Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
FRED AND CHARLOTTE HUBBELL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)453 7TH STREET   Room/suite
City or town, state, and ZIP code
DES MOINES, IA50309
A Employer identification number

39-1878112
B Telephone number (see instructions)

(515) 245-2965
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,185,643J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 85,691 80,984  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 91,747
b Gross sales price for all assets on line 6a 647,647
7 Capital gain net income (from Part IV, line 2)... 91,747
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 177,438 172,731  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,678 10,839   10,839
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 375 188   188
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 851     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,904 11,027 0 11,027
25 Contributions, gifts, grants paid........ 639,585 639,585
26 Total expenses and disbursements. Add lines 24 and 25 662,489 11,027 0 650,612
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -485,051
b Net investment income (if negative, enter -0-) 161,704
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............   400 400
2 Savings and temporary cash investments.......... 63,059 44,422 44,422
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 474,492 Click to see attachment330,845 366,477
b Investments—corporate stock (attach schedule)........ 2,254,392 Click to see attachment1,965,742 2,570,385
c Investments—corporate bonds (attach schedule)........ 231,538 Click to see attachment196,301 203,959
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,023,481 2,537,710 3,185,643
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,023,481 2,537,710
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,023,481 2,537,710
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,023,481 2,537,710
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,023,481
2 Enter amount from Part I, line 27a..................... 2 -485,051
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,538,430
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 720
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,537,710
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 84.16 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4   2008-02-22 2012-01-11
b .67 WPX ENERGY INC   1998-04-24 2012-01-11
c 605.07 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-01-17
d 13.52 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-01-17
e 2724.62 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-01-18
366. WPX ENERGY INC     2012-01-18
1093.99 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-01-20
56.13 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-01-25
185.1 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-01-25
24.1 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/203   2007-08-21 2012-01-25
30000. FBL FINANCIAL GROUP INC 5.875% 03/15/201   2011-06-17 2012-01-30
2563.73 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3   2008-02-22 2012-02-13
373.48 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0   2008-06-18 2012-02-13
1038.2 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-02-15
13.6 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-02-15
1572.6 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-02-16
1314.18 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-02-20
9993.2 SALOMON BROTHERS MORTGAGE SECURITIES VII SERIES 2002-KEY2 CLASS   2008-05-08 2012-02-23
91.18 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-02-27
270.42 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-02-27
24.32 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-02-27
20000. SPARTA WISCONSIN AREA SCH DIST REF-TAXAB   2008-12-15 2012-03-01
6000. OHIO STATE HSG FIN AGY RESIDENTIAL MTG REV TAXABLE-MTG-BKD SECS   2008-09-18 2012-03-02
143.09 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3   2008-02-22 2012-03-13
1595.05 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-03-15
13.68 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-03-15
200.29 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-03-16
1069.1 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-03-20
8410.32 SALOMON BROTHERS MORTGAGE SECURITIES VII SERIES 2002-KEY2 CLAS   2008-05-08 2012-03-20
82.63 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-03-26
412.04 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-03-26
24.46 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-03-26
83.21 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4   2008-02-22 2012-04-11
1442.41 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-04-16
13.76 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-04-16
851.73 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-04-17
6596.48 SALOMON BROTHERS MORTGAGE SECURITIES VII SERIES 2002-KEY2 CLAS   2008-05-08 2012-04-19
1309.53 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-04-20
93.17 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-04-25
387.47 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-04-25
24.12 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-04-25
98.46 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4   2008-02-22 2012-05-11
1188.86 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408%   2008-06-18 2012-05-11
1306.17 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-05-15
13.84 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-05-15
262.91 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-05-16
1244.43 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-05-21
63.11 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-05-25
276.93 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-05-25
24.39 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-05-25
25000. IOWA LAKES COMMUNITY COLLEGE IOWA INDL NEW JOBS TRAINING CTFS T   2007-07-24 2012-06-01
85.85 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4   2008-02-22 2012-06-12
647.25 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS   2008-04-10 2012-06-13
818.42 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-06-15
13.92 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-06-15
186.21 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-06-15
300. BEST BUY CO   2006-12-21 2012-06-20
25000. DEERE & CO 6.95% 04/25/2014   2007-06-26 2012-06-20
1409.96 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-06-20
500. STATE STREET CORP   2006-12-21 2012-06-20
70.09 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-06-25
242.68 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-06-25
1857.49 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/   2007-08-21 2012-06-25
4352.79 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3   2008-02-22 2012-07-11
