400 | |
| LUPUS FOUNDATION OF AMERICA INC | ||||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PC | PROGRAM SUPPORT | $100 | |
| MAKE A WISH FOUNDATION OF ARIZONA | ||||||||
| 2901 N 78TH ST | SCOTTSDALE | AZ | 85251 | NONE | PC | PROGRAM SUPPORT | $250 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 3009 100TH STREET | URBANDALE | IA | 50322 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| MAKE-A-WISH NEVADA | ||||||||
| 9950 COVINGTON CROSS DRIVE | LAS VEGAS | NV | 89144 | NONE | PC | PROGRAM SUPPORT | $100 | |
| MARSHALLTOWN AREA SOCCER CLUB | ||||||||
| PO BOX 612 | MARSHALLTOWN | IA | 50158 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MERCY FOUNDATION | ||||||||
| 411 LAUREL ST 200 | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MERCYONE DES MOINES FOUNDATION | ||||||||
| 411 LAUREL ST STE 2250 | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| MIDLANDS COMMUNITY FOUNDATION | ||||||||
| 217 NORTH JEFFERSON STREET | PAPILLION | NE | 68046 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MISSION HAITI | ||||||||
| P BOX 2175 | SIOUX FALLS | SD | 57101 | NONE | PC | PROGRAM SUPPORT | $400 | |
| MJ INSURANCE CHARITABLE FOUNDATION | ||||||||
| 3900 E CAMELBACK ROAD SUITE 2 | PHOENIX | AZ | 85018 | NONE | PC | PROGRAM SUPPORT | $750 | |
| MOBERG GALLERY | ||||||||
| 2411 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | PROGRAM SUPPORT | $6,707 | |
| MT AYR RAIDER EDUCATION FOUNDATION 101 DONATIONS CLUB | ||||||||
| 1095 STATE HWY 2 | MALOY | IA | 50836 | NONE | PC | PROGRAM SUPPORT | $300 | |
| MY VERY OWN BED | ||||||||
| 34 13TH AVE NE SUITE 106 | MINNEAPOLIS | MN | 55413 | NONE | PC | PROGRAM SUPPORT | $250 | |
| NATIONAL INDIGENOUS WOMENS RESOURCE CENTER | ||||||||
| PO BOX 99 | LAME DEER | MT | 59043 | NONE | PC | PROGRAM SUPPORT | $100 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 1169 OAK VALLEY DRIVE | ANN ARBOR | MI | 48108 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NEBRASKA GAME AND PARKS FOUNDATION | ||||||||
| PO BOX 36 | WAVERLY | NE | 684620036 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NEW MEXICO SPECIAL OLYMPICS | ||||||||
| 6600 Palomas Ave NE Suite 207 | Albuquerque | NM | 87109 | NONE | PC | PROGRAM SUPPORT | $1,100 | |
| NIGHTHAWK ELITE YOUTH FOOTBALL | ||||||||
| 2860 HANOVER ST | DENVER | CO | 80238 | NONE | PC | PROGRAM SUPPORT | $400 | |
| ONE HEART FOR WOMEN AND CHILDREN | ||||||||
| 2040 N RIO GRANDE AVE | ORLANDO | FL | 32804 | NONE | PC | PROGRAM SUPPORT | $250 | |
| ONECHILD GLOBAL | ||||||||
| PO BOX 62600 | COLORADO SPRINGS | CO | 80962 | NONE | PC | PROGRAM SUPPORT | $350 | |
| ORANGE COUNTY BIRD OF PREY CENTER | ||||||||
| 25422 TRABUCO RD 105-541 | LAKE FOREST | CA | 926302797 | NONE | PC | PROGRAM SUPPORT | $400 | |
| ORCHARD PLACE | ||||||||
| 925 SW PORTER AVENUE | DES MOINES | IA | 50315 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| OREGON TAEKWONDO OLYMPIC DEVELOPMENT | ||||||||
| 1562 SE EVANS LOOP | TROUTDALE | OR | 97060 | NONE | PC | PROGRAM SUPPORT | $400 | |
| OUR CHILDREN'S TRUST | ||||||||
| PO BOX 5181 | EUGENE | OR | 97405 | NONE | PC | PROGRAM SUPPORT | $100 | |
| PARTNERS 4 GLOBAL HEALTH | ||||||||
| P O BOX 4187 | WINTER PARK | FL | 32793 | NONE | PC | PROGRAM SUPPORT | $300 | |
| PAWS OF HOPE ANIMAL RESCUE | ||||||||
| PO BOX 236 | MECHANICSVILLE | IA | 52306 | NONE | PC | PROGRAM SUPPORT | $100 | |
