Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 09-01-2021 , and ending 08-31-2022
Name of foundation
JOSEPHINE WITTE TR FBO IOWA LAW
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

42-6278047
B Telephone number (see instructions)

(319) 753-8761
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,332,715J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 83,638 83,428  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 145,066
b Gross sales price for all assets on line 6a 616,915
7 Capital gain net income (from Part IV, line 2)... 145,066
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 17 17  
12 Total. Add lines 1 through 11........ 228,721 228,511  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,422 15,680   1,742
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,303 821   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,225 16,501 0 3,242
25 Contributions, gifts, grants paid....... 116,273 116,273
26 Total expenses and disbursements. Add lines 24 and 25 138,498 16,501 0 119,515
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 90,223
b Net investment income (if negative, enter -0-) 212,010
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 15,276 21,155 21,155
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,210,901 Click to see attachment446,642 532,606
c Investments—corporate bonds (attach schedule)....... 387,897 Click to see attachment163,981 163,117
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 401,940 Click to see attachment1,474,432 1,615,837
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,016,014 2,106,210 2,332,715
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,016,014 2,106,210
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,016,014 2,106,210
30 Total liabilities and net assets/fund balances (see instructions). 2,016,014 2,106,210
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,016,014
2
Enter amount from Part I, line 27a .....................
2
90,223
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,106,237
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
27
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,106,210
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 150. CISCO SYS INC   2019-10-29 2021-09-01
b 150. COMCAST CORP NEW CL A   2020-02-10 2021-09-01
c 25. INTERNATIONAL BUSINESS MACHS CORP   2019-08-02 2021-09-01
d 100. ISHARES IBONDS DEC 2021 TERM CP ETF   2020-05-21 2021-09-01
e 82.508 PGIM SHT DUR HIGH YLD INC CL R6   2020-02-10 2021-09-01
100. VERIZON COMMUNICATIONS   2021-02-16 2021-09-01
1400. ISHARES IBONDS DEC 2021 TERM CP ETF   2020-05-21 2021-12-01
584.851 NUVEEN SMALL CAP VALUE FUND CL I   2019-05-22 2021-12-01
100. ISHARES CORE MSCI EAFE ETF   2016-07-08 2021-12-10
2000. ISHARES IBONDS DEC 2021 TERM CP ETF   2020-05-21 2021-12-20
35. ABBVIE INC   2021-02-16 2022-01-26
150. CENTENE CORP COM     2022-01-26
8. KYNDRYL HLDGS INC COMMON STOCK   2021-02-16 2022-01-26
37. KYNDRYL HLDGS INC COMMON STOCK     2022-01-26
25. MARATHON PETROLEUM CORP   2020-02-10 2022-01-26
20. BIOGEN, INC   2020-11-25 2022-03-02
562.5 CALVERT SHORT DURATION INCOME I     2022-03-02
100. COMCAST CORP NEW CL A   2022-01-26 2022-03-02
100. COMCAST CORP NEW CL A   2020-02-10 2022-03-02
130. ISHARES CORE MSCI EMERGING MKTS ETF   2015-08-26 2022-03-02
50. PRUDENTIAL FINL INC     2022-03-02
967.008 PGIM SHT DUR HIGH YLD INC CL R6   2020-02-10 2022-03-02
25. ABBVIE INC     2022-03-29
915.751 AMERICAN CENTURY SMALL CAP VALUE FD     2022-03-29
809.717 ANGEL OAK MULTI STRATEGY INCOME   2021-05-11 2022-03-29
30. BIOGEN, INC   2020-11-25 2022-03-29
1902.346 CALVERT SHORT DURATION INCOME I     2022-03-29
100. CENTENE CORP COM     2022-03-29
355.483 VANGUARD STRATEGIC EQUITY   2021-12-17 2022-03-29
34.127 VANGUARD STRATEGIC EQUITY     2022-03-29
484.966 VANGUARD TOTAL STOCK MKT INDEX FD   2016-10-27 2022-03-29
.917 WARNER BROS DISCOVERY INC SERIES A   2020-05-21 2022-04-26
75. BRISTOL MYERS SQUIBB CO   2021-02-16 2022-06-03
5. BROADCOM INC   2019-08-02 2022-06-03
64.309 CALVERT SHORT DURATION INCOME I   2019-08-05 2022-06-03
75. ISHARES CORE MSCI EAFE ETF   2016-07-08 2022-06-03
750. ISHARES CORE MSCI EMERGING MKTS ETF   2015-08-26 2022-06-03
50. MERCK AND CO INC   2021-04-29 2022-06-03
190.476 LOOMIS SAYLES STRATEGIC ALPHA N   2021-06-29 2022-06-03
2408.277 LOOMIS SAYLES STRATEGIC ALPHA N     2022-06-03
1179.245 PGIM SHT DUR HIGH YLD INC CL R6   2020-02-10 2022-06-03
100. VALERO ENERGY CORP   2020-03-02 2022-06-03
349.267 VANGUARD TOTAL STOCK MKT INDEX FD   2016-10-27 2022-06-03
241. WARNER BROS DISCOVERY INC SERIES A     2022-06-03
25. ABBVIE INC   2019-08-02 2022-07-27
10. BROADCOM INC   2019-08-02 2022-07-27
1321.353 DOUBLELINE TOTAL RET BD I   2019-08-05 2022-07-27
400. ISHARES CORE MSCI EMERGING MKTS ETF   2015-08-26 2022-07-27
749.465 LOOMIS SAYLES STRATEGIC ALPHA N   2020-11-25 2022-07-27
398.774 VANGUARD TOTAL STOCK MKT INDEX FD   2016-10-27 2022-07-27
45.432 VANGUARD TOTAL STOCK MKT INDEX FD   2016-10-27 2022-07-28
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,862   7,102 1,760
b 9,166   6,672 2,494
c 3,490   3,686 -196
d 2,471   2,514 -43
e 750   743 7
5,491   5,411 80
34,549   35,196 -647
16,493   13,247 3,246
7,483   5,128 2,355
49,460   50,280 -820
4,684   3,649 1,035
11,313   8,972 2,341
128   228 -100
594   1,165 -571
1,790   1,368 422
4,176   4,822 -646
9,000   9,177 -177
4,668   4,848 -180
4,668   4,448 220
7,371   5,175 2,196
5,488   4,632 856
8,500   8,703 -203
4,043   2,219 1,824
10,000   10,143 -143
8,000   8,421 -421
6,429   7,233 -804
30,000   30,958 -958
8,437   5,599 2,838
13,686   13,210 476
1,314   1,149 165
55,000   25,757 29,243
19   27 -8
5,623   4,461 1,162
2,819   1,392 1,427
1,000   1,046 -46
4,916   3,846 1,070
39,132   29,855 9,277
4,499   3,484 1,015
1,832   2,000 -168
23,168   25,181 -2,013
10,000   10,613 -613
13,538   6,673 6,865
35,000   18,550 16,450
4,205   6,979 -2,774
3,769   1,637 2,132
5,268   2,785 2,483
12,500   14,231 -1,731
19,562   15,923 3,639
7,000   7,719 -719
39,000   21,179 17,821
4,500   2,413 2,087
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
      42,061
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,760
b       2,494
c       -196
d       -43
e       7
      80
      -647
      3,246
      2,355
      -820
      1,035
      2,341
      -100
      -571
      422
      -646
      -177
      -180
      220
      2,196
      856
      -203
      1,824
      -143
      -421
      -804
      -958
      2,838
      476
      165
      29,243
      -8
      1,162
      1,427
      -46
      1,070
      9,277
      1,015
      -168
      -2,013
      -613
      6,865
      16,450
      -2,774
      2,132
      2,483
      -1,731
      3,639
      -719
      17,821
      2,087
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 145,066
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,947
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,947
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,816
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,816
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,131
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (319) 753-8761