270.06 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS   2008-04-10 2012-07-13
1397.08 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-07-16
14. GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-07-16
9127.3 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-07-17
1119.12 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-07-20
61.64 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-07-25
211.22 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-07-25
21.26 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-07-25
1095.07 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3   2008-02-22 2012-08-13
6274.54 GREENWICH CAPITAL COMMERCIAL FUNDING COR SERIES 2005-GG3 CLASS   2008-04-10 2012-08-13
112.55 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0   2008-06-18 2012-08-13
904.08 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-08-15
14.1 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-08-15
498.31 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-08-16
1198.3 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-08-20
120.89 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.   1998-04-24 2012-08-27
266.88 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-08-27
21.72 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-08-27
25000. PLATTEVILLE WISCONSIN TAXABLE NT ANTIC NTS 5.875% 09/01/2012-20   2008-03-05 2012-09-01
8.04 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4.   2008-02-22 2012-09-11
1495.13 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-09-17
14.37 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-09-17
1533.87 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-09-18
1519.25 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-09-20
77.56 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-09-25
317.14 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-09-25
21.51 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-09-25
600. ARCHER DANIELS MIDLAND CO   2006-12-21 2012-09-27
300. AUTODESK INC   2006-12-21 2012-09-27
400. WALGREEN CO   2006-12-21 2012-09-27
7.82 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4.   2008-02-22 2012-10-11
828.5 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-10-15
14.25 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-10-15
159.35 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-10-16
1405.5 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-10-22
71.54 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-10-25
167.09 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-10-25
21.71 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-10-25
1000. LINEAR TECHNOLOGY     2012-11-13
8.24 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3 4.   2008-02-22 2012-11-14
535.64 SMALL BUSINESS ADMINISTRATION SERIES 2006-P10A CLASS 1 5.408% 0   2008-06-18 2012-11-14
1955.79 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-11-15
14.34 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-11-15
25000. NEBRASKA PUBLIC POWER DISTRICT REV TAXABLE-GEN-SER B 4.85% 01/0   2009-06-11 2012-11-15
240. APACHE CORP   2007-09-14 2012-11-16
3149.76 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS   2010-11-08 2012-11-16
1500. POST PROPERTIES INC.     2012-11-16
1297.28 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-11-20
68.97 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-11-26
282.95 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-11-26
21.91 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-11-26
3000. COOK COUNTY ILLINOIS SCH DIST NO 148 DOLTON TAXABLE-LTD SCH-SER   2009-06-15 2012-12-03
1325. AT&T INC     2012-12-07
300. DEERE & CO   1998-07-28 2012-12-07
650. EMERSON ELECTRIC COMPANY     2012-12-07
700. ORACLE CORPORATION   2006-12-21 2012-12-07
300. THE TRAVELERS COMPANIES INC   2006-12-21 2012-12-07
412.28 BANC OF AMERICA COMMERCIAL MORTGAGE INC SERIES 2004-6 CLASS A3   2008-02-22 2012-12-11
6812.29 GE CAPITAL COMMERCIAL MORTGAGE CORPORATION SERIES 2005-C3 CLAS   2008-04-11 2012-12-11
1953.55 FEDERAL HOME LOAN MORTGAGE SERIES 2685 CLASS VP 4% 10/15/2023   2010-03-09 2012-12-17
14.42 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION   1998-04-24 2012-12-17
146.4 JP MORGAN CHASE COMMERCIAL MORTGAGE SEC SERIES 2005-LDP1 CLASS A   2010-11-08 2012-12-18
1206.39 GOVERNMENT NATIONAL MORTGAGE ASSN POOL #   2003-08-07 2012-12-20
72.14 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-74 CLASS D 6.5   1998-04-24 2012-12-26
258.43 FEDERAL NATIONAL MORTGAGE ASSOCIATION SERIES 1993-82 CLASS H 7%   1998-04-24 2012-12-26
22.08 FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL# 648645 7.5% 06/01/20   2007-08-21 2012-12-26
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 84   79 5
b 11   11  
c 605   622 -17
d 14   13 1
e 2,725   2,793 -68
5,587   6,074 -487
1,094   1,072 22
56   55 1
185   187 -2
24   25 -1
37,085   31,061 6,024
2,564   2,403 161
373   373  
1,038   1,067 -29
14   14  
1,573   1,612 -39
1,314   1,287 27
9,993   9,759 234
91   89 2
270   273 -3
24   25 -1
20,000   20,000  
6,000   6,002 -2
143   134 9
1,595   1,639 -44
14   14  
200   205 -5
1,069   1,047 22
8,410   8,213 197
83   81 2
412   416 -4
24   25 -1
83   78 5
1,442   1,482 -40
14   14  
852   873 -21
6,596   6,442 154
1,310   1,283 27
93   91 2
387   391 -4
24   25 -1
98   92 6
1,189   1,189  
1,306   1,342 -36
14   14  
263   269 -6
1,244   1,219 25
63   62 1
277   280 -3
24   25 -1
25,000   25,000  
86   80 6
647   619 28
818   841 -23
14   14  
186   191 -5
6,096   14,727 -8,631
27,708   25,686 2,022
1,410   1,381 29
22,000   33,800 -11,800
70   69 1
243   245 -2
1,857   1,904 -47
4,353   4,080 273
270   258 12
1,397   1,436 -39
14   14  
9,127   9,355 -228
1,119   1,096 23
62   60 2
211   213 -2
21   22 -1
1,095   1,027 68
6,275   6,000 275
113   113  
904   929 -25
14   14  
498   511 -13
1,198   1,174 24
121   118 3
267   269 -2
22   22  
25,000   25,000  
8   8  
1,495   1,536 -41
14   14  
1,534   1,572 -38
1,519   1,488 31
78   76 2
317   320 -3
22   22  
16,578   18,851 -2,273
9,981   12,155 -2,174
14,680   18,371 -3,691
8   7 1
829   851 -22
14   14  
159   163 -4
1,406   1,377 29
72   70 2
167   169 -2
22   22  
32,409   15,939 16,470
8   8  
536   536  
1,956   2,010 -54
14   14  
26,188   25,000 1,188
18,120   19,944 -1,824
3,150   3,229 -79
70,513   60,838 9,675
1,297   1,271 26
69   68 1
283   286 -3
22   22  
3,000   2,977 23
44,546   30,782 13,764
25,619   6,334 19,285
32,941   22,493 10,448
22,323   12,068 10,255
21,948   16,262 5,686
412   386 26
6,812   6,529 283
1,954   2,008 -54
14   14  
146   150 -4
1,206   1,182 24
72   71 1
258   261 -3
22   23 -1
      6,736
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       5
b        
c       -17
d       1
e       -68
      -487
      22
      1
      -2
      -1
      6,024
      161
       