| PAWTASTIC FRIENDS INC | ||||||||
| 2200 E PAMA LANE | LAS VEGAS | NV | 89119 | NONE | PC | PROGRAM SUPPORT | $500 | |
| PINKY SWEAR FOUNDATION | ||||||||
| 5555 W 78TH STREET STE E | EDINA | MN | 55439 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| PRESTONWOOD CHRISTIAN ACADEMY | ||||||||
| 6801 W PARK BLVD | PLANO | TX | 75093 | NONE | PC | PROGRAM SUPPORT | $50 | |
| PREVENT BLINDNESS IOWA | ||||||||
| 111 NINTH STREET SUITE 250 | DES MOINES | IA | 503142585 | NONE | PC | PROGRAM SUPPORT | $250 | |
| PRO YOUTH AND FAMILIES | ||||||||
| 3780 ROSIN CT SUITE 120 | SACRAMENTO | CA | 95834 | NONE | PC | PROGRAM SUPPORT | $250 | |
| PROVIDENCE ST JOSEPH HEALTH FOUNDATION | ||||||||
| 2811 S 102ND STREET 220 | TUKWILA | WA | 98168 | NONE | PC | PROGRAM SUPPORT | $500 | |
| Paradise Valley High School Pto Booster Club | ||||||||
| 3950 E BELL ROAD | PHOENIX | AZ | 85032 | NONE | PC | PROGRAM SUPPORT | $400 | |
| RAISE THE BAR INITIATIVE | ||||||||
| 10022 AGATE LANE | JOHNSTON | IA | 50131 | NONE | PC | PROGRAM SUPPORT | $262 | |
| RAYMOND SCHOOL FOUNDATION | ||||||||
| 2659 76TH STREET | FRANKSVILLE | WI | 53126 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RIO VISTA CENTER | ||||||||
| 1431 E SOUTHERN AVE | PHOENIX | AZ | 85040 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RIVER PARK BASEBALL | ||||||||
| 1457 47TH STREET | SACRAMENTO | CA | 95819 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ROFEH CHOLIM CANCER SOCIETY INC | ||||||||
| 803 BEDFORD AVE | BROOKLYN | NY | 11205 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1441 PLEASANT STREET | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $105 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE RED RIVER VALLEY | ||||||||
| 4757 AGASSIZ CROSSING SOUTH | FARGO | ND | 58104 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE OF MID-MICHIGAN | ||||||||
| 121 S HOLMES ST | LANSING | MI | 48912 | NONE | PC | PROGRAM SUPPORT | $250 | |
| SANCTUM HOUSE | ||||||||
| 28175 HAGGERTY RD | NOVI | MI | 48377 | NONE | PC | PROGRAM SUPPORT | $400 | |
| SEATTLE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| M/S 818-F PO BOX 5371 | SEATTLE | WA | 981455005 | NONE | PC | PROGRAM SUPPORT | $450 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | ||||||||
| 8014 MARINE WAY | IRVINE | CA | 926182235 | NONE | PC | PROGRAM SUPPORT | $100 | |
| SECTOR K9 FOUNDATION | ||||||||
| 951 OLIVIA RD | WAXAHACHIE | TX | 75167 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| SKYLINE HIGH BASEBALL BOOSTER CLUB | ||||||||
| 716 ISLAND DRIVE | SEAL BEACH | CA | 90740 | NONE | PC | PROGRAM SUPPORT | $250 | |
| SOUTH CAROLINA CITIZENS FOR LIFE | ||||||||
| PO BOX 5865 | COLUMBIA | SC | 29250 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ST JUDE'S CHILDREN HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | PROGRAM SUPPORT | $1,630 | |
| SURETY FOUNDATION THE | ||||||||
| 1140 19TH STREET NW 500 | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 297140 | FORT WORTH | TX | 76129 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE HEALTHY START COALITION OF FLAGLER & VOLUSIA COUNTIES | ||||||||
| 109 EXECUTIVE CIRCLE | DAYTONA BEACH | FL | 32114 | NONE | PC | PROGRAM SUPPORT | $250 | |
| THE MAHONEY FOUNDATION | ||||||||
| 2625 W GERONIMO PLACE STE 350 | CHANDLER | AZ | 85224 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE V FOUNDATION | ||||||||
