Foster And Evelyn Barkema Charitable Tr in Hampton, Iowa (IA)

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Foster And Evelyn Barkema Charitable Tr
Employer Identification Number (EIN)466233696
Name of OrganizationFoster And Evelyn Barkema Charitable Tr
In Care of NameZoe Brown
Address700 S Federal St, Hampton, IA 50441-2357
SubsectionCharitable Organization
Ruling Date06/2014
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$3,900,288
Amount of Income$5,229,373
Form 990 Revenue Amount$4,036,576
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2013: $5,229,373
This organization: 

 $5,229,373
Other organizations performing similar types of work: 

 $103,138

Assets in 2013: $3,900,288
Foster And Evelyn Barkema Charitable Tr: 

 $3,900,288
Other organizations performing similar types of work: 

 $338,623

Expenses in 2013: $316,303
Foster And Evelyn Barkema Charitable Tr: 

 $316,303
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2013: 16.5
Foster And Evelyn Barkema Charitable Tr: 

 16.5
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2013: 36.7%
This organization: 

 36.7%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot for 2013 ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$4,036,576$2,496,948$0
Contributions, gifts, grants, etc., received$1,479,479
Interest on savings and temporary cash investments$8,060
Dividends and interest from securities$15,944
Gross rents$0
Gross sales price for all assets$3,667,495
Gross profit from sales of goods$0
Other income$58,395
Other$2,474,698
Total expenses and disbursements$316,303$49,945$0$255,888
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$3,474
Accounting fees$6,635
Interest$0
Depreciation$0
Occupancy$10,336
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$63,921$49,945$3,506
Contributions, gifts, grants paid$252,382
Excess of revenue over expenses and disbursements$3,720,273
Net investment income$2,447,003
Adjusted net income$0
Balance Sheets
2013
Book ValueFair Market Value
Total assets$3,900,288$3,877,379
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$577,401
Investments-corporate stock$0
Investments-corporate bonds$57,252
Investments-mortgage loans$0
Investments-other$1,922,714
Other assets$51,681
Total liabilities$0
Total liabilities and net assets/fund balances$3,900,288
Capital Gains and Losses for Tax on Investment Income
2013
Capital gain net income$2,474,698
Net capital loss$0
Excise Tax Based on Investment Income
2013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$24,470
Total credits and payments$26,000
Current year estimated tax payments and previous year's overpayment credited to current year$26,000
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$127
Tax due$0
Overpayment$1,403
Amount to be credited to next year's estimated tax$1,403
Statements Regarding Activities
2013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?No
Did any persons become substantial contributors during the tax year?Yes
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
2013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
2013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,985,489
Net value of noncharitable-use assets$2,940,707
Minimum investment return$147,035
Distributable Amount
2013
Distributable amount$122,565
Undistributed Income
2013
Distributable amount for this year$122,565
Undistributed income for this year. This amount must be distributed in the next year$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
$58,395$0
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$8,060$0
Dividends and interest from securities$15,944$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Stine Family Foundation22555 Laredo Trl, Adel, IA 50003-4570IA2000-06$7,399,681
2Duane Hinkle Charitable FoundationPO BOX 1088, Burlington, IA 52601-1088IA2013-08$6,044,504
3Underwood Family Foundation102 S Harrison St Ste 200, Davenport, IA 52801-1811IA2005-01$5,855,216
4Foster And Evelyn Barkema Charitable Tr700 S Federal St, Hampton, IA 50441-2357IA2014-06$5,229,373
5Lohse Family FoundationPO BOX 67, Bondurant, IA 50035-0067IA2015-02$5,196,783
6W T And Edna Dahl Trust, Tyler Paul R Ttee699 Walnut St Ste 1600, Des Moines, IA 50309-3944IA2009-07$3,344,542
7Tomson Fam Foundation Tr, O Jay Tomson And Patricia Tomson Tt2601 4th St Sw, Mason City, IA 50401-4650IA2014-02$1,976,667
8Vredenburg FoundationPO BOX 678, Chariton, IA 50049-0678IA1999-01$1,555,851
9Sukup Family Foundation1379 Beeds Lake Dr, Hampton, IA 50441-7437IA2000-05$1,403,327
10K2 Charitable Foundation2400 86th St Ste 24, Urbandale, IA 50322-4306IA2013-07$956,522
11Harold R Bechtel Charitable Tr201 W 2nd St Ste 1000, Davenport, IA 52801-1817IA2010-08$908,699
12Warren Foundation, Ryan Warren Ttee10496 Ne Devotie Dr, Mitchellville, IA 50169-9586IA2007-08$571,623
13The@doris And Violet Erickson Education FoundationPO BOX 198, Mapleton, IA 51034-0198IA2005-01$450,083
14Behrouz And Christiane Rassekh Foundation21627 Greenview Rd, Council Blfs, IA 51503-4135IA2011-08$424,439
15Von Maur-Staak Foundation1840 E 54th St, Davenport, IA 52807-2763IA2015-03$300,847
16Helen Holt Charitable Tr2301 128th St, Urbandale, IA 50323-1818IA2009-09$258,211
17Konsor Family Foundation21198 Homestead Ave, Council Blfs, IA 51503-2114IA2014-07$250,001
18Wti-Molinaro Family Charitable Foundation1409 Olympic Dr, Waterloo, IA 50701-4640IA2000-03$223,956
19Ralph And Jeanne Jennings Family Foundation8700 Windsor Pkwy, Johnston, IA 50131-2279IA2013-02$174,510
20Victor M & Phyllis Frudden Meyer Family Foundation806 Ellis Dr, Charles City, IA 50616-3029IA2001-01$117,210
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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