      -29
       
      -39
      27
      234
      2
      -3
      -1
       
      -2
      9
      -44
       
      -5
      22
      197
      2
      -4
      -1
      5
      -40
       
      -21
      154
      27
      2
      -4
      -1
      6
       
      -36
       
      -6
      25
      1
      -3
      -1
       
      6
      28
      -23
       
      -5
      -8,631
      2,022
      29
      -11,800
      1
      -2
      -47
      273
      12
      -39
       
      -228
      23
      2
      -2
      -1
      68
      275
       
      -25
       
      -13
      24
      3
      -2
       
       
       
      -41
       
      -38
      31
      2
      -3
       
      -2,273
      -2,174
      -3,691
      1
      -22
       
      -4
      29
      2
      -2
       
      16,470
       
       
      -54
       
      1,188
      -1,824
      -79
      9,675
      26
      1
      -3
       
      23
      13,764
      19,285
      10,448
      10,255
      5,686
      26
      283
      -54
       
      -4
      24
      1
      -3
      -1
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 91,747
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 595,068 3,844,963 0.154766
2010 721,562 3,921,119 0.184019
2009 392,170 3,513,750 0.11161
2008 934,553 5,586,096 0.1673
2007 416,104 6,621,629 0.06284
2 Total of line 1, column (d) ...................... 2 0.680535
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.136107
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 3,444,456
5 Multiply line 4 by line 3....................... 5 468,815
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,617
7 Add lines 5 and 6......................... 7 470,432
8 Enter qualifying distributions from Part XII, line 4.............. 8 650,612
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,617
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 1,617
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,617
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 817
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
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? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbullet   Telephone no.bullet (515) 245-2965
    Located atbullet453 7TH STREETDES MOINESIA ZIP+4bullet50304
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), 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 (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a 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? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 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? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), 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 (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BANKERS TRUST COMPANY TRUSTEE
    40     		21,678    
    453 7TH STREET
    DES MOINES,IA50309
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,444,451
    b
    Average of monthly cash balances.......................
    1b
    52,459
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,496,910
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,496,910
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    52,454
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,444,456
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    172,223
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    172,223
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,617
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,617
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    170,606
