Sterling Family Foundation in Sioux City, 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
| Sterling Family Foundation | |
| Employer Identification Number (EIN) | 391871325 |
| Name of Organization | Sterling Family Foundation |
| Address | 4405 Country Club Blvd, Sioux City, IA 51104-1011 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2011 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $381,470 |
| Amount of Income | $227,395 |
| Form 990 Revenue Amount | $227,395 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue 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 | $227,395 | $2,792 | $2,792 | |
| Contributions, gifts, grants, etc., received | $224,603 | |||
| Interest on savings and temporary cash investments | $25 | |||
| Dividends and interest from securities | $2,767 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,650 | $0 | $0 | $13,650 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $13,650 | |||
| Excess of revenue over expenses and disbursements | $213,745 | |||
| Net investment income | $2,792 | |||
| Adjusted net income | $2,792 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $381,470 | $381,654 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $224,603 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $156,867 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $381,470 | |
| 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 | $28 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $28 |
| 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 | $277,190 |
| Net value of noncharitable-use assets | $273,040 |
| Minimum investment return | $13,652 |
| Distributable Amount (for 2011) | |
| Distributable amount | $13,596 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $13,596 |
| 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 | Stark Group Charitable Foundation Inc | 1207 Central Avenue No 200, Fort Dodge, IA 50501-4245 | IA | 2003-05 | $49,634 |
| 2 | Starlighters Ii Inc | 136 E Main St, Anamosa, IA 52205-1897 | IA | 1979-11 | $149,029 |
| 3 | Starr Home For Aged | 302 N Grand Ave, Charles City, IA 50616-2817 | IA | 1951-07 | $109,996 |
| 4 | State Line Rally Association | PO BOX 263, Birmingham, IA 52535-0263 | IA | 2001-01 | $104,301 |
| 5 | Stebens Childrens Theatre | 616 N Delaware Ave, Mason City, IA 50401-7014 | IA | 1986-04 | $235,197 |
| 6 | Step By Step Inc | PO BOX 1177, Dubuque, IA 52004-1177 | IA | 2007-01 | $6,690 |
| 7 | Stephen R And Joanne Hammes Familycharitable Foundation | 3022 Cedar Ridge Dr Ne, Cedar Rapids, IA 52402-3392 | IA | 2007-02 | $6,098 |
| 8 | Stephen R Grubb Charitable Foundation | 475 S 50th St Ste 100, W Des Moines, IA 50265-6980 | IA | 1997-08 | $14,501 |
| 9 | Stepping Stones Early Learning Center Inc | 300 Panther Dr, Knoxville, IA 50138-3371 | IA | 2003-06 | $935,025 |
| 10 | Stepping Stones Preschool Inc | 3001 Muscatine Avenue, Iowa City, IA 52240 | IA | 1967-09 | $74,602 |
| 11 | Sterling Family Foundation | 4405 Country Club Blvd, Sioux City, IA 51104-1011 | IA | 1997-03 | $227,395 |
| 12 | Sterzing Memorial Scholarship Fund, Dearlove Patricia Ttee | PO BOX 728, Burlington, IA 52601-0728 | IA | 2004-06 | $129,977 |
| 13 | Stewart Boosters Inc | 821 North 4th Avenue, Washington, IA 52353 | IA | 2010-08 | $0 |
| 14 | Stewart Family Foundation | PO BOX 3207, Sioux City, IA 51102-3207 | IA | 1999-02 | $334 |
| 15 | Stine Family Foundation | 22555 Laredo Trl, Adel, IA 50003-4570 | IA | 2000-06 | $7,399,681 |
| 16 | Storm Lake Community Chest | PO BOX 394, Storm Lake, IA 50588 | IA | 2007-08 | $43,288 |
| 17 | Storm Lake Lodge No 790 Loyal Order Of Moose | 527 Erie Street, Storm Lake, IA 50588 | IA | 1935-08 | $22,125 |
| 18 | Story City Greater Community Congress | PO BOX 39, Story City, IA 50248-0039 | IA | 1981-12 | $289,750 |
| 19 | Story City Senior Citizens Incorporated | 503 Elm Ave, Story City, IA 50248-1341 | IA | 1974-04 | $356,233 |
| 20 | Story County Community Land Trust | 130 S Sheldon Ave Ste 307, Ames, IA 50014-7383 | IA | 1999-08 | $196,126 |
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