Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
HEARTLAND CHARITABLE TRUST
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 747
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUBUQUE, IA520040747
D Employer identification number

42-6549922
E Telephone number

G Gross receipts $ 8,048,786
F Name and address of principal officer:
LYNN B FULLER
1398 CENTRAL AVE
DUBUQUE,IA52001
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1996
M State of legal domicile: IA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: GRANTS TO CHARITABLE ORGANIZATIONS
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 1
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 3
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,724,803 2,095,878
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 643,891 739,048
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,368,694 2,834,926
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,458,849 1,182,201
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 87,767 102,600
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,546,616 1,284,801
19 Revenue less expenses. Subtract line 18 from line 12....... 2,822,078 1,550,125
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 14,358,279 6,189,919
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 14,358,279 6,189,919
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: GRANTS TO CHARITABLE ORGANIZATIONS-THE TRUST GATHERS CONTIBUTIONS FROM INDIVIDUAL AND ORGANIZATIONS, THEN HOLDS THESE FUNDS UNTIL DISBURSED TO SEC. 501(C)(3) ORGANIZATIONS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,182,201 including grants of $ 1,182,201 ) (Revenue $   )
TO PROVIDE DONOR ADVISED GRANTS TO CHARITABLE ORGANIZATIONS SCHEDULE ATTACHED
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,182,201
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........Click to see attachment
32
Yes
 
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
1
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRAYE ANN DOWNS1398 CENTRAL AVENUE   DUBUQUE,IA52001 (563) 587-4019
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LYNN B FULLER......................................................................
TRUSTEE
 1.00
.................
40.00 		X           0 1,511,343 38,923
(2) BRUCE C REHMKE......................................................................
TRUSTEE
 1.00
.................
25.00 		X           0 376,417 22,111
(3) DUBUQUE BANK & TRUST
 
TRUSTEE
 0.00
.................
  		  X         0 0 0




























Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 1,887,760 61,034
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 2,095,878
g Noncash contributions included in lines 1a - 1f:$ 1,153,307
h Total. Add lines 1a-1f.......MediumBullet 2,095,878
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 534,141     534,141
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   5,418,767
b Less: cost or other basis and sales expenses   5,213,860
c Gain or (loss)   204,907
d Net gain or (loss).....MediumBullet 204,907 204,907    
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 2,834,926 204,907 0 534,141
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 1,182,201 1,182,201
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 102,600   102,600  
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,284,801 1,182,201 102,600 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 1,365,877 2 1,336,216
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities . 12,992,402 11 4,853,703
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 14,358,279 16 6,189,919
Liabilities 17 Accounts payable and accrued expenses .....   17  
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 0 26 0
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 14,358,279 27 6,189,919
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 14,358,279 33 6,189,919
34 Total liabilities and net assets/fund balances ........ 14,358,279 34 6,189,919
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,834,926
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,284,801
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,550,125
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
14,358,279
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-9,718,485
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
6,189,919
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 1,434,551 2,935,212 1,303,788 3,724,803 2,095,878 11,494,232
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 1,434,551 2,935,212 1,303,788 3,724,803 2,095,878 11,494,232
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 3,578,117
6 Public support. Subtract line 5 from line 4. 7,916,115
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 1,434,551 2,935,212 1,303,788 3,724,803 2,095,878 11,494,232
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 376,956 293,358 254,514 395,778 534,141 1,854,747
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 13,348,979
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
59.300 %
15
15
63.260 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
HEARTLAND CHARITABLE TRUST
  		Employer identification number
42-6549922
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
HEARTLAND CHARITABLE TRUST
  		Employer identification number

42-6549922
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
HEARTLAND CHARITABLE TRUST
  		Employer identification number

42-6549922
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 74  
2 Aggregate value of contributions to (during year) 2,096,821  
3 Aggregate value of grants from (during year) 1,189,701  
4 Aggregate value at end of year ........ 6,189,889  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 0
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2018


Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number
42-6549922
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 350 ORG
20 JAY STREET SUITE 732
BROOKLYN,NY11201 		26-1150699 501(C)(3) 1,000   FMV   EDUCATION
(2) AIMING FOR ACCEPTANCE INC
655 4TH STREET
FENNIMORE,WI53809 		81-2819644 501(C)(3) 3,647   FMV   ARTS, CULUTRE & HUMANITIES
(3) ALZHEIMER'S ASSOCIATION
1730 28TH STREET
WEST DES MOINES,IA50266 		42-1520582 501(C)(3) 400   FMV   HEALTH & HUMAN SERVICES
(4) AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION
52105 EAGLE WAY
CHICAGO,IL606781521 		41-0793046 501(C)(3) 100   FMV   HEALTH & HUMAN SERVICES
(5) AMERICAN CANCER SOCIETY
627 LAKEVIEW COURT
WISCONSIN DELLS,WI53965 		59-0657320 501(C)(3) 1,500   FMV   HEALTH & HUMAN SERVICES
(6) AMERICAN CANCER SOCIETY - NORTHERN REGION
PO BOX 7190
DES MOINES,IA503157190 		13-1788491 501(C)(3) 400   FMV   HEALTH & HUMAN SERVICES
(7) AMERICAN CIVIL LIBERTIES UNION
PO BOX 96266
WASHINGTON,DC200777486 		13-6213516 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(8) AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY ST
PHILADELPHIA,PA191021403 		23-1352010 501(C)(3) 10,000   FMV   INTERNATIONAL/FOREIGN AFFAIRS
(9) AMERICAN HEART ASSOCIATION
PO BOX 78851
PHOENIX,AZ850629912 		13-5613797 501(C)(3) 400   FMV   HEALTH & HUMAN SERVICES
(10) AMERICAN RED CROSS
2400 ASBURY ROAD
DUBUQUE,IA520013071 		53-0196605 501(C)(3) 1,500   FMV   HEALTH & HUMAN SERVICES
(11) AMERICAN REFUGEE COMMITTEE - DONOR SERVICE CENTER
PO BOX 1002
MINNEAPOLIS,MN554801002 		36-3241033 501(C)(3) 2,000   FMV   INTERNATIONAL/FOREIGN AFFAIRS
(12) AMERICANS UNITED FOR THE SEPARATION OF CHURCH & STATE
1310 L STREET NW SUITE 200
WASHINGTON,DC20005 		53-0184647 501(C)(3) 600   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(13) ANCHOR OF HOPE PREGNANCY CENTER OF SHEBOYGAN
703 N 9TH STREET
SHEBOYGAN,WI53081 		46-3846170 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(14) ASBURY UNITED METHODIST CHURCH
6101 UNIVERSITY AVENUE
MADISON,WI53705 		39-6063282 501(C)(3) 4,000   FMV   RELIGIOUS
(15) AURORA HEALTH FOUNDATION
2629 NORTH 7TH STREET
SHEBOYGAN,WI530839988 		93-0828294 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(16) BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB,UT847410315 		23-7147797 501(C)(3) 2,000   FMV   ENVIRONMENTAL/ANIMALS
(17) BETHANY HOME
1005 LINCOLN AVENUE
DUBUQUE,IA52001 		42-0698260 501(C)(3) 300   FMV   HEALTH & HUMAN SERVICES
(18) BOYS AND GIRLS CLUB OF GREATER DUBUQUE
1299 LOCUST STREET
DUBUQUE,IA52001 		42-0710263 501(C)(3) 12,100   FMV   HEALTH & HUMAN SERVICES
(19) BROOKS SCHOOL
1160 GREAT POND ROAD
NORTH ANDOVER,MI018451298 		04-2130844 501(C)(3) 500   FMV   EDUCATION
(20) CAMP ALBRECHT ACRES
PO BOX 50
SHERRILL,IA520730050 		42-1125110 501(C)(3) 500   FMV   HEALTH & HUMAN SERVICES
(21) CAMP GRAY
E10213 SHADY LANE ROAD
REEDSBURG,WI53959 		39-1096409 501(C)(3) 2,000   FMV   HEALTH & HUMAN SERVICES
(22) CANNON MEMORIAL YMCA
5325 LANGFORD AVENUE
CONCORD,NC28027 		58-1574620 501(C)(3) 1,200   FMV   HEALTH & HUMAN SERVICES
(23) CENTRAL COLLEGE
812 UNIVERSITY STREET
PELLA,IA50219 		42-0680344 501(C)(3) 500   FMV   EDUCATION
(24) CESA FOUNDATION INC
1300 INDUSTRIAL DRIVE
FENNIMORE,WI53809 		39-1745884 501(C)(3) 500   FMV   EDUCATION
(25) CHATHAM UNIVERSITY ANNUAL GIVING
WOODLAND ROAD
PITTSBURGH,PA152329987 		25-0717890 501(C)(3) 2,000   FMV   EDUCATION
(26) CHRISTIAN BROTHERS RETREAT CENTER
15525 ST CROIX TRAIL NORTH
MARINE ON THE ST CROIX,MN55047 		41-0876905 501(C)(3) 5,000   FMV   RELIGIOUS
(27) CHURCH OF ALL SAINTS
310 SO 9TH
KEOKUK,IA52632 		42-1186104 501(C)(3) 100   FMV   RELIGIOUS
(28) CLARKE UNIVERSITY
1550 CLARKE DRIVE
DUBUQUE,IA520013198 		42-0680408 501(C)(3) 16,000   FMV   EDUCATION
(29) COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776
WILLIAMSBURG,VA231871776 		54-0505888 501(C)(3) 500   FMV   ARTS, CULTURE & HUMANITIES
(30) COMBAT VETERANS MOTORCYCLE ASSOCIATION
85 19TH AVENUE N
CLINTON,IA52732 		82-2114042 501(C)(3) 14,000   FMV   ARTS, CULTURE & HUMANITIES
(31) COMMUNITY FOUNDATION OF GREATER DUBUQUE
700 LOCUST STREET 195
DUBUQUE,IA52001 		42-1526614 501(C)(3) 300   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(32) COMMUNITY FOUNDATION OF JO DAVIESS COUNTY
PO BOX 77
ELIZABETH,IL61028 		81-4961714 501(C)(3) 2,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(33) COMMUNITY LEADERSHIP ALLIANCE OF SW WISCONSIN INC
275 W BUSINESS 151
PLATTEVILLE,WI53818 		83-1427275 501(C)(3) 1,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(34) CRAAR SCHOLARSHIP FUND
2200 1ST AVE NE
CEDAR RAPIDS,IA52402 		42-0173220 501(C)(3) 500   FMV   EDUCATION