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    170,606
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    170,606
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    650,612
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    650,612
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    1,617
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    648,995
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 170,606
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 91,921
    b From 2008....... 658,542
    c From 2009....... 218,598
    d From 2010....... 526,996
    e From 2011....... 404,418
    fTotal of lines 3a through e......... 1,900,475
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 650,612
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 170,606
    e Remaining amount distributed out of corpus 480,006
    5 Excess distributions carryover applied to 2012. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,380,481
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		91,921
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		2,288,560
    10 Analysis of line 9:
    a Excess from 2008.... 658,542
    b Excess from 2009.... 218,598
    c Excess from 2010.... 526,996
    d Excess from 2011.... 404,418
    e Excess from 2012.... 480,006
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    M NUSSBAUMM-BELL
    453 7TH ST
    DES MOINES,IA50309
    (515) 245-2965
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING PURPOSE OF CONTRIBUTION OR GRANT, INCLUDING STATEMENT THE ORGANIZATION IS TAX-EXEMPT UNDER IRC 501(C)(3), THE AMOUNT REQUESTED, AND A DESCRIPTION OF PROGRAM.
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS OR LIMITATIONS
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DES MOINES METRO OPERA
    106 W BOSTON AVE
    INDIANOLA,IA50125     		NONE EXEMPT LITERARY SUPPORT OF FINE 15,000
    IOWA ENVIRONMENTAL COUNCIL
    7031 DOUGLAS AVE
    DES MOINES,IA50322     		NONE EXEMPT SCIENTIFIC-IMPROVE 2,500
    SCIENCE CENTER OF IOWA
    4500 GRAND AVE
    DES MOINES,IA50315     		NONE EXEMPT EDUCATIONAL SUPPORT TO 3,500
    VARIETY CLUB OF IOWA
    505 5TH AVENUE
    DES MOINES,IA50309     		NONE EXEMPT CHARITABLE-MEDICAL AND 5,000
    SIMPSON COLLEGE
    701 NORTH C AVE
    INDIANOLA,IA50125     		NONE EXEMPT EDUCATIONAL SUPPORT 15,000
    ST MARKS SCHOOL ANNUAL FUND
    25 MARLBOROUGH RD
    SOUTHBOROUGH,MA01772     		NONE EXEMPT EDUCATIONAL SUPPORT 1,500
    CIVIC CENTER OF GREATER DES MOINES
    221 WALNUT ST
    DES MOINES,IA50309     		NONE EXEMPT LITERARY SUPPORT OF THE 28,000
    IOWA COLLEGE FOUNDATION
    505 5TH AVENUE STE 1034
    DES MOINES,IA50309     		NONE EXEMPT EDUCATION SUPPORT 2,500
    URBAN DREAMS
    1410 6TH AVENUE
    DES MOINES,IA50314     		NONE EXEMPT CHARITABLE YOUTH LEADERSHIP 7,000
    AMERICAN RED CROSS
    PO BOX 1669
    NEW YORK,NY10019     		NONE EXEMPT CHARITABLE SUPPORT 26,500
    UNIVERSITY OF IOWA FOUNDATION
    PO BOX 4550
    IOWA CITY,IA52244     		NONE EXEMPT EDUCATIONAL SUPPORT 46,400
    TULANE UNIVERSITY
    349 PRYTANIA ST
    NEW ORLEANS,LA70118     		NONE EXEMPT EDUCATIONAL SUPPORT 15,000
    IOWA PUBLIC TELEVISION
    6450 CORPORATE DRIVE
    JOHNSTON,IA50131     		NONE EXEMPT LITERACY SUPPORT OF FINE 4,500
    IOWA HISTORICAL FOUNDATION
    600 E LOCUST ST
    DES MOINES,IA50309     		NONE EXEMPT EDUCATION SUPPORT OF 5,000
    IOWA NATURAL HERITAGE FOUNDATION
    600 E LOCUST ST
    DES MOINES,IA50309     		NONE EXEMPT EDUCATION PRESERVE NATURAL 200
    HOPE MINISTRIES