    Located atbullet201 JEFFERSONBURLINGTONIA ZIP+4bullet526015250
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    US BANK NA TRUSTEE
    1     		17,422    
    201 JEFFERSON
    BURLINGTON,IA526015250
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,495,674
    b
    Average of monthly cash balances.......................
    1b
    29,042
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,524,716
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,524,716
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    37,871
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,486,845
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    124,342
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    124,342
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,947
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,947
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    121,395
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    121,395
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    121,395
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 121,395
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 6,845
    b From 2017...... 2,327
    c From 2018...... 10,946
    d From 2019...... 8,031
    e From 2020...... 0
    f Total of lines 3a through e ........ 28,149
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 119,515
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 119,515
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 1,880 1,880
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 26,269
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		4,965
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		21,304
    10 Analysis of line 9:
    a Excess from 2017.... 2,327
    b Excess from 2018.... 10,946
    c Excess from 2019.... 8,031
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNIVERSITY OF IOWA FOUNDATION
    ATTN BRENDA WRIGHT
    1 W PARK ROAD
    IOWA CITY,IA52242     		NONE PC GENERAL OPERATING 116,273
    Total .................................bullet 3a 116,273
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 145,066  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 17  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   228,721  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    228,721
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Name of Bond End of Year Book Value End of Year Fair Market Value
    31420B300 FEDERATED HERMES INS    
    464287176 ISHARES TIPS BOND ET    
    670700400 NUVEEN PREFERRED SEC    
    258620103 DOUBLELINE TOTAL RET    
    13161T401 CALVERT SHORT DURATI    
    91282CBE0 U S TREASURY NT 76,909 76,418
    91282CAP6 U S TREASURY NT 87,072 86,699

