Florence H Schildroth And Donald J Schildroth Scholarship Trust, C-O Lincoln Savings Bank in Reinbeck, Iowa (IA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Iowa
| Florence H Schildroth And Donald J Schildroth Scholarship Trust, C-O Lincoln Savings Bank | |
| Employer Identification Number (EIN) | 426489425 |
| Name of Organization | Florence H Schildroth And Donald J Schildroth Scholarship Trust |
| Secondary Name | C-O Lincoln Savings Bank |
| In Care of Name | Beard & Sweet |
| Address | PO BOX E, Reinbeck, IA 50669-0159 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $11,069 |
| Amount of Income | $854 |
| Form 990 Revenue Amount | $288 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $288 | $288 | $288 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $287 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $759 | $0 | $0 | $500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $259 | $0 | $0 | |
| Contributions, gifts, grants paid | $500 | |||
| Excess of revenue over expenses and disbursements | $-471 | |||
| Net investment income | $288 | |||
| Adjusted net income | $288 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,598 | $8,618 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $10,286 | |
| Other | $312 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,598 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $3 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Iowa | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | First United Methodist Church Of Waterloo Foundation | 614 Randolph St, Waterloo, IA 50702-1522 | IA | 1982-08 | $62,416 |
| 2 | Fischermann Farm | 2789 Mission Avenue, Fredericksburg, IA 50630 | IA | 2003-03 | $0 |
| 3 | Fiserv Foundation | 4400 Westown Parkway, West Des Moines, IA 50266-6757 | IA | 1989-06 | $29,856 |
| 4 | Fisher Community Center Foundation | 112 West Church Street, Marshalltown, IA 50158 | IA | 1994-03 | $160,256 |
| 5 | Fisher Governor Foundation | 112 W Church St, Marshalltown, IA 50158-2863 | IA | 1952-07 | $122,123 |
| 6 | Fishers Of Men Ministries Inc | 2423 W 49th St, Davenport, IA 52806-3504 | IA | 2006-12 | $302,104 |
| 7 | Five Rivers Carpenters District Council Educational Trust Fund | 350 Waconia Ct Sw, Cedar Rapids, IA 52404-4832 | IA | 2004-02 | $520,611 |
| 8 | Flap Jackers Inc | 624 Midlothian Blvd, Waterloo, IA 50701-4262 | IA | 2010-12 | $1,428 |
| 9 | Flickinger Learning Center | 413 Mulberry Ave, Muscatine, IA 52761-4235 | IA | 2004-10 | $156,994 |
| 10 | Florence Frisbie Scholarship Fund | 212 W Willow St, Cherokee, IA 51012-1857 | IA | 2002-08 | $4,743 |
| 11 | Florence H Schildroth And Donald J Schildroth Scholarship Trust, C-O Lincoln Savings Bank | PO BOX E, Reinbeck, IA 50669-0159 | IA | 1992-08 | $854 |
| 12 | Florence M Schrader Scholarships Trust | PO BOX 260, Dewitt, IA 52742-0260 | IA | 1989-05 | $23,529 |
| 13 | Florence Mabel Barlow Trust Nect Central Trust And Savings Bank | 401 W Main St, Cherokee, IA 51012-1734 | IA | 1974-12 | $2,080 |
| 14 | Florence Potter Scholarship Trust | PO BOX 928, Burlington, IA 52601-0928 | IA | 1988-12 | $11,922 |
| 15 | Flowers For Veterans Inc | 308 E Burlington St Ste 232, Iowa City, IA 52240-1602 | IA | 2008-06 | $2,263 |
| 16 | Floyd County Employee Health Plan Trust | 101 S Main St, Charles City, IA 50616-2746 | IA | 1985-03 | $1,068,937 |
| 17 | Floyd County Historical Society | 500 Gilbert St, Charles City, IA 50616-2738 | IA | 1966-01 | $155,559 |
| 18 | Floyd County Historical Society Endowment Fund | 500 Gilbert St, Charles City, IA 50616-2738 | IA | 1986-02 | $28,871 |
| 19 | Floyd County Veterans Monument | 704 2nd Avenue, Charles City, IA 50616 | IA | 2006-03 | $0 |
| 20 | Floyd Slo Pitch Softball Inc | PO BOX 2035, Sioux City, IA 51104-0035 | IA | 1981-07 | $322,499 |
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