    PO BOX 862
    DES MOINES,IA50304     		NONE EXEMPT RELIGIOUS CHURCH SUPPORT 5,000
    DES MOINES ART CENTER
    4700 GRAND AVE
    DES MOINES,IA50312     		NONE EXEMPT LITERARY SUPPORT OF THE 7,405
    ST JUDES CHILDRENS RESEARCH
    HOSPITAL
    ATTN MEMORIAL DEPARTMENT
    MEMPHIS,TN38105     		NONE EXEMPT CHARITABLE SUPPORT OF 2,500
    IOWA POLICY PROJECT
    318 2ND AVE NORTH
    MT VERNON,IA52314     		NONE EXEMPT SCIENTIFIC PRESERVE OF 10,000
    DES MOINES PLAYHOUSE
    831 42ND ST
    DES MOINES,IA50314     		NONE EXEMPT EDUCATIONAL - SUPPORT OF 11,000
    DES MOINES PUBLIC LIBRARY FOUNDATION
    100 LOCUST ST
    DES MOINES,IA50309     		NONE EXEMPT EDUCATIONAL - GENERAL FUND 1,000
    METRO ARTS ALLIANCE
    500 E LOCUST ST STE 207
    DES MOINES,IA50309     		NONE EXEMPT EDUCATIONAL - SUPPORT THE 500
    UNICEF
    333 E 38TH ST
    NEW YORK,NY10016     		NONE EXEMPT MEDICAL RESEARCH 1,000
    SALISBURY HOUSE
    4025 TONAWANDA DR
    DES MOINES,IA50312     		NONE EXEMPT HISTORICAL 7,500
    YOUTH EMERGENCY SERVICES SHELTER
    918 SE 11TH ST
    DES MOINES,IA50309     		NONE EXEMPT PROVIDE EMERG SERVICES FOR 1,000
    PRACTICAL FARMERS OF IOWA
    PO BOX 349
    AMES,IA50010     		NONE EXEMPT PROMOTE LAND CONSERVATION 5,000
    UNION OF CONCERNED SCEINTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02238     		NONE EXEMPT EDUCATION ON GLOBAL WARMING 100
    CENTRAL PARK CONSERVANCY
    14 E 60TH ST
    NEW YORK,NY10022     		NONE EXEMPT CARE AND CONSERVATION OF NY 4,600
    CHILDSERVE FOUNDATION
    5406 MERLE HAY RD
    JOHNSTON,IA50131     		NONE EXEMPT EMERGENCY YOUTH SERVICES 25,000
    BROADLAWNS MEDICAL CENTER
    FOUNDATION
    1801 HICKMAN ROAD
    DES MOINES,IA50312     		NONE EXEMPT MEDICAL-GENERAL FUND 1,000
    BOYS AND GIRLS CLUBS-CENTRAL IOWA
    1350 EAST WASHINGTON AVE
    DES MOINES,IA50316     		NONE EXEMPT HUMANITARIAN-ASSIST AT RISK 4,500
    FOOD BANK OF IOWA
    2220 E 17TH ST
    DES MOINES,IA50316     		NONE EXEMPT HUMANITARIAN-PROVIDING FOOD 2,000
    IOWA INTERFAITH POWER AND LIGHT
    666 GRAND AVE
    DES MOINES,IA50309     		NONE EXEMPT SCEINTIFIC-MITIGATING 1,000
    ANIMAL RESCUE LEAGUE
    5452 NE 22ND ST
    DES MOINES,IA50313     		NONE EXEMPT HUMANITARIAN-ASSISTING 900
    DRAKE UNIVERSITY ARTS FOUNDATION
    2507 UNIVERSITY AVE
    DES MOINES,IA50313     		NONE EXEMPT SUPPORT OF THE ARTS 10,000
    YOUNG WOMEN'S RESOURCE CENTER
    705 E 2ND ST
    DES MOINES,IA50309     		NONE EXEMPT SUPPORT WOMEN'S RESOURCES 1,000
    DES MOINES SYMPHONY
    221 WALNUT ST
    DES MOINES,IA50309     		NONE EXEMPT SUPPORT FINE ARTS 6,200
    DES MOINES PASTORAL COUNSELING CENTER
    2929 WESTOWN PARKWAY 110
    WEST DES MOINES,IA50266     		NONE EXEMPT COUNSELING FAMILIES 1,500
    FRICK COLLECTION
    1 EAST 70TH ST
    NEW YORK,NY10001     		NONE EXEMPT SUPPORT FINE ARTS 2,000
    FOUNDATION FOR TOMORROW
    PO BOX 470836
    CHARLOTTE,NC28247     		NONE EXEMPT SUPPORT UNDER PRIVILAGED 3,700
    THE HOMESTEAD FOUNDATION
    8272 NE UNIVERSITY
    PLEASANT HILL,IA50327     		NONE EXEMPT SUPPORT AUTISM 200
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20090     		NONE EXEMPT SUPPORT WILDLIFE 2,500
    ANAWIM HOUSING FOUNDATION
    921 6TH AVE STE B
    DES MOINES,IA50309     		NONE EXEMPT PROVIDE HOUSING FOR 1,000
    COMMON CAUSE EDUCATION FUND
    1133 19TH ST NW
    WAHINGTON,DC20036     		NONE EXEMPT PROMOTE ACCOUNTABILITY IN 1,000
    COOPERATIVE ASSISTANCE FUND
    1432 U ST NW
    WASHINGTON,DC20009     		NONE EXEMPT COMMUNITY DEVELOPMENT FOR 1,000