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Name of Stock End of Year Book Value End of Year Fair Market Value
    922908728 VANGUARD TOTAL STOCK    
    46434G103 ISHARES CORE MSCI EM    
    670678507 NUVEEN REAL ESTATE S    
    921910501 VANGUARD INTERNATION    
    46432F842 ISHARES CORE MSCI EA    
    670678200 NUVEEN SMALL CAP VAL    
    025076845 AMERICAN CENTURY SMA    
    N53745100 LYONDELLBASELL INDUS 17,800 20,750
    00287Y109 ABBVIE INC 14,076 28,909
    14040H105 CAPITAL ONE FINANCIA 17,737 21,164
    922038104 VANGUARD STRATEGIC E    
    744320102 PRUDENTIAL FINANCIAL 22,033 26,331
    77957Y106 T ROWE PRICE MID CAP    
    11135F101 BROADCOM INC 15,315 27,451
    36381Y108 MONDRIAN INTERNATION    
    56585A102 MARATHON PETROLEUM C 15,785 37,781
    459200101 INTERNATIONAL BUSINE 27,975 28,901
    559222401 MAGNA INTL INC CL 14,377 14,433
    922908678 VANGUARD VALUE INDEX    
    641233200 NEUBERGER BERMAN GEN    
    149498107 CAUSEWAY EMERGING MA    
    06828M876 BARON EMERGING MARKE    
    958102105 WESTERN DIGITAL CORP 20,420 21,130
    172967424 CITIGROUP INC 19,732 20,988
    17275R102 CISCO SYSTEMS INC 18,288 17,888
    15135B101 CENTENE CORP COM 4,999 8,974
    00206R102 ATT INC 22,365 17,540
    20030N101 COMCAST CORP CL A    
    110122108 BRISTOL MYERS SQUIBB 21,597 25,279
    127097103 CABOT OIL GAS CORP C 27,543 54,093
    91913Y100 VALERO ENERGY CORP 10,502 23,424
    92343V104 VERIZON COMMUNICATIO 10,822 8,362
    58933Y105 MERCK AND CO INC 22,645 27,742
    09062X103 BIOGEN, INC    
    92556V106 VIATRIS INC 38,515 25,785
    375558103 GILEAD SCIENCES INC 18,025 19,041
    595112103 MICRON TECHNOLOGY IN 20,986 16,959
    747525103 QUALCOMM INC 21,040 16,534
    60770K107 MODERNA INC 24,065 23,147

    TY 2021 InvestmentsOtherSchedule2
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    63873P817 LOOMIS SAYLES STRATE AT COST 70,010 66,659
    74442J406 PGIM SHT DUR HIGH YL AT COST 10,980 9,992
    46434VBK5 ISHARES IBONDS DEC 2      
    74254V273 PRINCIPAL GL R E SEC AT COST 22,500 19,357
    79471L602 SALIENT MLP ENERGY I AT COST 17,500 19,651
    03463K406 ANGEL OAK MULTI STRA AT COST 129,579 115,955
    670700400 NUVEEN PREFERRED SEC AT COST 149,994 137,665
    025076845 AMERICAN CENTURY SMA AT COST 75,029 99,462
    46434G103 ISHARES CORE MSCI EM AT COST 73,642 89,651
    922908678 VANGUARD VALUE INDEX AT COST 27,000 31,989
    258620103 DOUBLELINE TOTAL RET AT COST 158,769 139,133
    861728400 STONE RIDGE HY REINS AT COST 32,500 32,721
    464287176 ISHARES TIPS BOND ET AT COST 11,396 11,391
    36381Y108 MONDRIAN INTERNATION AT COST 62,500 54,639
    13161T401 CALVERT SHORT DURATI AT COST 46,830 44,487
    56064L298 MAINSTAY CBRE GLOBAL AT COST 35,500 34,152
    922908728 VANGUARD TOTAL STOCK AT COST 156,423 284,630
    500767736 QUADRATIC INTRST RT AT COST 26,353 23,680
    641233200 NEUBERGER BERMAN GEN AT COST 57,411 57,326
    670678507 NUVEEN REAL ESTATE S AT COST 17,277 18,664
    19248B404 COHEN STEERS GLOBAL AT COST 35,500 35,500
    06828M876 BARON EMERGING MARKE AT COST 22,141 22,291
    921910501 VANGUARD INTERNATION AT COST 31,642 54,781
    77957Y106 T ROWE PRICE MID CAP AT COST 59,643 69,694
    31420B300 FEDERATED HERMES INS AT COST 61,996 57,628
    46432F842 ISHARES CORE MSCI EA AT COST 6,410 7,286
    149498107 CAUSEWAY EMERGING MA AT COST 25,000 20,833
    922038104 VANGUARD STRATEGIC E AT COST 50,907 56,620

    TY 2021 OtherDecreasesSchedule
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Description Amount
    PURCHASE OF ACCRUED INTEREST 26
    ROUNDING 1


    TY 2021 OtherIncomeSchedule2
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 17 17  


    TY 2021 TaxesSchedule
    Name:
    JOSEPHINE WITTE TR FBO IOWA LAW
    EIN:
    42-6278047
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 560 560   0
    FEDERAL TAX PAYMENT - PRIOR YE 666 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,816 0   0
    FOREIGN TAXES ON NONQUALIFIED 261 261   0