Civic Intelligence

Frances Gilmore Grubbs Charitable Trust

990PF • Fiscal year 2012 • EIN 42-6387445

Nov 01, 2011 to Oct 31, 2012 • Filed on Nov 19, 2012

C/O US Bank Na P O Box 790053707-7900
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M 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

85th percentile

$8,079

Higher top officer pay than 85% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

30th percentile

-3.3%

Faster asset growth than 30% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$685,991

Down $23,161 (-3.3%) from 2011

Net Assets

$685,991

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$45,466

Up $18,047 (+66%) 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.

$1.0M$500K$0Assets 2011: $709,152Liabilities 2011: $02011Assets 2012: $685,991Liabilities 2012: $0Net Assets 2012: $685,9912012Assets 2013: $671,907Liabilities 2013: $0Net Assets 2013: $671,9072013Assets 2014: $680,186Liabilities 2014: $0Net Assets 2014: $680,1862014Assets 2015: $690,835Liabilities 2015: $12015Assets 2016: $694,758Liabilities 2016: $0Net Assets 2016: $694,7582016Assets 2017: $677,091Liabilities 2017: $0Net Assets 2017: $677,0912017Assets 2018: $666,980Liabilities 2018: $0Net Assets 2018: $666,9802018Assets 2019: $642,833Liabilities 2019: $12019Assets 2020: $623,944Liabilities 2020: $0Net Assets 2020: $623,9442020Assets 2021: $660,379Liabilities 2021: $12021Assets 2022: $829,170Liabilities 2022: $0Net Assets 2022: $829,1702022Assets 2023: $789,814Liabilities 2023: $12023

Highlighted filing

2012

Assets$685,991
Liabilities$0
Net Assets$685,991

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: -$3,580Expenses 2011: $27,419Net Income 2011: -$30,9992011Expenses 2012: $45,4662012Expenses 2013: $46,2492013Revenue 2014: $52,886Expenses 2014: $44,480Net Income 2014: $8,4062014Revenue 2015: $59,357Expenses 2015: $48,708Net Income 2015: $10,6492015Revenue 2016: $50,363Expenses 2016: $46,440Net Income 2016: $3,9232016Revenue 2017: $26,241Expenses 2017: $43,911Net Income 2017: -$17,6702017Revenue 2018: $34,551Expenses 2018: $44,662Net Income 2018: -$10,1112018Revenue 2019: $25,394Expenses 2019: $48,276Net Income 2019: -$22,8822019Revenue 2020: $23,957Expenses 2020: $44,116Net Income 2020: -$20,1592020Revenue 2021: $83,187Expenses 2021: $46,911Net Income 2021: $36,2762021Revenue 2022: $223,255Expenses 2022: $54,438Net Income 2022: $168,8172022Revenue 2023: $12,392Expenses 2023: $51,746Net Income 2023: -$39,3542023

Highlighted filing

2012

Revenue-
Expenses$45,466
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Nov 19, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$8,079-$8,079
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIAN HILLS COMMUNITY COLLEGEART EXHIBITSPUBLIC CHARITYOTTUMWA, IA, US$12,073
Paid GrantSE IOWA SYMPHONY ORCHESTRA ASSNSTRING SECTION OF THE ORCHESTRAPUBLIC CHARITYMT PLEASANT, IA, US$12,073
Paid GrantOTTUMWA PUBLIC LIBRARYEXPANSIONS & ADDITIONS TO LIBRARY COLLECTIONSPUBLIC CHARITYOTTUMWA, IA, US$12,073
Filing and Contact Details