    DES MOINES SOCIAL CLUB
    1408 LOCUST ST
    DES MOINES,IA50309     		NONE EXEMPT PROMOTION OF ARTS IN DES 55,000
    ECHOING GREEN FOUNDATION
    494 EIGHTH AVE
    NEW YORK,NY10001     		NONE EXEMPT PROVIDING FOR FUTURE SOCIAL 2,000
    HAWTHORN HILL FOUNDATION
    3001 GRAND AVE
    DES MOINES,IA50312     		NONE EXEMPT ASSISTING HOMELESS FAMILIES 26,000
    IOWA RIVERS REVIVAL FOUNDATION
    PO BOX 72
    DES MOINES,IA50301     		NONE EXEMPT PRESERVATION OF IOWA RIVERS 3,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVE
    NEW YORK,NY10028     		NONE EXEMPT PRESERVATION OF THE ARTS 2,000
    NATIONAL WILDLIFE FEDERATION
    11100 WILDLIFE CENTER DR
    RESTON,VA20190     		NONE EXEMPT PRESERVATION OF WILDLIFE 1,000
    IOWA CITIZENS FOR COMMUNITY IMPROVEMENT
    2001 FOREST AVENUE
    DES MOINES,IA50311     		NONE EXEMPT CHARITABLE - ADDRESS IOWA 1,000
    CHILDREN & FAMILIES OF IOWA
    PO BOX 41125
    DES MOINES,IA50311     		NONE EXEMPT COMMUNITY IMPROVEMENT 30,000
    FRIENDS OF CONSERVATION
    17-18 HAYWARDS PLACE
    LONDON,ENGLANDEC1ROEQ
    UK     		NONE EXEMPT PROTECTING ASIAN ELEPHANTS 1,000
    HABITAT FOR HUMANITY
    2341 2ND AVENUE
    DES MOINES,IA50313     		NONE EXEMPT CONSTRUCTION AND 25,000
    ORCHARD PLACE DEVELOPMENT
    2116 GRAND AVENUE
    DES MOINES,IA50312     		NONE EXEMPT DEVELOPMENT OF YOUTH 100
    UNIVERSITY OF NORTH CAROLINA
    1400 SPRING GARDEN ST
    GREENSBORO,NC27412     		NONE EXEMPT EDUCATION 3,000
    CHP 11-99 FOUNDATION
    2244 N STATE COLLEGE BLVD
    FULLERTON,CA92831     		NONE EXEMPT SCHOLARSHIP PROGRAM 2,000
    EARTH ISLAND INSTITUTE
    215 ALLSTON WAY
    BERKLEY,CA94704     		NONE EXEMPT ENVIRONMENTAL CONSERVATION 1,500
    EMPLOYEE FAMILY RESOURCES FOUNDATIO
    1446 MARTIN LUTHER KING PKWY
    DES MOINES,IA50314     		NONE EXEMPT ASSIST FAMILIES AT RISK 1,000
    IOWA HOMELESS YOUTH CENTERS
    1219 BUCHANAN ST
    DES MOINES,IA50312     		NONE EXEMPT HOMELESS YOUTH PROGRAMS 250
    IOWA LEGAL AID FOUNDATION
    1111 9TH ST
    DES MOINES,IA50317     		NONE EXEMPT PROVIDE LEGAL SERVICES TO 500
    KCRW PUBLIC RADIO
    1900 PICO BLVD
    SANTA MONICA,CA90405     		NONE EXEMPT SPIRITUAL RADIO 1,000
    MAKE A WISH FOUNDATION
    3024 104TH ST
    URBANDALE,IA50322     		NONE EXEMPT PROGRAMS FOR TERMINALLY ILL 1,000
    MICROLUMBIA
    3022 BRAODWAY RM 203
    NEW YORK,NY10027     		NONE EXEMPT DEVELOP NEW BUSINESSES 2,000
    OPERATION SMILE
    6435 TIDEWATER DR
    NORFOLK,VA23509     		NONE EXEMPT DENTAL CARE FOR NEEDY 1,000
    WORLD VETS
    802 1ST AVE NORTH
    FARGO,ND58102     		NONE EXEMPT HUMANE TREATMENT OF ANIMALS 1,000
    USA FOR UNHCR
    1775 K STREET NW STE 290
    WASHINGTON,DC20006     		NONE EXEMPT ASSIST MISPLACED REFUGEES 1,000
    AMANDA FOUNDATION
    35 NORTH FOOTHILL RD
    BEVERLY HILLS,CA90210     		NONE EXEMPT DOGS AND CATS RESCUE 1,000
    NETHERLAND AMERICA FOUNDATION
    82 WALL STREET STE 709
    NEW YORK,NY10005     		NONE EXEMPT HISTORICAL PRESERVATION 250
    PRINCIPAL CHARITY CLASSIC
    2771 104TH STE I
    URBANDALE,IA50322     		NONE EXEMPT ASSISTANCE TO AT RISK YOUTH 1,580
    AMERICAN SOCIETY FOR THE PREVENTION
    OF CRUELTY TO ANIMALS
    424 E 92ND ST
    NEW YORK,NY10128     		NONE EXEMPT HUMANITARIAN 2,000
    BALLET DES MOINES
    712 E 2ND ST
    DES MOINES,IA50309     		NONE EXEMPT PROMOTION OF THE ARTS 1,000
    BIG BROTHERS BIG SISTERS OF
    CENTRAL IOWA
    9051 SWANSON BLVD
    DES MOINES,IA50325     		NONE EXEMPT YOUTH DEVELOPMENT PROGRAMS 1,000
    BREAD FOR THE WORLD
    425 3RD ST SW STE 1200
