Lyman & Kathryn A Wood Tr Uw Norwest Bank Of Des Moines Ttee in Traer, 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
| Lyman & Kathryn A Wood Tr Uw Norwest Bank Of Des Moines Ttee | |
| Employer Identification Number (EIN) | 426117614 |
| Name of Organization | Lyman & Kathryn A Wood Tr Uw Norwest Bank Of Des Moines Ttee |
| Address | PO BOX 435, Traer, IA 50675-0435 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 12/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $1,480 |
| Amount of Income | $30 |
| Form 990 Revenue Amount | $30 |
Non-representatives - add comments:
Expenses 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 | $30 | $30 | $30 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $30 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,670 | $420 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $250 | |||
| Total operating and administrative expenses | $420 | $420 | $0 | |
| Contributions, gifts, grants paid | $2,250 | |||
| Excess of revenue over expenses and disbursements | $-2,640 | |||
| Net investment income | $0 | |||
| Adjusted net income | $30 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,480 | $1,480 |
| Cash - non-interest-bearing | $30 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,450 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,480 | |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $2,521 |
| Net value of noncharitable-use assets | $2,480 |
| Minimum investment return | $124 |
| Distributable Amount (for 2011) | |
| Distributable amount | $124 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $124 |
| 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 | Lutheran Educational Assistance Fund Inc | Po Box 318, Clarinda, IA 51632 | IA | 1986-10 | $0 |
| 2 | Lutheran Family Service | 409 Kenyon Rd Ste C, Fort Dodge, IA 50501-5718 | IA | 1941-07 | $1,095,385 |
| 3 | Lutheran Home For The Aged Association - West | 2323 Willis Ave, Perry, IA 50220-2148 | IA | 2000-10 | $5,439,172 |
| 4 | Lutheran Home For The Aged Association East | PO BOX 559, Vinton, IA 52349-0559 | IA | 1947-03 | $11,980,948 |
| 5 | Lutheran Homes Society | 2421 Lutheran Dr, Muscatine, IA 52761-9382 | IA | 1961-11 | $13,723,649 |
| 6 | Lutheran Retirement Home Inc | PO BOX 108, Northwood, IA 50459-0108 | IA | 1961-11 | $3,945,326 |
| 7 | Lutheran Services In Iowa Charitable Foundation Inc | 3116 University Ave, Des Moines, IA 50311-3845 | IA | 1985-08 | $1,510,295 |
| 8 | Lutherans For Life | 1120 S G Ave, Nevada, IA 50201-2774 | IA | 1980-06 | $932,490 |
| 9 | Lwbj Foundation | 4200 University Ave Ste 410, Wdm, IA 50266-5945 | IA | 2003-11 | $1 |
| 10 | Lyla M Lynch Tr | PO BOX 230, Winterset, IA 50273-0230 | IA | 2006-10 | $246,016 |
| 11 | Lyman & Kathryn A Wood Tr Uw Norwest Bank Of Des Moines Ttee | PO BOX 435, Traer, IA 50675-0435 | IA | 1972-12 | $30 |
| 12 | Lynnville Senior Citizens Housing | 701-B First St, Lynnville, IA 50153 | IA | 1972-05 | $0 |
| 13 | Lynx Pride Inc | PO BOX 200, Troy Mills, IA 52344-0200 | IA | 2001-06 | $84,937 |
| 14 | Lyon And Sioux Rural Water System Inc | PO BOX 309, Rock Rapids, IA 51246-0309 | IA | 1977-11 | $3,159,753 |
| 15 | Lyon County Historical Society | 1109 S Carroll, Rock Rapids, IA 51246 | IA | 1973-08 | $0 |
| 16 | Lyon Rural Electric Cooperative | 116 S Marshall St, Rock Rapids, IA 51246-1518 | IA | 1940-11 | $9,727,531 |
| 17 | Lytton Betterment Committee Inc | PO BOX 229, Lytton, IA 50561-0229 | IA | 1998-10 | $15,470 |
| 18 | M & M Divide Resource Conservation & Development Inc | 402 Main Street Ste 2, Cooper, IA 50059-6514 | IA | 1993-01 | $35,417 |
| 19 | M J Millward Test Tr | 102 S 3rd St, Laurens, IA 50554-1335 | IA | 2003-04 | $1,212 |
| 20 | M-F-L Ambulance Service Inc | 106 S Main St, Monona, IA 52159-8221 | IA | 1980-02 | $171,762 |
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