The@pat And Julia Koellner Family Charitable Trust, Julia Koellner Ttee in Fort Madison, Iowa (IA)

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The@pat And Julia Koellner Family Charitable Trust, Julia Koellner Ttee
Employer Identification Number (EIN)371554885
Name of OrganizationThe@pat And Julia Koellner Family Charitable Trust
Secondary NameJulia Koellner Ttee
In Care of NameJulia K Koellner
AddressPO BOX 280, Fort Madison, IA 52627-0280
SubsectionCharitable Organization, Educational Organization
Ruling Date01/2008
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Tax Period03/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$273,909
Amount of Income$44,104
Form 990 Revenue Amount$8,979
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $44,104 (it was $8,979 in 2012)
This organization: 

 $44,104
Other organizations performing similar types of work: 

 $105,489

Assets in 2013: $273,909 (it was $272,524 in 2012)
The@pat And Julia Koellner Family Charitable Trust, Julia Koellner Ttee: 

 $273,909
Other organizations performing similar types of work: 

 $325,460

Expenses in 2013: $18,560
The@pat And Julia Koellner Family Charitable Trust, Julia Koellner Ttee: 

 $18,560
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2013: 2.4
This organization: 

 2.4
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 0.0%
The@pat And Julia Koellner Family Charitable Trust, Julia Koellner Ttee: 

 0.0%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

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$19,945$19,945$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$61
Dividends and interest from securities$9,087
Gross rents$0
Gross sales price for all assets$34,956
Gross profit from sales of goods$0
Other income$0
Other$10,797
Total expenses and disbursements$18,560$3,044$0$15,516
Compensation of officers, directors, trustees, etc.$2,378
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$600
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$3,044$3,044$0
Contributions, gifts, grants paid$15,516
Excess of revenue over expenses and disbursements$1,385
Net investment income$16,901
Adjusted net income$0
Balance Sheets
20122013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$272,524$339,811$273,909$354,153
Cash - non-interest-bearing$0$0
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$0$0
Investments-corporate bonds$85,488$85,488
Investments-mortgage loans$0$0
Investments-other$157,208$133,050
Other assets$0
Total liabilities$0$1
Mortgages and other notes payable$0$0
Other liabilities$0
Total liabilities and net assets/fund balances$272,524$273,909
Capital Gains and Losses for Tax on Investment Income
20122013
Capital gain net income$0$10,797
Net capital loss$0$0
Excise Tax Based on Investment Income
20122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$66$169
Total credits and payments$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$169
Overpayment$0
Amount to be credited to next year's estimated tax$0$0
Statements Regarding Activities
20122013
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?NoNo
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?NoNo
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?NoNo
Did any persons become substantial contributors during the tax year?No
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
20122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
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?NoNo
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?NoNo
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?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
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
20122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$330,222$339,211
Net value of noncharitable-use assets$334,123
Minimum investment return$15,586$16,706
Distributable Amount
20122013
Distributable amount$15,520$16,537
Undistributed Income
20122013
Distributable amount for this year$15,520$16,537
Undistributed income for this year. This amount must be distributed in the next year$15,515$16,536
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
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$61$0
Dividends and interest from securities$9,087$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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IdNameAddressStateEstablishedTotal Income
1Comfort Family Foundation4926 Cedar Dr, Wdm, IA 50266-4935IA2010-10$25,961,888
2Vermeer Charitable Foundation Inc1210 Vermeer Rd E, Pella, IA 50219-7660IA1977-11$5,790,469
3Burke Family FoundationPO BOX 723, Ames, IA 50010-0723IA2013-12$4,165,616
4Michael L And Margie A Bennett Foundation, Michael L Bennett Adm4280 Sergeant Rd Ste 250, Sioux City, IA 51106-4612IA2013-01$1,923,471
5Jensen Private Foundation Inc400 Woodcrest Ln, Muscatine, IA 52761-2790IA2012-04$1,043,980
6Zach Johnson FoundationPO BOX 2336, Cedar Rapids, IA 52406-2336IA2011-04$837,833
7Dupaco Rw Hoefer Foundation3299 Hillcrest Rd, Dubuque, IA 52001-3928IA2012-09$709,593
8Stratbucker Family Foundation61395 Levi Rd, Glenwood, IA 51534-5304IA2015-04$646,729
9United Fire Group Foundation118 2nd Ave Se, Cedar Rapids, IA 52401-1212IA1999-10$592,572
1046 1 Fund4206 Arizona Cir, Ames, IA 50014-3612IA2015-02$341,011
11Carl R Arnold Charitable Tr, Carrie Werning Ttee230 1st St E, Independence, IA 50644-2813IA2012-04$336,010
12Virgil C Webb William Garber And Flora Webb Garber Foundation6075 Ne 78th Ave, Bondurant, IA 50035-1067IA2010-04$296,399
13Morency Family Foundation1118 Sycamore Dr, Le Claire, IA 52753-9630IA2013-02$255,542
14Supplemental Emergency Assistance Program Inc, S E A P985 Lincoln Rd Ste 226, Bettendorf, IA 52722-4156IA2003-09$248,268
15Donald J Beck TrPO BOX 1708, Mason City, IA 50402-1708IA2011-12$211,030
16Cordis Foundation Inc1107 Wedgewood Cir, Fairfield, IA 52556-3885IA2012-03$207,080
17Warren H Timmerman Charitable Trust309 Main St, Manning, IA 51455-1030IA2007-06$205,083
18University Of Northern Iowa Prioperties Corporation205 Commons Uni, Cedar Falls, IA 50614-0282IA1999-11$193,000
19New Charitable Foundation2626 1st Ave S, Fort Dodge, IA 50501-4381IA2013-03$157,145
20Buddy And Tori Family Foundation216 11th St Ne, Sioux Center, IA 51250-2060IA2009-04$146,540
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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