Civic Intelligence

Wittern Family Charitable Foundation

990PF • Fiscal year 2012 • EIN 42-1114774

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 06, 2012

8040 University Blvd50325
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

94th percentile

54%

Faster asset growth than 94% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,494,173

Up $524,456 (+54%) from 2011

Net Assets

Up

$1,494,173

Up $524,456 (+54%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$41,128

Down $16,277 (-28%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $969,717Liabilities 2011: $0Net Assets 2011: $969,7172011Assets 2012: $1,494,173Liabilities 2012: $0Net Assets 2012: $1,494,1732012Assets 2013: $1,737,719Liabilities 2013: $1Net Assets 2013: $1,737,7192013Assets 2014: $2,016,278Liabilities 2014: $1Net Assets 2014: $2,016,2782014Assets 2015: $1,979,446Liabilities 2015: $02015Assets 2016: $1,912,942Liabilities 2016: $1Net Assets 2016: $1,912,9422016Assets 2017: $1,986,340Liabilities 2017: $0Net Assets 2017: $1,986,3402017Assets 2018: $1,941,608Liabilities 2018: $0Net Assets 2018: $1,941,6082018Assets 2019: $1,944,456Liabilities 2019: $0Net Assets 2019: $1,944,4562019Assets 2020: $1,920,029Liabilities 2020: $1Net Assets 2020: $1,920,0292020Assets 2021: $1,908,450Liabilities 2021: $1Net Assets 2021: $1,908,4502021Assets 2022: $2,597,822Liabilities 2022: $1Net Assets 2022: $2,597,8222022Assets 2023: $2,679,047Liabilities 2023: $1Net Assets 2023: $2,679,0472023Assets 2024: $2,949,197Liabilities 2024: $1Net Assets 2024: $2,949,1972024Assets 2025: $3,272,253Liabilities 2025: $0Net Assets 2025: $3,272,2532025

Highlighted filing

2012

Assets$1,494,173
Liabilities$0
Net Assets$1,494,173

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $57,4052011Expenses 2012: $41,1282012Revenue 2013: $299,363Expenses 2013: $55,817Net Income 2013: $243,5462013Revenue 2014: $367,931Expenses 2014: $89,372Net Income 2014: $278,5592014Revenue 2015: $71,899Expenses 2015: $108,731Net Income 2015: -$36,8322015Revenue 2016: $44,326Expenses 2016: $110,830Net Income 2016: -$66,5042016Revenue 2017: $231,948Expenses 2017: $106,689Net Income 2017: $125,2592017Revenue 2018: $67,187Expenses 2018: $111,919Net Income 2018: -$44,7322018Revenue 2019: $121,784Expenses 2019: $119,436Net Income 2019: $2,3482019Revenue 2020: $93,879Expenses 2020: $118,306Net Income 2020: -$24,4272020Revenue 2021: $107,695Expenses 2021: $119,274Net Income 2021: -$11,5792021Revenue 2022: $808,936Expenses 2022: $119,562Net Income 2022: $689,3742022Revenue 2023: $218,257Expenses 2023: $129,570Net Income 2023: $88,6872023Revenue 2024: $482,422Expenses 2024: $211,962Net Income 2024: $270,4602024Revenue 2025: $403,935Expenses 2025: $80,499Net Income 2025: $323,4362025

Highlighted filing

2012

Revenue-
Expenses$41,128
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Aug 6, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FA WITTERN JRPresident-$0--
FA WITTERN IIIVice Pres-$0--
JOHN BRUNTZSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDRAKE UNIVERISTYENDOWED SCHOLARSHIP FUNDPUBLICDES MOINES, IA, US$25,000
Paid GrantGRAND VIEW UNIVERSITYSTUDENT SCHOLARSHIP FUNDPUBLICDES MOINES, IA, US$5,000
Paid GrantFLANDREAU HIGH SCHOOLSCHOLARSHIP FUNDPUBLICFLANDREAU, SD, US$4,000
Paid GrantJAMES B MORRIS SCHOLARSHIP FUND INCSTUDENT SCHOLARSHIPS FUNDPUBLICDES MOINES, IA, US$1,000
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF GREATER DES MOINESGENERAL OPERATING FUNDPUBLICDES MOINES, IA, US$200
Paid GrantYOUTH EMERGENCY SERVICES & SHELTER OF IOWASUPPORT EMERGENCY SHELTERPUBLICDES MOINES, IA, US$100
Filing and Contact Details