Filer

EIN
42-6387445
Raw XML AppendixShowing 400 of 409 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
AccountingFeesSchedule/AccountingFees/Amount0750
AccountingFeesSchedule/AccountingFees/Category0U.S. BANK, N.A., TAX PREP FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0750
InvestmentsOtherSchedule2/InvestmentsOther/BookValue057581
InvestmentsOtherSchedule2/InvestmentsOther/BookValue157774
InvestmentsOtherSchedule2/InvestmentsOther/BookValue258526
InvestmentsOtherSchedule2/InvestmentsOther/BookValue324387
InvestmentsOtherSchedule2/InvestmentsOther/BookValue424223
InvestmentsOtherSchedule2/InvestmentsOther/BookValue528790
InvestmentsOtherSchedule2/InvestmentsOther/BookValue621593
InvestmentsOtherSchedule2/InvestmentsOther/BookValue728790
InvestmentsOtherSchedule2/InvestmentsOther/BookValue857581
InvestmentsOtherSchedule2/InvestmentsOther/BookValue921593
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1015699
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1137926
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1219804
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1321604
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1492451
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1591255
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1621415
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SCOUT INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1NUVEEN CORE PLUS BOND CL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2NUVEEN INTERMED TERM B CL I
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3NUVEEN INFLATION PRO SEC CL I
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4NUVEEN HIGH INCOME BOND FD CL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5NUVEEN REAL ESTATE SECURIT CL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6T ROWE PRICE INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7ABERDEEN FDS EMRGN MKT INSTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8AMERICAN EUROPACIFIC GRTH F2
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9NEUBERGER BERMAN GENESIS ISNTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10NUVEEN MID CAP GRWTH OPP FD CL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11NUVEEN STRATEGIC INCOME
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12OPPENHEIMER COM STR TR FD Y
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13GOLDMAN SACHS M C VALUE CL INS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14HARBOR CAPITOL APRCTION INST
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem15NUVEEN DIV VAL FD CL I
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16TFS MARKET NEUTRAL FD
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV060687
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV159496
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV262447
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV329743
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV422545
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV532842
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV620714
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV731680
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV859390
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV923655
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1021717
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1141706
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1218345
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1322297
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV14102090
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV15105760
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1621827
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV10AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV11AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV12AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV13AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV14AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV15AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV16AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount016290
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount06015
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount022305
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA022305
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm06014
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0808
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm07271
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss08079
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps036219
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss036219
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm016290
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss016290
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-23161
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0119519
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss06015
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014709
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0324
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps037777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss045466
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome022304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses022305
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01558
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09247
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0705708
IRS990PF/BalanceSheets/CapitalStockEOY0697542
IRS990PF/BalanceSheets/InvestmentsOtherBOY0706752
IRS990PF/BalanceSheets/InvestmentsOtherEOY0680992
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0736941
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY03444
IRS990PF/BalanceSheets/RetainedEarningsEOY0-11551
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02400
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY04999
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV04999
IRS990PF/BalanceSheets/TotalAssetsBOY0709152
IRS990PF/BalanceSheets/TotalAssetsEOY0685991
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0741940
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0709152
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0685991
IRS990PF/BalanceSheets/TotalNetAssetsBOY0709152
IRS990PF/BalanceSheets/TotalNetAssetsEOY0685991
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome06014
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis031084
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis121593
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis215012
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis35613
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis417148
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis523055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-08-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22000-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32006-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42000-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-11-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-02-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0271.026 DODGE & COX STOCK FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12339.425 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21285.794 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3568.119 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4516.035 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5686.36 PRICE T ROWE GROWTH STK FD INC #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-3857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1825
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-135
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss46770
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51448
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-3857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-1825
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-135
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses46770
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51448
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice027227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice119768
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice214877
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice36613
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice423918
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice524503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-23161
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0685991
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0709152
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0685991
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted035648
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj035648
IRS990PF/DistributableAmount/DistributableAmountBeforeDed035648
IRS990PF/DistributableAmount/MinimumInvestmentReturn035795
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0147
IRS990PF/DistributableAmount/TotalTax0147
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0158
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0147
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0147
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0147
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0158
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0741940
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0726796
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05531
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0721265
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable010902
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn035795
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0715894
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0726796
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08079
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10123 E THIRD ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OTTUMWA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0525018003
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct022973
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets022826
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.031885
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.027239
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.029063
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.039354
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0715894
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10731608
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20672989
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30579785
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0147
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions037777
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1019928
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2019559
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3022817
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.095656
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions037630
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions037777
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0147
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions037777
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06416832045
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10123 E THIRD ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OTTUMWA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0525018003
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount012073
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount112073
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount212073
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ART EXHIBITS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1STRING SECTION OF THE ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EXPANSIONS & ADDITIONS TO LIBRARY COLLECTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INDIAN HILLS COMMUNITY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SE IOWA SYMPHONY ORCHESTRA ASSN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12OTTUMWA PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10525 GRANDVIEW AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11601 N MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12102 W 4TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OTTUMWA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MT PLEASANT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OTTUMWA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode052501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode152653
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2525012532
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear036219
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01559
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1036218
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted035648
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions037777
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY034089
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear036218
TaxesSchedule/Taxes/Amount0324
TaxesSchedule/Taxes/Amount194
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1EXCISE TAX PAYMENTS
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0324
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0426387445
ReturnHeader/Filer/Name/BusinessNameLine10FRANCES GILMORE GRUBBS CHARITABLE TRUST
ReturnHeader/Filer/NameControl0GRUB
ReturnHeader/Filer/Phone06416832045
ReturnHeader/Filer/USAddress/AddressLine10C/O US BANK NA P O BOX 7900
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537077900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings