Donald H & Elizabeth J Werling Scholarship Fund in North Liberty, Iowa (IA)
Table of contents:
| Donald H & Elizabeth J Werling Scholarship Fund | |
| Employer Identification Number (EIN) | 426423052 |
| Name of Organization | Donald H & Elizabeth J Werling Scholarship Fund |
| In Care of Name | Hills Bank And Trust Ttee |
| Address | 590 W Forevergreen Rd, North Liberty, IA 52317-8507 |
| Subsection | Educational Organization |
| Ruling Date | 02/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $227,479 |
| Amount of Income | $11,923 |
| Form 990 Revenue Amount | $7,620 |
Non-representatives - add comments:
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $5,174 | $5,133 | $7,620 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $7,374 | $6,451 | $5,889 |
| Gain/Loss from sale of assets other than inventory | $-2,200 | $-1,318 | $1,731 |
| Gross amount from sale of assets other than inventory | $74,964 | $61,557 | $6,034 |
| Less: cost or other basis and sales expenses | $77,164 | $62,875 | $4,303 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $7,966 | $8,351 | $5,973 |
| Total net assets | $229,051 | $225,833 | $227,479 |
| Excess/Deficit for the year | $-2,792 | $-3,218 | $1,647 |
| Net assets or fund balances at beginning of year | $231,843 | $229,051 | $225,831 |
| Other changes in net assets or fund balances | $0 | $0 | $1 |
| Net assets or fund balances at end of year | $225,833 | $227,479 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $229,051 | $225,833 | $227,479 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $229,051 | $225,833 | $227,479 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) |
| Number of organizations supported | 3 |
| Sum of amounts of support | $4,000 |
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| Other organizations in Iowa | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Doan Family Foundation | 312 S 15th St, Fort Dodge, IA 50501-4946 | IA | 1982-10 | $3,700 |
| 2 | Dolphin Swim Club | 45 Wenwood Cir, Council Blfs, IA 51503-5121 | IA | 1967-03 | $27,464 |
| 3 | Domestic - Sexual Assault Outreach Center | PO BOX 773, Fort Dodge, IA 50501-0773 | IA | 1991-04 | $902,771 |
| 4 | Domestic Abuse Prevention Center | PO BOX 451, Carroll, IA 51401-0451 | IA | 1990-10 | $135,592 |
| 5 | Domestic Violence Alternatives- Sexual Assault Center Inc | 2552 Smith Ave Trlr 144, Marshalltown, IA 50158-9618 | IA | 1985-04 | $459,151 |
| 6 | Domestic Violence Intervention Prog | 1105 Gilbert Ct Ste 3, Iowa City, IA 52240-4528 | IA | 1979-09 | $1,200,010 |
| 7 | Domestic Violence Intervention Program Foundation | PO BOX 3170, Iowa City, IA 52244-3170 | IA | 2004-05 | $41,236 |
| 8 | Domestic-Sexual Assault Outreach Center Foundation | PO BOX 773, Fort Dodge, IA 50501-0773 | IA | 2000-12 | $110,157 |
| 9 | Don And Carol Schmidgall Family Foundation Inc | 19789 Seven Ponds Rd, Sperry, IA 52650-9711 | IA | 2008-09 | $52,627 |
| 10 | Donald & Dorothy Keith Scholarship Fund | 411 Spruce St, Reinbeck, IA 50669-1446 | IA | 2000-11 | $1,250 |
| 11 | Donald H & Elizabeth J Werling Scholarship Fund | 590 W Forevergreen Rd, North Liberty, IA 52317-8507 | IA | 1990-02 | $11,923 |
| 12 | Destwolinski Family Foundation | 2705 Valley Dr, Sioux City, IA 51104-4057 | IA | 1998-08 | $45,175 |
| 13 | Donald K Johnson Charitable Trust | 2701 Edgewood Pkwy Sw, Cedar Rapids, IA 52404-7824 | IA | 1992-08 | $284,357 |
| 14 | Early Childhood Music Association Inc | 210 Applewood Dr, Carroll, IA 51401-3649 | IA | 1996-02 | $48,413 |
| 15 | Donald W Porter &rosie L Porter Scholarship Tr | PO BOX E, Reinbeck, IA 50669-0159 | IA | 2002-12 | $21,944 |
| 16 | Donnellson Ball Association | PO BOX 42, Donnellson, IA 52625-0042 | IA | 2006-08 | $60,244 |
| 17 | Donnellson Senior Housing Inc | PO BOX 123, West Liberty, IA 52776-0123 | IA | 1977-06 | $131,473 |
| 18 | Doon Iowa Christian School Society | PO BOX 6, Doon, IA 51235-0006 | IA | 1979-02 | $139,534 |
| 19 | Door Of Faith Mission | Po Box 862, Des Moines, IA 50304-0862 | IA | 1970-03 | $0 |
| 20 | Dora L Mahanay Educational Trust | PO BOX 27, Jefferson, IA 50129-0027 | IA | 1966-09 | $139,182 |
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