Anita A And Richard M Calkins Charitable Trust, C-O Anita A And Richard M Calkins in Des Moines, 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
| Anita A And Richard M Calkins Charitable Trust, C-O Anita A And Richard M Calkins | |
| Employer Identification Number (EIN) | 421349089 |
| Name of Organization | Anita A And Richard M Calkins Charitable Trust |
| Secondary Name | C-O Anita A And Richard M Calkins |
| Address | 13002 Oak Brook Dr, Des Moines, IA 50323-2146 |
| Activities | Church, synagogue, etc, School, college, trade school, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 08/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $233,843 |
| Amount of Income | $2,493 |
| Form 990 Revenue Amount | $2,464 |
Non-representatives - add comments:
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 | $188,915 | $187,355 | $0 | |
| Contributions, gifts, grants, etc., received | $1,560 | |||
| Interest on savings and temporary cash investments | $933 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $186,422 | |||
| Total expenses and disbursements | $55,688 | $0 | $0 | $55,328 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $360 | $0 | $0 | |
| Contributions, gifts, grants paid | $55,328 | |||
| Excess of revenue over expenses and disbursements | $133,227 | |||
| Net investment income | $187,355 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $233,843 | $233,843 |
| Cash - non-interest-bearing | $30,974 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $101,950 | |
| Other | $100,919 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $233,843 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $186,422 |
| 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 | $1,874 |
| Total credits and payments | $1,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $674 |
| 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 | $265,755 |
| Net value of noncharitable-use assets | $261,760 |
| Minimum investment return | $13,088 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,341 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,341 |
| 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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| Other organizations in Iowa | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Anderson Fam Scholarship Tr Uw John L Anderson | 815 6th Ave, Dewitt, IA 52742-1328 | IA | 2002-05 | $16,212 |
| 2 | Anderson Family Scholarship Tr, Anderson John L Ttee | 815 6th Ave, Dewitt, IA 52742-1328 | IA | 2002-05 | $16,212 |
| 3 | Andover Volunteer Fire Department | 1367 Washington St, Andover, IA 52701 | IA | 2008-11 | $93,516 |
| 4 | Andrew Volunteer Firemen Inc C/O Jackie Regan | PO BOX 32, Andrew, IA 52030-0032 | IA | 1996-01 | $67,597 |
| 5 | Andringa Family Foundation Inc | 10682 Ne 46th Ave, Mitchellville, IA 50169-9500 | IA | 1985-03 | $633,089 |
| 6 | Animal Birth Control Inc | 2733 N 4th St, Clinton, IA 52732-1833 | IA | 1999-11 | $38,356 |
| 7 | Animal Lifeline Of Iowa Inc | PO BOX 12, Carlisle, IA 50047-0012 | IA | 1993-05 | $546,618 |
| 8 | Animal Rescue League Of Iowa Foundation | 5452 Ne 22nd St, Des Moines, IA 50313-2528 | IA | 2000-06 | $2,704,531 |
| 9 | Animal Rescue League Of Iowa Incorporated | 5452 Ne 22nd St, Des Moines, IA 50313-2528 | IA | 1949-08 | $4,325,784 |
| 10 | Animal Welfare Foundation Of Iowa | PO BOX 573, Marion, IA 52302-0573 | IA | 2004-03 | $96,026 |
| 11 | Anita A And Richard M Calkins Charitable Trust, C-O Anita A And Richard M Calkins | 13002 Oak Brook Dr, Des Moines, IA 50323-2146 | IA | 1991-08 | $2,493 |
| 12 | Anita Foundation Inc | 900 Victory Park Rd, Anita, IA 50020-1114 | IA | 2011-01 | $184,350 |
| 13 | Anita Housing Corporation | PO BOX 222, Exira, IA 50076-0222 | IA | 1974-01 | $34,788 |
| 14 | Ankeny Academy Of Music Inc | 406 Sw School St, Ankeny, IA 50023-3056 | IA | 1998-08 | $117,500 |
| 15 | Ankeny Alumni Association Inc | Po Box 1185, Ankeny, IA 50021 | IA | 2008-03 | $9,399 |
| 16 | Ankeny Area Chamber Of Commerce | 210 S Ankeny Blvd, Ankeny, IA 50023-3117 | IA | 1973-02 | $836,873 |
| 17 | Ankeny Area Historical Society | PO BOX 1111, Ankeny, IA 50021-0973 | IA | 1996-04 | $46,403 |
| 18 | Ankeny Building Association | Po Box 144, Ankeny, IA 50021 | IA | 1998-07 | $0 |
| 19 | Ankeny Christian Academy | 1604 W 1st St, Ankeny, IA 50023-2525 | IA | 1994-08 | $2,102,971 |
| 20 | Ankeny Community School District Foundation | PO BOX 1191, Ankeny, IA 50021-0974 | IA | 2001-04 | $70,706 |
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