    WASHINGTON,DC20024     		NONE EXEMPT CONFRONTING WORLD HUNGER 1,000
    COMMUNITY FOUNDATION OF
    GREATER DES MOINES
    1915 GRAND AVE
    DES MOINES,IA50309     		NONE EXEMPT SUPPORTING NON PROFITS 85,000
    DES MOINES UNIVERSITY
    3200 GRAND AVE
    DES MOINES,IA50312     		NONE EXEMPT EDUCATIONAL INSTITUTION 1,000
    ENVIRONMENT IOWA
    3209 INGERSOLL AVE
    DES MOINES,IA50312     		NONE EXEMPT PRESERVATION OF ENVIRONMENT 200
    ENVRONMENTAL LAW AND POLICY
    CENTER
    505 FITH AVE STE 333
    DES MOINES,IA50309     		NONE EXEMPT PROTECTION OF ENVIRONMENT 25,000
    EVANGELICAL CHRISTIAN SUPPORT
    FUND
    1600 OREGON ST
    MUSCATINE,IA52761     		NONE EXEMPT RELIGION 100
    FREEDOM FOR YOUTH MINISTRIES
    2301 HICKMAN RD
    DES MOINES,IA50310     		NONE EXEMPT ASSIST AT RISK YOUTH 1,000
    HUMANE SOCIETY OF THE US
    2100 LST NW
    WASHINGTON,DC20037     		NONE EXEMPT PREVENT ANIMAL CRUELTY 11,500
    INDIANOLA COMMUNITY FOUNDATION
    PO BOX 299
    INDIANOLA,IA50125     		NONE EXEMPT COMMUNITY ENRICHMENT 1,000
    ING FOUNDATION
    909 LOCUST ST
    DES MOINES,IA50309     		NONE EXEMPT COMMUNITY IMPROVEMENT 5,000
    IOWA INTERNATIONAL CENTER
    319 7TH ST
    DES MOINES,IA50309     		NONE EXEMPT HELP INTERNATIONAL REFUGEES 1,500
    AMERICAN FRIENDS OF THE EPISCOPAL
    CHURCH OF SUDAN
    3737 SEMINARY RD
    ALEXANDRIA,VA22304     		NONE EXEMPT EXPANDING RELIGON 100
    TERRACE HILL FOUNDATION
    2300 GRAND AVE
    DES MOINES,IA50309     		NONE EXEMPT PRESERVATION OF HISTORICAL 6,000
    ST JAMES PRESBYTERIAN CHURCH
    302 SPRUCE ST
    TOWER,MN55790     		NONE EXEMPT GENERAL CHURCH FUND 100
    POR WRIGHTS POSITIVE OUTREACH
    PROGRAM
    PO BOX 65305
    WEST DES MOINES,IA50265     		NONE EXEMPT YOUTH DEVELOPMENT PROGRAMS 1,000
    MEALS FROM THE HEARTLAND
    7780 OFFICE PLAZA DR STE 138
    WEST DES MOINES,IA50266     		NONE EXEMPT PROVIDE FOOD FOR NEEDY 25,000
    MARY GREELEY MEDICAL CENTER
    1111 DUFF AVE
    AMES,IA50010     		NONE EXEMPT MEDICAL RESEARCH 100
    JUNIOR ACHIEVEMENT OF CENTRAL
    IOWA
    6100 GRAND AVE
    DES MOINES,IA50312     		NONE EXEMPT YOUTH DEVELOPMENT 1,000
    JOHN F KENNEDY LIBRARY FOUNDATION
    COLUMBIA POINT
    BOSTON,MA02125     		NONE EXEMPT EDUCATIONAL PROGRAMS 5,000
    FRINDS OF THE DES MOINES
    BOTANICAL CENTER
    909 ROBERT D RAY DR
    DES MOINES,IA50309     		NONE EXEMPT COMMUNITY DEVELOPMENT 1,000
    HCI FOUNDATION
    3330 100TH ST
    URBANDALE,IA50322     		NONE EXEMPT MEDICAL RESEARCH 100
    GREATER DES MOINES LATINA
    LEADERSHIP INITIATIVE
    2925 INGERSOLL AVE
    DES MOINES,IA50312     		NONE EXEMPT NATIONAL HERITAGE EVENTS 1,000
    Total .................................bullet 3a 639,585
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 85,691  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 91,747  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   177,438  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13177,438
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    FRED AND CHARLOTTE HUBBELL FOUNDATION
    EIN: 39-1878112
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DEERE CO 6.95% 4/2014    
    BOA COM MTG SER 2004-6 12/2042 5,802 6,262
    GE CAP COM MTG 2005 7/2045 3,055 3,185
    GREENWICH CAP COMM FND 8/2042 7,468 7,825
    SALOMON BROS MORT SEC 3/2036    
    JP MORGAN COMM MTG SER 3/2046 46,392 45,337
    CAPITAL ONE FIN CO 7/2016 44,908 47,776
    FBL FIN GRP 3/2017    
    SIMON PROP GRP LP 3.375% 22-21 49,083 52,806
    SWISS RE SOLUTIONS 6/2019-2014 39,593 40,768