Filer

EIN
42-1114774
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GeneralExplanationAttachment/GeneralExplanation/Explanation0PART XV, LINE 1A: F.A. WITTERN, III AND JOHN BRUNTZ QUALIFY AS SUBSTANTIAL CONTRIBUTORS AS THEY ARE OFFICERS OF 8040 HOLDING, INC., A SUBSTANTIAL CONTRIBUTOR TO THIS PRIVATE FOUNDATION.
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0ADDITIONAL INFORMATION FOR FORM 990PF, PART XV, LINE 1A:
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01237928
InvestmentsOtherSchedule2/InvestmentsOther/BookValue125239
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BANKERS TRUST - SECURITIES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1WELLS FARGO - BONDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01244264
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV125412
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount039897
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0687
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount040584
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA040584
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0687
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps035300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss035300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0525000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm039897
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss039897
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0524456
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice021380
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0687
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome034756
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm05828
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss05828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps035300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss041128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome040584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0565584
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05828
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05828
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0370241
IRS990PF/BalanceSheets/CapitalStockEOY0370241
IRS990PF/BalanceSheets/CashBOY012030
IRS990PF/BalanceSheets/CashEOY019694
IRS990PF/BalanceSheets/CashEOYFMV019694
IRS990PF/BalanceSheets/InvestmentsOtherBOY0692617
IRS990PF/BalanceSheets/InvestmentsOtherEOY01263167
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01269676
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY01761
IRS990PF/BalanceSheets/OtherAssetsEOYFMV01761
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY03000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY05000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV05000
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable05000
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY0151588
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY0151588
IRS990PF/BalanceSheets/RetainedEarningsBOY0447888
IRS990PF/BalanceSheets/RetainedEarningsEOY0972344
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0262070
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0204551
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0204551
IRS990PF/BalanceSheets/TotalAssetsBOY0969717
IRS990PF/BalanceSheets/TotalAssetsEOY01494173
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01500682
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0969717
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01494173
IRS990PF/BalanceSheets/TotalNetAssetsBOY0969717
IRS990PF/BalanceSheets/TotalNetAssetsEOY01494173
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0687
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis020693
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0687
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0687
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice021380
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0524456
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01494173
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0969717
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01494173
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted058379
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj058379
IRS990PF/DistributableAmount/DistributableAmountBeforeDed058379
IRS990PF/DistributableAmount/MinimumInvestmentReturn059074
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0695
IRS990PF/DistributableAmount/TotalTax0695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0695
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0301
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0394
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01500682
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01199481
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0136573
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01058908
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable017992
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets04000
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn059074
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01181489
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01199481
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FA WITTERN JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FA WITTERN III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOHN BRUNTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108040 UNIVERSITY BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118040 UNIVERSITY BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine128040 UNIVERSITY BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DES MOINES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1DES MOINES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2DES MOINES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode050325
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode150325
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode250325
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct045958
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets045610
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.038604
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.058313
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050944
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.006907
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.037940
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.038917
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01181489
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10924418
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20915282
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30904930
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40831453
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50640337
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0348
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions035300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1053906
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2046628
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear306250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4031545
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5024920
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.193021
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions035300
IRS990PF/QualifyingDistributions/ExpensesAndContributions035300
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions035300
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0MARK CRAIGMILE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05152718468
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108040 UNIVERSITY BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DES MOINES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode050325
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0FA WITTERN JR
IRS990PF/SupplementaryInformation/ContributingManager1FA WITTERN III
IRS990PF/SupplementaryInformation/ContributingManager2JOHN BRUNTZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount24000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0STUDENT SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ENDOWED SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SUPPORT EMERGENCY SHELTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL OPERATING FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5STUDENT SCHOLARSHIPS FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GRAND VIEW UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DRAKE UNIVERISTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FLANDREAU HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13YOUTH EMERGENCY SERVICES & SHELTER OF IOWA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15JAMES B MORRIS SCHOLARSHIP FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101200 GRANDVIEW AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112507 UNIVERSITY AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12600 W COMMUNITY DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13918 SOUTHEAST 11TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14401 EAST ARMY POST ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15525 SW 5TH STE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2FLANDREAU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5DES MOINES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2SD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode050316
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode150311
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode257028
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3503095324
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode450315
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode550309
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035300
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear011461
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1023839
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted058379
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions035300
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY046918
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear023839
IRS990ScheduleB/ContributorInfo/AggregateContributions0525000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine108040 UNIVERSITY BLVD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DES MOINES
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0IA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode050325
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual08040 HOLDINGS INC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue00
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssets/EOYBookValue01761
OtherAssetsSchedule/OtherAssets/EOYFMV01761
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05828
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05828
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0421114774
ReturnHeader/Filer/Name/BusinessNameLine10FA WITTERN CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0FAWI
ReturnHeader/Filer/Phone05152743641
ReturnHeader/Filer/USAddress/AddressLine108040 UNIVERSITY BLVD
ReturnHeader/Filer/USAddress/City0DES MOINES
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050325
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-06
ReturnHeader/Officer/Name0FA WITTERN JR
ReturnHeader/Officer/Phone05152743641
ReturnHeader/Officer/Title0MANAGER
ReturnHeader/PreparerFirm/EIN0420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 LOCUST ST STE 640
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DES MOINES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0503092354
ReturnHeader/Preparer/Name0LAURIE K BARRICK
ReturnHeader/Preparer/Phone05155586600
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-14T17:15:12-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.40$0.08$0.32
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.48$0.21$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.22$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.81$0.12$0.69
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.11$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.09$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.07$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.23$0.11$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.04$0.11$0.07
2015Summary only. Only limited summary data is available for this year.$1.98$0.00$0.07$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.37$0.09$0.28
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.30$0.06$0.24
2012Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06
Peer Organizations

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