Richard And Dorthy Y Wagner Foundation in Sioux City, Iowa (IA)

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Richard And Dorthy Y Wagner Foundation
Employer Identification Number (EIN)421435377
Name of OrganizationRichard And Dorthy Y Wagner Foundation
In Care of NameMarvin J Klass
Address1531 Villa Ave, Sioux City, IA 51103-3522
ActivitiesMuseum, zoo, planetarium, etc., Church, synagogue, etc, School, college, trade school, etc.
SubsectionCharitable Organization
Ruling Date06/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$25,000 to $99,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$45,279
Amount of Income$1,844
Form 990 Revenue Amount$1,519
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Elementary, Secondary Education, K - 12


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Amount of income in 2013: $1,844 (it was $1,910 in 2012)
This organization: 

 $1,844
Other organizations performing similar types of work: 

 $223,874

Assets in 2013: $45,279 (it was $58,389 in 2012)
Richard And Dorthy Y Wagner Foundation: 

 $45,279
Other organizations performing similar types of work: 

 $550,417

Expenses in 2013: $23,118
This organization: 

 $23,118
Other organizations performing similar types of work: 

 $154,612

Income to expenses ratio in 2013: 0.1
This organization: 

 0.1
Other organizations performing similar types of work: 

 1.3

Grants share in income in 2013: 0.0%
Richard And Dorthy Y Wagner Foundation: 

 0.0%
Other organizations performing similar types of work: 

 41.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$1,844$10,008$1,844
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$1,238
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$606
Total expenses and disbursements$23,118$324$324$22,000
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$670
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$1,118$324$0
Contributions, gifts, grants paid$22,000
Excess of revenue over expenses and disbursements$-21,274
Net investment income$9,684
Adjusted net income$1,520
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$52,866$55,305$58,389$60,778$45,279$44,318
Cash - non-interest-bearing$1,379$2,790$659
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$0$0$0
Investments-corporate bonds$51,487$55,599$44,620
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$52,866$58,389$45,279
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$0$0
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$25$124$97
Total credits and payments$25$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$124$97
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
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?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
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?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above 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?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year 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?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
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 this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
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?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$57,944$59,613$56,291
Net value of noncharitable-use assets$58,719$55,447
Minimum investment return$2,854$2,936$2,772
Distributable Amount
201120122013
Distributable amount$2,829$2,812$2,675
Undistributed Income
201120122013
Distributable amount for this year$2,829$2,812$2,675
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$1,238$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Kuemper Catholic School Foundation Inc116 S East St, Carroll, IA 51401-3014IA1986-12$4,415,040
2Walla Walla Catholic School Endowment AssociationPO BOX 1796, Walla Walla, WA 99362-0353WA1978-02$2,403,698
3Vancouver School Dist No 37 FoundationPO BOX 6039, Vancouver, WA 98668-6039WA1976-10$1,485,955
4United Catholic Schools Foundation Of Austin Minnesota Inc511 4th Ave Nw, Austin, MN 55912-2336MN1984-01$1,327,835
5Tupelo School District Learning201 S Green St, Tupelo, MS 38804-4727MS1992-04$716,342
6Wake Education Partnership706 Hillsborough Street, Raleigh, NC 27603-1656NC1983-09$713,888
7Wayzata Booster Foundation4955 Peony Ln N, Plymouth, MN 55446-1606MN1993-02$460,169
8Wayne All Sports Boosters IncPO BOX 24036, Dayton, OH 45424-0036OH1989-12$445,324
9West Plains Education Improvement Association Inc613 W 1st St, West Plains, MO 65775-2617MO1988-02$371,375
10Ames Education FoundationPO BOX 1125, Ames, IA 50014-1125IA1994-11$292,772
11Putnam City Public Schools Foundation5401 Nw 40th St, Warr Acres, OK 73122-3302OK1988-02$245,095
12Fort Dodge Community School District Foundation104 S 17th St, Fort Dodge, IA 50501-5028IA1987-01$225,175
13Sea-King District Of The Washington Interscholastic Activities Assn1012 110th Ave Se, Bellevue, WA 98004-6809WA1982-10$203,266
14Special Intermediate School District 916 Foundation2540 County Road F E, White Bear Lk, MN 55110-3935MN1985-01$182,488
15Western Alamance Zone Band Boosters IncPO BOX 62, Elon, NC 27244-0062NC1983-06$179,609
16Sherrard Boosters ClubPO BOX 528, Sherrard, IL 61281-0528IL1983-05$175,473
17Stillwater Public Education FoundationPO BOX 286, Stillwater, OK 74076-0286OK1986-01$134,732
18Society For The Promotion Of Jewish Education Inc44 Bennett Ave Apt 1j, New York, NY 10033-2123NY1999-04$89,500
19Centerville Community Schools FoundationPO BOX 1054, Centerville, IA 52544-8054IA1991-10$48,490
20Richard And Dorthy Y Wagner Foundation1531 Villa Ave, Sioux City, IA 51103-3522IA1995-06$1,844
Number of organizations performing similar types of work
Alabama2
Arizona1
California11
Colorado1
District of Columbia1
Florida5
Georgia2
Hawaii1
Iowa5
Illinois6
Indiana2
Kentucky1
Massachusetts4
Maryland2
Maine1
Michigan6
Minnesota5
Missouri4
Mississippi2
North Carolina6
North Dakota1
New York6
Ohio10
Oklahoma8
Oregon1
South Carolina1
Tennessee5
Texas3
Washington4
Total107

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