Civic Intelligence

Foster & Evelyn Barkema Charitable Trust

990PF • Fiscal year 2018 • EIN 46-6233696

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

PO Box 461Hampton, IA 50441

(641) 456-5196

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$21,170,788

Flat from 2018

Net Assets

Flat

$21,170,788

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$625,436

Flat from 2018

Expenses

Flat

$1,104,679

Flat from 2018

Net Income

Flat

-$479,243

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2013: $3,900,288Liabilities 2013: $02013Assets 2014: $23,613,141Liabilities 2014: $0Net Assets 2014: $23,613,1412014Assets 2015: $23,175,940Liabilities 2015: $0Net Assets 2015: $23,175,9402015Assets 2016: $22,124,286Liabilities 2016: $0Net Assets 2016: $22,124,2862016Assets 2017: $21,642,891Liabilities 2017: $0Net Assets 2017: $21,642,8912017Assets 2018: $21,170,788Liabilities 2018: $0Net Assets 2018: $21,170,7882018Assets 2018: $21,170,788Liabilities 2018: $0Net Assets 2018: $21,170,7882018Assets 2019: $20,522,369Liabilities 2019: $0Net Assets 2019: $20,522,3692019Assets 2020: $19,747,301Liabilities 2020: $0Net Assets 2020: $19,747,3012020Assets 2021: $19,362,324Liabilities 2021: $0Net Assets 2021: $19,362,3242021Assets 2022: $19,078,529Liabilities 2022: $0Net Assets 2022: $19,078,5292022Assets 2023: $18,383,690Liabilities 2023: $0Net Assets 2023: $18,383,6902023Assets 2024: $18,495,952Liabilities 2024: $0Net Assets 2024: $18,495,9522024

Highlighted filing

2018

Assets$21,170,788
Liabilities$0
Net Assets$21,170,788

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2013: $4,036,576Expenses 2013: $316,303Net Income 2013: $3,720,2732013Revenue 2014: $20,387,555Expenses 2014: $674,702Net Income 2014: $19,712,8532014Revenue 2015: $610,149Expenses 2015: $1,047,350Net Income 2015: -$437,2012015Revenue 2016: $209,564Expenses 2016: $1,261,218Net Income 2016: -$1,051,6542016Revenue 2017: $638,778Expenses 2017: $1,124,043Net Income 2017: -$485,2652017Revenue 2018: $625,436Expenses 2018: $1,104,679Net Income 2018: -$479,2432018Revenue 2018: $625,436Expenses 2018: $1,104,679Net Income 2018: -$479,2432018Revenue 2019: $458,050Expenses 2019: $1,096,833Net Income 2019: -$638,7832019Revenue 2020: $380,708Expenses 2020: $1,158,526Net Income 2020: -$777,8182020Revenue 2021: $734,669Expenses 2021: $1,119,763Net Income 2021: -$385,0942021Revenue 2022: $901,611Expenses 2022: $1,180,676Net Income 2022: -$279,0652022Revenue 2023: $591,513Expenses 2023: $1,277,332Net Income 2023: -$685,8192023Revenue 2024: $1,500,941Expenses 2024: $1,381,000Net Income 2024: $119,9412024

Highlighted filing

2018

Revenue$625,436
Expenses$1,104,679
Net Income-$479,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZOE BROWNTrusteePT$51,150-$51,150
Filing and Contact Details

Filer

Filer Name
Foster & Evelyn Barkema
EIN
46-6233696
Phone
6414565196
Address
PO BOX 461, HAMPTON, IA 50441

Signing Officer

Name
Zoe Brown
Title
Trustee
Phone
6414565196
Signed
2019-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
PO BOX 1318, MASON CITY, IA 50402-1318
Preparer
R Michael Mccoy CPA
Phone
6414230574
Raw XML AppendixShowing 400 of 507 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.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08311
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt017958809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0282510
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0204334
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0196868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017603
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0378625
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt015183866
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016409369
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt014805241
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt011944872
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt042169
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt040063
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt040063
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03174411
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03714631
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03353272
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0781765
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01477218
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01477028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021170788
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017958809
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021170788
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021170788
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt021642891
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt021170788
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0952667
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0910496
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0929103
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018888531
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01084084
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04711140
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0283328
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013093307
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0930260
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018605203
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018888531
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt051150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ZOE BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 SOUTH FEDERAL ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050441
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01046878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01051033
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0943850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01051631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0874369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0567793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0231418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.078695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt018605203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt018651305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019841480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt021170342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09834256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02940707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0917005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.281340
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0917005
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0917005
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0917005
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ZOE BROWN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0700 S FEDERAL STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0PO BOX 461
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAMPTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050441
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06414565196
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FOR FUNDS FORM FULLY FILLED OUT AND SIGNED; COPY OF THE 501(C)(3) DETERMINATION LETTER FROM THE IRS ATTACHED; OR CERTIFICATION THAT THE ORGANIZATION IS A POLITICAL SUBDIVISION OF THE STATE IN WHICH IT IS LOCATED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ZOE BROWN TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06414565196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 461
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HAMPTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050441
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0QUALIFIED TAX-EXEMPT CHARITABLE ORGANIZATIONS, GIVING FIRST PREFERENCE TO THE COMMUNITIES OF ALEXANDER, IOWA, INCLUDING BUT NOT LIMITED TO ALEXANDER, LATIMER, COULTER, HAMPTON AND BELMOND, IOWA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 30, 2018.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0901781
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0901781
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false

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