William C Metz Charitable Foundation Ii 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
- Organizations performing similar types of work
| William C Metz Charitable Foundation Ii | |
| Employer Identification Number (EIN) | 911805682 |
| Name of Organization | William C Metz Charitable Foundation Ii |
| In Care of Name | William C Metz Pres |
| Address | 34 W Kings Hwy, Sioux City, IA 51104-1039 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $209,867 |
| Amount of Income | $25,715 |
| Form 990 Revenue Amount | $12,406 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $25,715 (it was $66,455 in 2011)
| This organization: | $25,715 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $209,867 (it was $243,099 in 2011)
| This organization: | $209,867 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $48,489
| This organization: | $48,489 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 0.5
| This organization: | 0.5 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 12.1%
| This organization: | 12.1% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $15,210 | $13,373 | $0 | |
| Contributions, gifts, grants, etc., received | $1,837 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,878 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $495 | |||
| Total expenses and disbursements | $48,489 | $105 | $0 | $46,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,989 | $105 | $0 | |
| Contributions, gifts, grants paid | $46,500 | |||
| Excess of revenue over expenses and disbursements | $-33,279 | |||
| Net investment income | $13,268 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $209,867 | $226,199 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $209,594 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $273 | |
| Total liabilities | $134 | |
| Mortgages and other notes payable | $0 | |
| Other | $134 | |
| Total liabilities and net assets/fund balances | $209,733 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $495 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $133 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $133 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $254,346 |
| Net value of noncharitable-use assets | $250,540 |
| Minimum investment return | $12,527 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,394 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,394 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Stanley Foundation | 209 Iowa Ave, Muscatine, IA 52761-3730 | IA | 1995-07 | $24,459,695 |
| 2 | Goldstein Family Foundation | C/O Tricia Mendoza 2117 State, Bettendorf, IA 52722 | IA | 1998-04 | $10,761,350 |
| 3 | Max And Helen Guernsey Charitable Foundation | PO BOX 1172, Waterloo, IA 50704-1172 | IA | 1997-02 | $6,099,074 |
| 4 | Gerdin Charitable Foundation | 901 N Kansas Ave, North Liberty, IA 52317-4725 | IA | 1997-05 | $4,987,969 |
| 5 | Weathertop Foundation | 5320 Grand Ave, Des Moines, IA 50312-2124 | IA | 1996-04 | $2,876,629 |
| 6 | Zuckert Family Charitable Foundation | 1515 Linden St Ste 230, Des Moines, IA 50309-3120 | IA | 1997-01 | $2,402,579 |
| 7 | Helen J Urban & Thomas Nelson Urban Sr Charitable Fdn Tr Iii | 214 Foster Dr, Des Moines, IA 50312-2540 | IA | 1996-12 | $1,826,103 |
| 8 | Lucile@latta Charitable Trust C/O The Security National Bank Of | PO BOX 147, Sioux City, IA 51102-0147 | IA | 1997-02 | $1,412,375 |
| 9 | Coons Foundation | 17112 480th Ln, Chariton, IA 50049-8647 | IA | 1997-08 | $1,179,191 |
| 10 | Mcintyre Foundation | PO BOX 232, Mount Vernon, IA 52314-0232 | IA | 1997-03 | $1,094,844 |
| 11 | Accelerated Learning Foundation | 118 N Court St, Fairfield, IA 52556-2811 | IA | 1998-12 | $1,009,453 |
| 12 | The@jared And Carol Hills Foundation | 115 3rd St Se Ste 1200, Cedar Rapids, IA 52401-1222 | IA | 1997-10 | $529,300 |
| 13 | The Vonderhaar Family Foundation | 6 Summer Pl, Bettendorf, IA 52722-7544 | IA | 1996-02 | $339,394 |
| 14 | Donald F & Charlene K Lamberti Foundation | 201 Ne Delaware Ave Ste 200, Ankeny, IA 50021 | IA | 1996-08 | $101,791 |
| 15 | William H And Beverly J Channell Foundation | 1452 Pompano Dr, Clive, IA 50325-8341 | IA | 1998-07 | $49,711 |
| 16 | Taylor Family Foundation | 1441 29th St Ste 305, Wdm, IA 50266-1309 | IA | 1997-05 | $33,548 |
| 17 | William C Metz Charitable Foundation Ii | 34 W Kings Hwy, Sioux City, IA 51104-1039 | IA | 1997-07 | $25,715 |
| 18 | Shey Family Foundation | 2303 Highway 169, Algona, IA 50511-7157 | IA | 1997-11 | $1 |
| 19 | Des Moines Pastoral Counseling Center Foundation | 8553 Urbandale Ave, Urbandale, IA 50322 | IA | 1997-03 | $0 |
| 20 | Guild Foundation | 504 N 4th St Ste 105, Fairfield, IA 52556-2486 | IA | 1998-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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