| 14600 WESTOWN PARKWAY | CARY | NC | 27513 | NONE | PC | PROGRAM SUPPORT | $400 | |
| TORI'S ANGELS FOUNDATION | ||||||||
| 4677 PANORAMA DR | PANORA | IA | 50216 | NONE | PC | PROGRAM SUPPORT | $500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | PROGRAM SUPPORT | $200 | |
| UNITED WAY OF CENTRAL IOWA | ||||||||
| 1111 9TH STREET 100 | DES MOINES | IA | 50314 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| UT SAN ANTONIO ALUMNI ASSOCIATION | ||||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| VALI DIVISION OF WASATCH | ||||||||
| 576 W 900 S 265 | WOOD CROSS | UT | 84010 | NONE | PC | PROGRAM SUPPORT | $200 | |
| VARIETY - THE CHILDRENS CHARITY | ||||||||
| 505 5TH AVENUE SUITE 310 | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $15,400 | |
| VOLUNTEER LEAGUE OF THE SAN FERNANDO VALLEY | ||||||||
| 14603 HAMLIN STREET | VAN NUYS | CA | 91411 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WASHINGTON DISTRICT ONE LITTLE LEAGUE | ||||||||
| DISTRICT ONE LITTLE LEAGUE | EDMONDS | WA | 98020 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WAUKEE PARENT-TEACHER ORGANIZATION | ||||||||
| 560 SE UNIVERSITY AVENUE | WAUKEE | IA | 50263 | NONE | PC | PROGRAM SUPPORT | $58 | |
| WEATHERFORD WHISKERS | ||||||||
| 807 E PARK AVE | WEATHERFORD | TX | 76086 | NONE | PC | PROGRAM SUPPORT | $250 | |
| WESLEY LIFE | ||||||||
| 5508 WEST 88TH STREET | JOHNSTON | IA | 50131 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| WEST DES MOINES CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 650 S PRAIRIE DR STE 110 | WEST DES MOINES | IA | 50266 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| WEST DES MOINES HISTORICAL SOCIETY | ||||||||
| 2001 Fuller Road | West Des Moines | IA | 50265 | NONE | PC | PROGRAM SUPPORT | $200 | |
| WEST DES MOINES HUMAN SERVICES FRIENDS FOUNDATION | ||||||||
| PO BOX 65393 | WEST DES MOINES | IA | 502650393 | NONE | PC | PROGRAM SUPPORT | $1,200 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | PROGRAM SUPPORT | $100 | |
| YMCA MARSHALLTOWN | ||||||||
| 108 WASHINGTON ST | MARSHALLTOWN | IA | 50158 | NONE | PC | PROGRAM SUPPORT | $200 | |
| YOUNG WOMENS RESOURCE CENTER | ||||||||
| 818 5TH AVE | DES MOINES | IA | 50309 | NONE | PC | PROGRAM SUPPORT | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $468,768 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $677 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $260,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $291,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,295 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCHANTS BONDING COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6700 WESTOWN PARKWAY | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $752,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,335 | Amt |
| Net Investment Income | $533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,802 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES/FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,221,547 | BookValueAmt |
| EOYFMV | $1,323,895 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,622 | $1,622 | |
| INVESTMENT MANAGEMENT FEES | $1,169 | $1,169 | |
| CHARITABLE CAMPAIGN EXPENSES | $30,733 | $30,733 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| IOWA DEPT OF REVENUE | $497 | $497 |
| FEDERAL EXCISE TAX | $306 |