Patricia K Smith Charitable Foundation, Marlowe Dennis H Ttee in Omaha, Nebraska (NE)
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
| Patricia K Smith Charitable Foundation, Marlowe Dennis H Ttee | |
| Employer Identification Number (EIN) | 061519725 |
| Name of Organization | Patricia K Smith Charitable Foundation |
| Secondary Name | Marlowe Dennis H Ttee |
| In Care of Name | Dennis H Marlowe |
| Address | 17475 Frances Street, Omaha, NE 68130-2344 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $733,246 |
| Amount of Income | $13,015 |
| Form 990 Revenue Amount | $18,953 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $13,015 (it was $12,157 in 2012)
| Patricia K Smith Charitable Foundation, Marlowe Dennis H Ttee: | $13,015 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2013: $733,246 (it was $543,245 in 2012)
| Patricia K Smith Charitable Foundation, Marlowe Dennis H Ttee: | $733,246 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $25,950
| This organization: | $25,950 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 0.5
| Patricia K Smith Charitable Foundation, Marlowe Dennis H Ttee: | 0.5 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
| Patricia K Smith Charitable Foundation, Marlowe Dennis H Ttee: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2012
Expenses 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 | $12,157 | $12,157 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $106 | |||
| Dividends and interest from securities | $12,051 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $25,950 | $150 | $0 | $25,800 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $150 | $150 | $0 | |
| Contributions, gifts, grants paid | $25,800 | |||
| Excess of revenue over expenses and disbursements | $-13,793 | |||
| Net investment income | $12,007 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $543,245 | $543,245 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $543,245 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $543,245 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $120 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $120 |
| 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 | $495,754 |
| Net value of noncharitable-use assets | $488,320 |
| Minimum investment return | $24,416 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,296 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,296 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $24,296 |
| 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 | Slosburg Family Charitable Trust | 10040 Regency Cir, Omaha, NE 68114-3723 | NE | 1996-07 | $2,684,878 |
| 2 | Joseph A Horwath Foundation | 1002 S 13th St, Omaha, NE 68108-3106 | NE | 1998-07 | $2,446,543 |
| 3 | Stanley M Truhlsen Family Foundation Inc | 8805 Indian Hills Dr Ste 280, Omaha, NE 68114-4077 | NE | 1997-05 | $2,266,645 |
| 4 | Jaros Family Foundation | 11404 W Dodge Rd Ste 700, Omaha, NE 68154-2576 | NE | 1998-04 | $2,115,833 |
| 5 | F Lynne Udes Scott Charitable Foundation | 17007 Marcy St Ste 1, Omaha, NE 68118-3122 | NE | 1998-04 | $1,295,817 |
| 6 | Grace And Donna Rae Koepp Foundation | 6962 S Mcguire Rd, Wood River, NE 68883-9614 | NE | 1998-08 | $709,841 |
| 7 | The James Stuart Jr And Susan Stuart Foundation | 2001 Pine Lake Rd Ste 400, Lincoln, NE 68512-3631 | NE | 1997-05 | $578,406 |
| 8 | H H Red And Ruth H Nelson Foundation | 302 S 36th St Ste 100, Omaha, NE 68131-3845 | NE | 1998-03 | $560,290 |
| 9 | John And Eileen Doherty Foundation Inc | 704 N 19th St, Norfolk, NE 68701-2528 | NE | 1997-07 | $445,033 |
| 10 | Watley Family Charitable Foundation | 5716 Baldwin Ave, Lincoln, NE 68507-2327 | NE | 1997-04 | $176,041 |
| 11 | William & Laverne Saville Foundation | PO BOX 333, Spalding, NE 68665-0333 | NE | 1998-02 | $81,933 |
| 12 | Smith Family Benevolent Fund | 17475 Frances Street, Omaha, NE 68130-2344 | NE | 1998-07 | $30,167 |
| 13 | Wikert Family Foundation | 1750 Miramar Dr, Fremont, NE 68025-8054 | NE | 1998-09 | $18,884 |
| 14 | Swartzbaugh Family Foundation | 1015 N 98th St, Omaha, NE 68114-2357 | NE | 1997-06 | $12,001 |
| 15 | The@william And Ann Cannon Foundation | 2116 W 35th St, Kearney, NE 68845-2712 | NE | 1998-11 | $7,887 |
| 16 | Deryl F Hamann Family Foundation, Sullivan Michael L Ttee | 9290 West Dodge Road, Omaha, NE 68114-3338 | NE | 1998-08 | $1 |
| 17 | 90 Ways Inc | 619 North 90th St Ste 101, Omaha, NE 68114-2821 | NE | 1998-04 | $0 |
| 18 | Arapahoe-Holbrook Educational Foundation | 610 Walnut Avenue, Arapahoe, NE 68922 | NE | 1993-11 | $0 |
| 19 | Friends Of The Pioneer Park Nature Center | 2740 A Street, Lincoln, NE 68502 | NE | 1994-01 | $0 |
| 20 | Nebraska Partnership For Educat- Ional Progress | 605 S 14th Street, Lincoln, NE 68508 | NE | 1994-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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