(35) CRESCENT COMMUNITY HEALTH CENTER
1789 ELM STREET
DUBUQUE,IA52001 		48-1302204 501(C)(3) 5,000   FMV   HEALTH & HUMAN SERVICES
(36) CRETIN-DERHAM HIGH SCHOOL
550 SOUTH ALBERT
ST PAUL,MN55049 		41-1570394 501(C)(3) 2,500   FMV   EDUCATION
(37) CSPINUTRITION ACTION HEALTHLETTER
PO BOX 62342
TAMPA,FL336633423 		23-7122879 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(38) CULVER STOCKTON COLLEGE
ONE COLLEGE HILL
CANTON,MO63435 		43-0610813 501(C)(3) 1,000   FMV   EDUCATION
(39) DILLON COMMUNITY CHURCH
371 E LABONTE
DILLON,CO80435 		84-6037598 501(C)(3) 32,500   FMV   RELIGIOUS
(40) DIOCESE OF MADISON
702 S HIGH POINT ROAD
MADISON,WI53719 		39-0852862 501(C)(3) 1,000   FMV   RELIGIOUS
(41) DIVINE WORD COLLEGE
PO BOX 380
EPWORTH,IA52045 		42-0788226 501(C)(3) 100   FMV   EDUCATION
(42) DOCTORS WITHOUT BORDERS USA
40 RECTOR STREET 16TH FLOOR
NEW YORK,NY100015004 		13-3433452 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(43) DREAMYARD PROJECT
1085 WASHINGTON AVENUE
BRONX,NY10456 		13-3759661 501(C)(3) 500   FMV   ARTS, CULTURE & HUMANITIES
(44) DUBUQUE ARBORETUM & BOTANICAL GARDENS
3800 ARBORETUM DRIVE
DUBUQUE,IA52001 		42-1160989 501(C)(3) 450   FMV   ARTS, CULTURE & HUMANITIES
(45) DUBUQUE ARTS COUNCIL
2728 ASBURY ROAD SUITE 220
DUBUQUE,IA52001 		42-1051941 501(C)(3) 900   FMV   ARTS, CULTURE & HUMANITIES
(46) DUBUQUE COMMUNITY Y
35 NORTH BOOTH STREET
DUBUQUE,IA52001 		42-0934471 501(C)(3) 100   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(47) DUBUQUE COUNTY HISTORICAL SOCIETY
350 E THIRD STREET
DUBUQUE,IA52001 		42-6072050 501(C)(3) 2,500   FMV   ARTS, CULTURE & HUMANITIES
(48) DUBUQUE COUNTY RIGHT TO LIFE
2205 CARTER ROAD
DUBUQUE,IA52001 		42-1270933 501(C)(3) 500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(49) DUBUQUE DREAM CENTER
1600 WHITE STREET
DUBUQUE,IA52001 		81-1062794 501(C)(3) 500   FMV   ARTS, CULTURE & HUMANITIES
(50) DUBUQUE FOOD PANTRY
PO BOX 1664
DUBUQUE,IA52004 		42-1310910 501(C)(3) 200   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(51) DUBUQUE MERCY HEALTH FOUNDATION
250 MERCY DRIVE
DUBUQUE,IA52001 		26-2227941 501(C)(3) 4,500   FMV   HEALTH & HUMAN SERVICES
(52) DUBUQUE MUSEUM OF ART
701 LOCUST STREET
DUBUQUE,IA52001 		42-1071185 501(C)(3) 950   FMV   ARTS, CULTURE & HUMANITIES
(53) DUBUQUE POLICEMAN'S PROTECTIVE ASSOCIATION
PO BOX 742
DUBUQUE,IA52004 		42-6094912 501(C)(3) 500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(54) DUBUQUE REGIONAL HUMANE SOCIETY
4242 CHAVANELLE ROAD
DUBUQUE,IA52002 		42-6039535 501(C)(3) 10,400   FMV   ENVIRONMENTAL / ANIMALS
(55) DUBUQUE RESCUE MISSION
PO BOX 147
DUBUQUE,IA520040147 		42-0844836 501(C)(3) 15,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(56) DUBUQUE SYMPHONY ORCHESTRA
2728 ASBURY ROAD SUITE 900
DUBUQUE,IA52001 		23-7429727 501(C)(3) 1,300   FMV   ARTS, CULTURE & HUMANITIES
(57) DUBUQUE VISITING NURSE ASSOCIATION
350 N GRANDVIEW AVE
DUBUQUE,IA520019800 		42-0680410 501(C)(3) 600   FMV   HEALTH & HUMAN SERVICES
(58) DUBUQUE YMCAYWCA
35 NORTH BOOTH STREET
DUBUQUE,IA52001 		42-0934471 501(C)(3) 400   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(59) DUCKS UNLIMITED
ONE WATERFOWL WAY
MEMPHIS,TN38120 		13-5643799 501(C)(3) 1,000   FMV   ENVIRONMENTAL / ANIMALS
(60) DYERSVILLE HEALTH FOUNDATION
1111 3RD STREET SW
DYERSVILLE,IA52040 		20-5383271 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(61) EARLHAM COLLEGE
801 NATIONAL ROAD WEST
RICHMOND,IN47374 		35-0868073 501(C)(3) 2,000   FMV   EDUCATION
(62) EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		94-1730465 501(C)(3) 3,000   FMV   ENVIRONMENTAL / ANIMALS
(63) EAST DUBUQUE HIGH SCHOOL
200 PARKLANE DRIVE
EAST DUBUQUE,IL61025 		36-1004724 501(C)(3) 100   FMV   EDUCATION
(64) ELIZABETH COMMUNITY FAIR AND 4-H SHOW
402 N WEST STREET
ELIZABETH,IL61028 		36-3328209 501(C)(3) 2,500   FMV   ARTS, CULTURE & HUMANITIES
(65) EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
MONTGOMERY,AL36104 		63-1135091 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(66) FAMILY ADVOCATES INC
250 N COURT STREET
PLATTEVILLE,WI53818 		39-1403784 501(C)(3) 3,200   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(67) FELLOWSHIP OF CHRISTIAN ATHLETES
3350 W WAGONTRAIL DRIVE
EDGEWOOD,CO80110 		44-0610626 501(C)(3) 2,500   FMV   RELIGIOUS
(68) FERRIS STATE UNIVERSITY
420 OAK STREET PRK 101
BIG RAPIDS,MI49307 		38-6005159 501(C)(3) 1,000   FMV   EDUCATION
(69) FINLEY HEALTH FOUNDATION
350 N GRANDVIEW AVE
DUBUQUE,IA52001 		42-1286953 501(C)(3) 33,517   FMV   HEALTH & HUMAN SERVICES
(70) FIRST CHRISTIAN CHURCH
3476 MAIN STREET
KEOKUK,IA52632 		42-1145804 501(C)(3) 30,000   FMV   RELIGIOUS
(71) FIRST CONGREGATIONAL CHURCH
255 W 10TH STREET
DUBUQUE,IA52001 		42-0842209 501(C)(3) 2,500   FMV   RELIGIOUS
(72) FOCAS - FRIENDS OF THE KEOKUK ANIMAL SHELTER
PO BOX 1181
KEOKUK,IA52632 		82-0545068 501(C)(3) 200   FMV   ENVIRONMENTAL / ANIMALS
(73) FOUNDATION FIGHTING BLINDNESS
PO BOX 17279
BALTIMORE,MD212970495 		23-7135845 501(C)(3) 3,000   FMV   HEALTH & HUMAN SERVICES
(74) FOUR MOUNDS FOUNDATION
4900 PERU ROAD
DUBUQUE,IA52001 		42-1265303 501(C)(3) 2,000   FMV   HEALTH & HUMAN SERVICES
(75) FRIENDS OF HOMACHO
2112 EMBASSY WEST DRIVE
DUBUQUE,IA52001 		45-0657351 501(C)(3) 300   FMV   HEALTH & HUMAN SERVICES
(76) FRIENDS OF MINES OF SPAIN
8991 BELLEVUE HEIGHTS
DUBUQUE,IA520039214 		42-1423836 501(C)(3) 2,000   FMV   ENVIRONMENTAL / ANIMALS
(77) FRIENDS OF ST MARY'S STEEPLE SQUARE
900 JACKSON STEET SUITE LL2
DUBUQUE,IA520015006 		46-4898142 501(C)(3) 33,745   FMV   ARTS, CULTURE & HUMANITIES
(78) GALENA ARTS & RECREATION CENTER
413 S BENCH STREET
GALENA,IL61036 		32-2616288 501(C)(3) 5,000   FMV   ARTS, CULTURE & HUMANITIES
(79) GALENA CENTER FOR THE ARTS
219 SUMMIT STREET
GALENA,IL61036 		46-3188962 501(C)(3) 3,135   FMV   ARTS, CULTURE & HUMANITIES
(80) GEORGE MASON UNIVERSITY - AWP ANNUAL FUND
4400 UNIVERSITY DRIVE MS 1E3
FAIRFAX,VA220309737 		54-1603842 501(C)(3) 250   FMV   EDUCATION
(81) GREAT RIVER PLAYERS INC
PO BOX 112
KEOKUK,IA52632 		42-1208690 501(C)(3) 100   FMV   ARTS, CULTURE & HUMANITIES
(82) GUNN MEMORIAL LIBRARY
PO BOX 1273
WASHINGTON,CT06793 		06-0691373 501(C)(3) 2,000   FMV   ARTS, CULTURE & HUMANITIES
(83) HAMPTON ROADS EDUCATIONAL TELEVISION ASSOCIATION INC
5200 HAMPTON BOULEVARD
NORFOLK,VA23508 		54-6024033 501(C)(3) 1,500   FMV   ARTS, CULTURE & HUMANITIES
(84) HELPING HANDS MEDICAL MISSIONS
PO BOX 171088
IRVING,TX75017 		75-2735085 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(85) HIGHLAND COMMUNITY COLLEGE FOUNDATION
2998 WEST PEARL CITY ROAD
FREEPORT,IL61032 		36-2592395 501(C)(3) 1,300   FMV   EDUCATION
(86) HILLCREST FAMILY SERVICES
2005 ASBURY ROAD
DUBUQUE,IA52001 		42-0680411 501(C)(3) 6,000   FMV   HEALTH & HUMAN SERVICES
(87) HILLS & DALES CHILD DEVELOPMENT CENTER
1011 DAVIS STREET
DUBUQUE,IA52001 		42-1388270 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(88) HILLS & DALES FOUNDATION
1011 DAVIS AVENUE
DUBUQUE,IA52001 		42-1462844 501(C)(3) 500   FMV   HEALTH & HUMAN SERVICES
(89) HOERNER YMCA
2126 PLANK ROAD
KEOKUK,IA52632 		42-0680393 501(C)(3) 7,300   FMV   HEALTH & HUMAN SERVICES
(90) HOLY FAMILY CATHOLIC SCHOOLS
2005 KANE STREET
DUBUQUE,IA52001 		42-0792429 501(C)(3) 88,500   FMV   EDUCATION
(91) HOLY SPIRIT PARISH
2215 WINDSOR AVENUE
DUBUQUE,IA52001 		42-0738963 501(C)(3) 4,650   FMV   RELIGIOUS
(92) HOSPICE OF DUBUQUE
1670 JOHN F KENNEDY ROAD
DUBUQUE,IA52001 		42-1205973 501(C)(3) 200   FMV   HEALTH & HUMAN SERVICES
(93) IOWA ENVIRONMENTAL COUNCIL
521 E LOCUST ST SUITE 220
DES MOINES,IA503091939 		42-1436090 501(C)(3) 2,000   FMV   ENVIRONMENTAL / ANIMALS
(94) IOWA LEGAL AID FOUNDATION - CAMPAIGN FOR EQUAL JUSTICE
1111 9TH ST SUITE 230
DES MOINES,IA503014252 		72-1597019 501(C)(3) 400   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(95) IOWA NATURAL HERITAGE FOUNDATION
505 5TH AVE SUITE 444
DES MOINES,IA503099894 		42-1127544 501(C)(3) 8,000   FMV   ENVIRONMENTAL / ANIMALS
(96) IOWA PUBLIC RADIO
2111 GRAND AVENUE SUITE 100
DES MOINES,IA501312539 		20-4227123 501(C)(3) 2,000   FMV   ARTS, CULTURE & HUMANITIES
(97) IOWA PUBLIC TELEVISION
PO BOX 6400
JOHNSTON,IA501516400 		42-1169207 501(C)(3) 1,150   FMV   ARTS, CULTURE & HUMANITIES
(98) JDRF INTERNATLONAL
434 S YELLOWSTONE DRIVE 201
MADISON,WI53719 		23-1907729 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(99) JEWISH FEDERATION OF MADISON INC
6434 ENTERPRISE LANE
MADISON,WI53719 		51-0171235 501(C)(3) 1,275   FMV   RELIGIOUS
(100) JO DAVIESS CONSERVATION FOUNDATION
126 N MAIN STREET
ELIZABETH,IL61028 		36-3913497 501(C)(3) 8,042   FMV   ENVIRONMENTAL / ANIMALS
(101) JUBILATE SACRED SINGERS
3347 W 114TH CIRCLE UNIT C
WESTMINSTER,CO80031 		52-2378078 501(C)(3) 12,000   FMV   ARTS, CULTURE & HUMANITIES
(102) JUNIOR ACHIEVEMENT OF THE HEARTLAND
800 12TH AVENUE
MOLINE,IL61265 		36-2684253 501(C)(3) 1,375   FMV   EDUCATION
(103) JUNIOR AUXILIARTY OF THE DUBUQUE VISITING NURSES ASSOCIATION
190 MAIN STREET APT 3
DUBUQUE,IA52001 		42-6062973 501(C)(3) 500   FMV   HEALTH & HUMAN SERVICES
(104) JUSTIN TURNER FOUNDATION
13273 FIJI WAY SUITE 1
MARINA DEL RAY,CA90292 		81-3996228 501(C)(3) 1,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(105) KEOKUK ANIMAL SERVICE PARTNERS IN RESCUE (KASPIR)
249 CARBIDE LANE
KEOKUK,IA52632 		83-1214112 501(C)(3) 1,500   FMV   ENVIRONMENTAL / ANIMALS
(106) KEOKUK AREA COMMUNITY FOUNDATION
701 BLONDEAU STREET
KEOKUK,IA52632 		20-1838372 501(C)(3) 12,300   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(107) KEOKUK AREA HOSPITAL AUXILIARY
820 NO 9TH STREET
KEOKUK,IA52632 		42-6059560 501(C)(3) 150   FMV   HEALTH & HUMAN SERVICES
(108) KEOKUK COMMUNITY SCHOOL FOUNDATION
PO BOX 431
KEOKUK,IA52632 		42-1358630 501(C)(3) 200   FMV   EDUCATION
(109) KEOKUK PUBLIC LIBRARY FOUNDATION
210 N 5TH STREET
KEOKUK,IA52632 		42-1281376 501(C)(3) 10,000   FMV   ARTS, CULTURE & HUMANITIES
(110) KEOKUK UNION DEPOT
PO BOX 463
KEOKUK,IA52632 		45-5333769 501(C)(3) 5,000   FMV   ARTS, CULTURE & HUMANITIES
(111) LAGRANGE COMMUNITY YOUTH CENTER
405 W JEFFERSON
LAGRANGE,MO63448 		43-1804374 501(C)(3) 1,300   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(112) LEGION-AIRES DRUM & BUGLE CORPS
2300 TWIN VALLEY DRIVE
DUBUQUE,IA520039214 		42-1057444 501(C)(3) 6,500   FMV   ARTS, CULTURE & HUMANITIES
(113) LINWOOD CEMETERY
2736 WINDSOR AVENUE
DUBUQUE,IA52001 		42-0381870 501(C)(3) 250   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(114) LITTLE SISTERS OF THE POOR
2100 SOUTH WESTERN AVENUE
SAN PEDRO,CA907324389 		95-1972847 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(115) LORAS COLLEGE
1450 ALTA VISTA STREET
DUBUQUE,IA520049832 		42-0680412 501(C)(3) 52,250   FMV   EDUCATION
(116) LOST LIGHT PROJECT
16 COURT STREET 2307
BROOKLYN,NY11241 		56-2451141 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(117) MANASSEH HOUSE
2080 ELM STREET 103
DUBUQUE,IA52001 		20-4600693 501(C)(3) 3,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(118) MARQUETTE UNIVERSITY
PO BOX 1881
MILWAUKEE,WI53201 		39-0806251 501(C)(3) 10,000   FMV   EDUCATION
(119) MARYKNOLL FATHERS AND BROTHERS
PO BOX 302
MARYKNOLL,NY105450302 		13-1740144 501(C)(3) 12,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(120) MARY'S INN
PO BOX 3338
DUBUQUE,IA520043338 		36-4768362 501(C)(3) 5,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(121) MINNESOTA LAND TRUST
2356 UNIVERSITY AVENUE WEST SUITE
240
ST PAUL,MN551141851 		41-1713652 501(C)(3) 100   FMV   ENVIRONMENTAL / ANIMALS
(122) MISSOURI PRAIRIE FOUNDATION
PO BOX 856
MEXICO,MO652650856 		23-7120753 501(C)(3) 600   FMV   ENVIRONMENTAL / ANIMALS
(123) MONTFORT PUBLIC LIBRARY
PO BOX 856
MONTFORT,WI53569 		69-0360098 GOVT 200   FMV   ARTS, CULTURE & HUMANITIES
(124) MOUNT PLEASANT HOME
1695 MT PLEASANT STREET
DUBUQUE,IA52001 		42-0698197 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(125) MSTC - NJ
112 WEST 2ND STREET
HOWELL,NJ07731 		51-0253278 501(C)(3) 20,000   FMV   RELIGIOUS
(126) MULTICULTURAL FAMILY CENTER
1157 CENTRAL AVE
DUBUQUE,IA52001 		27-0751743 501(C)(3) 800   FMV   ARTS, CULTURE & HUMANITIES
(127) NATIONAL MISSISSIPPI RIVER MUSEUM & AQUARIUM
350 E 3RD ST
DUBUQUE,IA52001 		42-6072050 501(C)(3) 26,375   FMV   ARTS, CULTURE & HUMANITIES
(128) NATIONAL TAY SACHS & ALLIED DISEASES ASSOC NEW YORK AREA INC
1202 LEXINGTON AVENUE 288
NEW YORK,NY10028 		13-3862642 501(C)(3) 500   FMV   HEALTH & HUMAN SERVICES
(129) NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS
15 RUTHERFORD PLACE
NEW YORK,NY10003 		51-0144865 501(C)(3) 25,000   FMV   RELIGIOUS
(130) NORTHEAST IOWA COMMUNITY COLLEGE ENDOWMENT FUND
8342 NICC DRIVE
PEOSTA,IA520689702 		42-1178729 501(C)(3) 2,200   FMV   EDUCATION
(131) OPENING DOORS
2100 ASBURY ROAD SUITE 8
DUBUQUE,IA520013091 		42-1490364 501(C)(3) 8,600   FMV   HEALTH & HUMAN SERVICES
(132) OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY
PO BOX 673
BLOOMFIELD,CT06002 		41-2047734 501(C)(3) 300   FMV   ENVIRONMENTAL / ANIMALS
(133) OUR LADY OF THE MISSISSIPPI ABBEY
8400 ABBEY HILL
DUBUQUE,IA520039214 		42-0878319 501(C)(3) 2,250   FMV   RELIGIOUS
(134) PERIMETER BICYCLING
2609 E BROADWAY BLVD
TUSCAN,AZ85716 		86-0830696 501(C)(3) 350   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(135) PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166
WASHINGTON,DC200777543 		20-4365831 501(C)(3) 250   FMV   HEALTH & HUMAN SERVICES
(136) PLANNED PARENTHOOD OF THE HEARTLAND
3425 1ST AVE SE SUITE 100
CEDAR RAPIDS,IA52402 		42-0727488 501(C)(3) 4,000   FMV   HEALTH & HUMAN SERVICES
(137) POWER OF PRAYER INC
1860 AMBROSE STREET
DUBUQUE,IA52001 		51-0136875 501(C)(3) 100   FMV   RELIGIOUS
(138) PRESENTATION LANTERN CENTER
1501 JACKSON STREET SUITE L15-1
DUBUQUE,IA52001 		13-4224124 501(C)(3) 500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(139) PROGRESS THROUGH BUSINESS
PO BOX 681885
FRANKLIN,TN37068 		20-5282816 501(C)(3) 25,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(140) PROJECT VOTE SMART
1153 24TH STREET
DES MOINES,IA50311 		85-0364261 501(C)(3) 400   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(141) PURPLE MARTIN CONSERVATION ASSOCIATION
301 PENINSULA DRIVE SUITE 6
ERIE,PA16505 		25-1555430 501(C)(3) 200   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(142) RESURRECTION CHURCH
4300 ASBURY ROAD
DUBUQUE,IA52002 		42-0861036 501(C)(3) 5,500   FMV   RELIGIOUS
(143) RICHMOND BALLET INC
407 E CANAL STREET
RICHMOND,VA23219 		54-6049848 501(C)(3) 1,500   FMV   ARTS, CULTURE & HUMANITIES
(144) RICHMOND SYMPHONY
612 EAST GRACE STREET 401
RICHMOND,VA23219 		54-6024033 501(C)(3) 1,500   FMV   ARTS, CULTURE & HUMANITIES
(145) RIVERVIEW CENTER INC
2600 DODGE STREET
DUBUQUE,IA520039214 		36-3920008 501(C)(3) 250   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(146) RUMSEY HALL SCHOOL
201 ROMFORD ROAD
WASHINGTON,CT06793 		06-0692379 501(C)(3) 1,500   FMV   EDUCATION
(147) SAFE HAVEN
1471 US HWY 20
ELIZABETH,IL61028 		36-4242148 501(C)(3) 400   FMV   HEALTH & HUMAN SERVICES
(148) SALVATION ARMY
PO BOX 416
DUBUQUE,IA520040416 		36-2167910 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(149) SAMARITAN'S PURSE
PO BOX 3000
BOONE,NC28607 		58-1437002 501(C)(3) 100   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(150) SCHAPVILLE ZION PRESBYTERIAN CHURCH
635 E SCHAPVILLE ROAD
ELIZABETH,IL61028 		36-2840318 501(C)(3) 1,440   FMV   RELIGIOUS
(151) SCSU FOUNDATION
LEWIS HOUSE 720 4TH AVENUE S
ST CLOUD,MN56301 		41-6019040 501(C)(3) 3,000   FMV   EDUCATION
(152) SHALOM SPIRITUALITY CENTER
1001 DAVIS STREET
DUBUQUE,IA52001 		42-0757421 501(C)(3) 1,000   FMV   RELIGIOUS
(153) SINSINAWA DOMINICANS
585 COUNTY ROAD Z
SINSINAWA,WI538249701 		39-0816854 501(C)(3) 150   FMV   RELIGIOUS
(154) SMILE TRAIN INC
633 3RD AVENUE 9TH FLOOR
NEW YORK,NY10017 		13-3661416 501(C)(3) 3,000   FMV   INTERNATIONAL / FOREIGN AFFAIRS
(155) SOLIDARITY BRIDGE INC
1703 DARROW AVENUE 1
EVANSTON,IL60201 		36-4481213 501(C)(3) 5,000   FMV   HEALTH & HUMAN SERVICES
(156) SOUTHERN POVERTY LAW CENTER
PO BOX 548
MONTGOMERY,AL361779621 		63-0598743 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(157) SOUTHWEST WISCONSIN TECHNICAL COLLEGE FOUNDATION INC
1800 BRONSON BLVD
FENNIMORE,WI53809 		39-1828080 501(C)(3) 1,000   FMV   EDUCATION
(158) ST ANTHONY'S CHURCH
1870 ST AMBROSE STREET
DUBUQUE,IA52001 		42-0680265 501(C)(3) 9,000   FMV   RELIGIOUS
(159) ST CATHERINE OF SIENA CATHOLIC CHURCH
845 W MAIN STREET
WEST DUNDEE,IL60118 		36-2205986 501(C)(3) 7,610   FMV   RELIGIOUS
(160) ST CECILIA CATHOLIC CHURCH
603 OAK STREET
WISCONSIN DELLS,WI53965 		39-0852954 501(C)(3) 104,890   FMV   RELIGIOUS
(161) ST CLARE HEALTH CARE FOUNDATION
707 FOURTEENTH STREET
BARABOO,WI53913 		43-1940683 501(C)(3) 5,000   FMV   RELIGIOUS
(162) ST COLUMBKILLE'S CHURCH
1240 RUSH STREET
DUBUQUE,IA52001 		42-0680317 501(C)(3) 13,000   FMV   RELIGIOUS
(163) ST JOHN'S EVANGELIST CHURCH
600 GREEN TREE ROAD
KOHLER,WI53044 		39-6066172 501(C)(3) 1,000   FMV   RELIGIOUS
(164) ST JOHN'S UNIVERSITY
8000 UTOPIA PARKWAY
QUEENS,NY11439 		11-1630830 501(C)(3) 150,000   FMV   EDUCATION
(165) ST JOSEPH PARISH
300 SECOND STREET
BARABOO,WI53913 		39-0810558 501(C)(3) 2,000   FMV   RELIGIOUS
(166) ST JOSEPH THE WORKER CHURCH
60 SOUTH ALGONA STREET
DUBUQUE,IA52001 		42-0698063 501(C)(3) 11,850   FMV   RELIGIOUS
(167) ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
501 ST JUDES PLACE
MEMPHIS,TN38105 		62-0646012 501(C)(3) 5,000   FMV   HEALTH & HUMAN SERVICES
(168) ST MARK'S COMMUNITY CENTER
1201 LOCUST STREET
DUBUQUE,IA52001 		42-1338364 501(C)(3) 1,200   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(169) ST MARY'S UNIVERSITY
700 TERRACE HEIGHTS 21
WINONA,MN55987 		41-0695527 501(C)(3) 30,000   FMV   EDUCATION
(170) ST MICHAEL THE ARCHANGEL
107 S 7TH STREET
MOUNT HOREB,WI53572 		39-0842120 501(C)(3) 2,500   FMV   RELIGIOUS
(171) ST OLAF CATHOLIC CHURCH
215 SOUTH 8TH STREET
MINNEAPOLIS,MN55402 		41-0754589 501(C)(3) 5,000   FMV   RELIGIOUS
(172) ST PAUL UNITED CHURCH OF CHRIST
2030 PLANK ROAD
KEOKUK,IA52632 		42-0843376 501(C)(3) 100   FMV   RELIGIOUS
(173) ST RAPHAEL CATHEDRAL
231 BLUFF STREET
DUBUQUE,IA52001 		42-0703275 501(C)(3) 16,000   FMV   RELIGIOUS
(174) ST STEPHEN'S FOOD BANK
PO BOX 3107
DUBUQUE,IA52001 		42-1222356 501(C)(3) 2,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(175) STEEPLE SQUARE
PO BOX 3188
DUBUQUE,IA52004 		46-4898142 501(C)(3) 7,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(176) STONEHILL BENEVOLENT FOUNDATION
3485 WINDSOR AVE
DUBUQUE,IA52001 		42-1337556 501(C)(3) 500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(177) STONEHILL FRANCISCAN SERVICES
