Ronald Oakley Barkl Memorial Scholarship Trust Security Natl Ba in Sioux City, Iowa (IA)
Table of contents:
| Ronald Oakley Barkl Memorial Scholarship Trust Security Natl Ba | |
| Employer Identification Number (EIN) | 426052774 |
| Name of Organization | Ronald Oakley Barkl Memorial Scholarship Trust Security Natl Ba |
| In Care of Name | Security Natl Bank |
| Address | PO BOX 147, Sioux City, IA 51102-0147 |
| Activities | Other school related activities, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 01/1957 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $225,494 |
| Amount of Income | $97,102 |
| Form 990 Revenue Amount | $27,956 |
Non-representatives - add comments:
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $23,498 | $8,482 | $27,956 |
| 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 | $5,882 | $5,316 | $4,592 |
| Gain/Loss from sale of assets other than inventory | $17,616 | $3,166 | $23,364 |
| Gross amount from sale of assets other than inventory | $128,118 | $16,461 | $92,510 |
| Less: cost or other basis and sales expenses | $110,502 | $13,295 | $69,146 |
| 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 | $6,900 | $8,091 | $6,136 |
| Total net assets | $202,892 | $203,532 | $225,494 |
| Excess/Deficit for the year | $16,598 | $391 | $21,820 |
| Net assets or fund balances at beginning of year | $186,473 | $202,892 | $203,532 |
| Other changes in net assets or fund balances | $-179 | $249 | $142 |
| Net assets or fund balances at end of year | $203,532 | $225,494 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $202,892 | $203,532 | $225,494 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $202,892 | $203,532 | $225,494 |
| 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 | 1 |
| Sum of amounts of support | $3,500 |
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| Other organizations in Iowa | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Roland & Ruby Holden Foundation | 821 Forest Hill Dr, Coralville, IA 52241-3429 | IA | 1995-03 | $50,021 |
| 2 | Roland Public Library Foundation | PO BOX 143, Roland, IA 50236-0143 | IA | 2006-04 | $1,009 |
| 3 | Roland Senior Housing Inc | 1305 Bluff St, Alden, IA 50006-8414 | IA | 1971-09 | $19,334 |
| 4 | Roland Story Community School District Foundation | PO BOX 160, Story City, IA 50248-0160 | IA | 1993-04 | $93,884 |
| 5 | Roland-Story Parent Teacher Organization | 411 Washington St, Story City, IA 50248-1638 | IA | 2009-12 | $75,462 |
| 6 | Ronald & Sharon Stubbs Family Foundation | 431 Ne 72nd St, Pleasant Hill, IA 50327-8065 | IA | 1995-06 | $20,005 |
| 7 | Ronald B And Joan B Krage Foundation | 134 W 34th St, Sioux City, IA 51104-2219 | IA | 2001-04 | $11,431 |
| 8 | Ronald Mcdonald House Charities Of Central Iowa Inc | 1441 Pleasant St, Des Moines, IA 50314-1727 | IA | 1979-04 | $962,579 |
| 9 | Ronald Mcdonald House Charities Of Siouxland Inc | 2500 Nebraska St, Sioux City, IA 51104-3507 | IA | 1996-06 | $876,879 |
| 10 | Ronald Mcdonald House Charities Of Eastern Iowa And Western Illinois | 730 Hawkins Dr, Iowa City, IA 52246-2505 | IA | 1983-03 | $1,467,167 |
| 11 | Ronald Oakley Barkl Memorial Scholarship Trust Security Natl Ba | PO BOX 147, Sioux City, IA 51102-0147 | IA | 1957-01 | $97,102 |
| 12 | Rooftop Foundation | 1902 Dean Ave, Des Moines, IA 50316 | IA | 2005-12 | $0 |
| 13 | Roosevelt Before & After Sch Pro | 611 Greenwood Dr, Iowa City, IA 52246-2121 | IA | 1997-12 | $59,994 |
| 14 | Roosevelt High School Foundation | 4419 Center St, Des Moines, IA 50312-2234 | IA | 1985-05 | $227,142 |
| 15 | Rosaline B Menke Scholarship Tr Inc, Menke Paul J Ttee | 1931 303rd Ave, Fort Madison, IA 52627-9752 | IA | 2002-07 | $10,556 |
| 16 | Rose Hill Cemetery Association Of Mount Ayr Iowa | 305 South Pierce Street, Mount Ayr, IA 50854 | IA | 1952-05 | $0 |
| 17 | Quad Cities Prayer Center Inc | 320 W Kimberly Rd Ste 510, Davenport, IA 52806-5939 | IA | 2007-11 | $265,814 |
| 18 | Quad City Development Group | 1130 W 2nd St, Davenport, IA 52802 | IA | 1964-03 | $75,829 |
| 19 | Quad City Junior B Hockey Club | 2435 Kimberly Rd Ste 290n, Bettendorf, IA 52722-3533 | IA | 2004-06 | $22,427 |
| 20 | Quad City Painting Industry Trade Board | 1983 Spruce Hills Dr, Bettendorf, IA 52722-2624 | IA | 1993-09 | $64,701 |
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