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    FRED AND CHARLOTTE HUBBELL FOUNDATION
    EIN: 39-1878112
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 29,773 52,400
    COLONIAL PROPERTIES TRUST 54,219 39,535
    DEERE CO 6,334 25,926
    EMC CORPORATION 30,949 88,550
    EMERSON ELECTRIC 20,165 34,424
    EXXON MOBIL 18,450 43,275
    FELCOR LODGING 91,925 14,010
    GE CO 39,443 29,386
    HIGHWOODS PROPERTIES INC 79,781 83,625
    ING NV 697,300 252,700
    LINEAR TECHNOLOGY    
    MACERICH CO 363,691 1,011,155
    MICROSOFT 26,490 26,710
    POST PROPERTIES INC    
    SCHLUMBERGER LTD 15,110 34,649
    TAUBMAN CENTERS INC 68,531 393,600
    TRANSOCEAN INC 15,996 6,208
    TOLL BROTHERS INC 7,538 12,932
    WALMART STORES INC 17,444 47,761
    TRAVELERS CO INC 16,262 21,546
    WILLIAMS CO INC 26,845 36,014
    WALGREEN CO    
    ATT    
    AUTODESK INC    
    BEST BUY CO    
    DU PONT DE NEMOIRS 19,623 17,991
    JOHNSON JOHNSON 26,407 28,040
    NEWMONT MINING 18,178 18,576
    ORACLE CORP 12,068 11,256
    PEPSICO INC 25,330 27,372
    PROCTOR GAMBLE 32,034 33,945
    QUALCOMM INC 11,534 18,558
    QUEST DIAGNOSTICS INC 15,934 17,481
    SENIOR HOUSING PROP TRUST 31,799 34,278
    STATE STREET    
    TARGET CORP 23,120 23,668
    APACHE CORP    
    FISERV INC 14,449 22,524
    T ROWE PRICE 9,712 13,023
    US BANK 5,445 7,027
    ARCHER DANIELS MIDLAND CO    
    FIRST INDUSTRIAL REALTY TRUST 93,863 42,240

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    FRED AND CHARLOTTE HUBBELL FOUNDATION
    EIN: 39-1878112
    US Government Securities - End of Year Book Value:

    260,795
    US Government Securities - End of Year Fair Market Value:

    293,964
    State & Local Government Securities - End of Year Book Value:


    70,050
    State & Local Government Securities - End of Year Fair Market Value:


    72,513


    TY 2012 OtherDecreasesSchedule
    Name:
    FRED AND CHARLOTTE HUBBELL FOUNDATION
    EIN: 39-1878112
    Description Amount
    ACCR INTEREST REC ADJUSTMENT 720


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    FRED AND CHARLOTTE HUBBELL FOUNDATION
    EIN: 39-1878112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (ALLOCABLE 375 188   188


    TY 2012 TaxesSchedule
    Name:
    FRED AND CHARLOTTE HUBBELL FOUNDATION
    EIN: 39-1878112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 51 0   0
    FEDERAL ESTIMATES - PRINCIPAL 800 0   0