3485 WINDSOR AVENUE
DUBUQUE,IA52001 		51-0141775 501(C)(3) 1,000   FMV   HEALTH & HUMAN SERVICES
(178) SUICIDE PREVENTION COALITION OF IOWA COUNTY
6851 DUGWAY ROAD
RIDGEWAY,WI53582 		39-1053511 501(C)(3) 1,500   FMV   HEALTH & HUMAN SERVICES
(179) THE CARNEGIE STOUT PUBLIC LIBRARY FOUNDATION
PO BOX 27
DUBUQUE,IA52001 		42-1452704 501(C)(3) 600   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(180) THE COLONIAL WILLIAMBURG FUND
POST OFFICE BOX 1776
WILLIAMSBURG,VA231879910 		54-0505888 501(C)(3) 1,500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(181) THE COMMUNITY FOUNDATION OF THE QUINCY AREA
4531 MAIN STREET SUITE A
QUINCY,IL62305 		37-1366611 501(C)(3) 100   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(182) THE CRANE INSTITUTE OF SUSTAINABILITY
18R COUNTY ROAD
ESSEX,MA01929 		47-5094692 501(C)(3) 500   FMV   ENVIRONMENTAL / ANIMALS
(183) THE FISTULA FOUNDATION
1922 THE ALAMEDA SUITE 302
SAN JOSE,CA95126 		77-0547201 501(C)(3) 400   FMV   INTERNATIONAL / FOREIGN AFFAIRS
(184) THE FRIENDS OF THE BRIDGE
PO BOX 1641
MONTPELIER,VT05601 		82-3500809 501(C)(3) 500   FMV   ARTS, CULTURE & HUMANITIES
(185) THE GALENA FOUNDATION
9308 SATURN LANE
GALENA,IL61036 		36-3196642 501(C)(3) 5,000   FMV   ARTS, CULTURE & HUMANITIES
(186) THE HARMONY PROGRAM
1700 BROADWAY 39TH FLOOR
NEW YORK,NY10019 		05-0606695 501(C)(3) 500   FMV   ARTS, CULTURE & HUMANITIES
(187) THE HISTORY CENTER
800 2ND AVENUE SE
CEDAR RAPIDS,IA52403 		23-7311415 501(C)(3) 1,000   FMV   ARTS, CULTURE & HUMANITIES
(188) THE LAND INSTITUTE
2440 E WATER WELL RD
SALINA,KS674019941 		48-0842156 501(C)(3) 1,000   FMV   ENVIRONMENTAL / ANIMALS
(189) THE NATURE CONSERVANCY
PO BOX 1556
MERRIFIELD,VA221161556 		53-0242652 501(C)(3) 4,000   FMV   ENVIRONMENTAL / ANIMALS
(190) THE OEIS FOUNDATION INC
2340 SANDERS STATION ROAD
MONROEVILLE,PA15146 		30-0562250 501(C)(3) 500   FMV   SOCIAL SERVIES / SOCIAL BENEFITS
(191) THE OXFORD SOCIETY
3840 INDIAN CREEK ROAD
OXFORD,OH45056 		31-1813008 501(C)(3) 400   FMV   ENVIRONMENTAL / ANIMALS
(192) THE PRAIRIE ENTHUSIASTS
PO BOX 824
VIROQUA,WI556640824 		39-1601574 501(C)(3) 400   FMV   ENVIRONMENTAL / ANIMALS
(193) THE SIERRA CLUB JOHN MUIR SOCIETY
2101 WEBSTER ST SUITE 1300
OAKLAND,CA94612 		94-6069890 501(C)(3) 4,000   FMV   ENVIRONMENTAL / ANIMALS
(194) THE UNIVERSITY OF IOWA
PO BOX 4550
IOWA CITY,IA522444550 		42-0796760 501(C)(3) 4,400   FMV   EDUCATION
(195) TRIJANG BUDDHIST INSTITUTE
210 MORNING STAR LANE
NORTHFIELD,VT05663 		46-2532218 501(C)(3) 40,000   FMV   RELIGIOUS
(196) UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE
CAMBRIDGE,MA02138 		04-2535767 501(C)(3) 1,000   FMV   ENVIRONMENTAL / ANIMALS
(197) UNITED WAY
215 W 6TH STREET
DUBUQUE,IA52001 		42-0761060 501(C)(3) 600   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(198) VIRGINIA OPERA ASSOCIATION INC
PO BOX 2580
NORFOLK,VA23501 		54-0985006 501(C)(3) 1,500   FMV   ARTS, CULTURE & HUMANITIES
(199) WARSAW RURAL FIRE PROTECTION DISTRICT
220 SOUTH 5TH STREET
WARSAW,IL62379 		37-1092065   3,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(200) WARSAW VFW #9802
1025 N COUNTY ROAD 760 EAST
WARSAW,IL62379 		37-6053238   2,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(201) WASHINGTON MONTESSORI SCHOOL
240 LITCHFIELD TURNPIKE
NEW PRESTON,CT06777 		23-7100723 501(C)(3) 1,500   FMV   EDUCATION
(202) WESTMINSTER PRESBYTERIAN CHURCH
2155 UNIVERSITY AVENUE
DUBUQUE,IA52001 		42-0680324 501(C)(3) 250   FMV   RELIGIOUS
(203) WISCONSIN BADGER CAMP
PO BOX 723
PLATTEVILLE,WI53818 		39-1097398 501(C)(3) 500   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(204) WISCONSIN DELLS AREA UNITED FUND
PO BOX 486
WISCONSIN DELLS,WI53965 		39-0852954 501(C)(3) 1,000   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
(205) WISCONSIN PUBLIC RADIO
PO BOX 697
RACINE,WI534010697 		23-7363536 501(C)(3) 200   FMV   ARTS, CULTURE & HUMANITIES
(206) WOUNDED WARRIOR PROJECT
DONOR CARE CENTER PO BOX 758541
TOPEKA,KS666758541 		20-2370934 501(C)(3) 100   FMV   SOCIAL SERVIES / SOCIAL BENEFITS
(207) YWCA DOMESTIC VIOLENCE PROGRAM
35 NORTH BOOTH ST
DUBUQUE,IA52001 		42-0934471 501(C)(3) 400   FMV   SOCIAL SERVICES / SOCIAL BENEFITS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
204
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE HEARTLAND CHARITABLE TRUST IS AN EXEMPT ORGANIZATION OPERATING AS A DONOR ADVISED FUND. WHEN A DONOR MAKES A REQUEST FOR FUNDS TO BE PAID THE TRUST REVIEWS THE NON-PROFIT STATUS OF THE CHARITY TO RECEIVE THE FUNDS AND VERIFIES THE GRANT IS APPROPRIATE.
Schedule I (Form 990) 2018



Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
Yes
 
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1LYNN B FULLER
TRUSTEE 		(i)

(ii)		 0
-------------
503,779 		0
-------------
544,753 		0
-------------
462,811 		0
-------------
19,250 		0
-------------
19,673 		0
-------------
1,550,266 		0
-------------
0
2BRUCE C REHMKE
TRUSTEE 		(i)

(ii)		 0
-------------
100,110 		0
-------------
91,269 		0
-------------
185,038 		0
-------------
11,180 		0
-------------
10,931 		0
-------------
398,528 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4C LYNN FULLER - RECEIVED SHARES OF STOCK FROM HEARTLAND FINANCIAL USA, INC. VALUED AT $191,975 INCLUDED ON SCH. J, PART II (B)(II) AND $448,515 INCLUDED ON SCH. J, PART II (B)(III). BRUCE REHMKE - RECEIVED SHARES OF STOCK FROM HEARTLAND FINANCIAL USA, INC. VALUED AT $36,475 INCLUDED ON SCH. J, PART II (B)(II) AND $175,701 INCLUDED ON SCH. J, PART II (B)(III).
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DUBUQUE BANK & TRUST
  		ALL TRUSTEES OF THE EXEMPT ORGANIZATION ARE EMPLOYEES OF DUBUQUE BANK & TR 102,600 PAYMENT FOR SERVICES AT ESTABLISHED TRUST RATES CHARGED TO UNRELATED PARTIES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 54 1,206,734 STOCK MARKET QUOTES
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS
Schedule M (Form 990) (2018)

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SCHEDULE N
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
bullet Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet Attach to Form 990 or 990-EZ.
bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number
42-6549922
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36. Part I can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid 		(b) Date of
distribution 		(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses 		(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses 		(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .........................
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2018)

Schedule N (Form 990 or 990-EZ) (2018)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III .............
3
 
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? ......
4a
 
 
b
If "Yes," did the organization provide such notice? .....................
4b
 
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? .....................
5
 
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? .....................
6a
 
 
b
If "Yes" on line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws?
6b
 
 
c
If "Yes" on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" on line 6b, explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid 		(b) Date of
distribution 		(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses 		(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses 		(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
INVESTMENTS - PUBLICLY TRADED SECURITIES 10-29-2018 9,718,485 FAIR MARKET VALUE 42-1526614 COMMUNITY FOUNDATION OF GREATER DUBUQUE
 
700 LOCUST STREET SUITE 195
DUBUQUE,IA52001 		501(C)(3)
Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? .........................
2a
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
2b
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .....................
2c
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........
2d
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2018)

Schedule N (Form 990 or 990-EZ) (2018)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule N (Form 990 or 990-EZ) (2018)



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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 FORM 990 PART VI LINE 2: ALL TRUSTEES THAT ARE INDIVIDUALS OF THE EXEMPT ORGANIZATION ARE/WERE EMPLOYEES OF DUBUQUE BANK & TRUST.
FORM 990, PART VI, SECTION A, LINE 3 ORGANIZATION CONTRACTS WITH DUBUQUE BANK & TRUST FOR MANAGEMENT OF FUND RAISING, ACCOUNTING AND RELATED SERVICES. THE FEES CHARGED FOR THESE SERVICES ARE BASED ON STANDARD FEES CHARGED TO UNRELATED CUSTOMERS.
FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES OF THE ORGANIZATION COMPRISE THE GOVERNING BODY AND ALL WERE PROVIDED A COPY OF FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C TRUST DEPARTMENT POLICIES REQUIRE THE MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICIES OF THIS ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION FULLY COMPLIES WITH ALL REQUEST FOR PUBLIC DISCLOSURE OF FINANCIAL STATEMENTS AND POLICIES. IT DOES SO BY THE MAINTENANCE OF PUBLIC DISCLOSURE COPIES AT THE ORGANIZATION'S OFFICE.
PART VII SECTION A COL (B) THE INDIVIDUAL TRUSTEES OF THE EXEMPT ORGANIZATION ARE FULL-TIME EMPLOYEES AND OFFICERS OF THE RELATED ORGANIZATION.
FORM 990, PART XI, LINE 9: TRANSFER OF DONOR ASSETS TO OTHER ACCOUNT (DAF) AS REQUIRED BY DONOR -9,718,485.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HEARTLAND CHARITABLE TRUST
 
Employer identification number

42-6549922
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) DUBUQUE BANK & TRUST

1398 CENTAL AVENUE
DUBUQUE,IA52001
42-0223620 		BANKING IA N/A
 C         No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

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