Wells Family Foundation in Sioux City, 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
| Wells Family Foundation | |
| Employer Identification Number (EIN) | 421453884 |
| Name of Organization | Wells Family Foundation |
| In Care of Name | Jeffrey A Johnson |
| Address | PO BOX 3207, Sioux City, IA 51102-3207 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,064 |
| Amount of Income | $5 |
| Form 990 Revenue Amount | $6 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue 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 | $5 | $4 | $4 | |
| Contributions, gifts, grants, etc., received | $1 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $5 | |||
| Net investment income | $4 | |||
| Adjusted net income | $4 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,064 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,064 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,064 | |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Webster County Agricultural Association | PO BOX 1151, Fort Dodge, IA 50501-1151 | IA | 1958-03 | $265,243 |
| 2 | Webster County Improvement Corporation | 822 Central Avenue, Fort Dodge, IA 50501-3935 | IA | 1992-12 | $364,656 |
| 3 | Wee Care Inc | 1200 Central Ave, Hawarden, IA 51023-1816 | IA | 1990-11 | $298,039 |
| 4 | Wee Saints Day Care Center | PO BOX 158, Saint Ansgar, IA 50472-0158 | IA | 1994-06 | $186,458 |
| 5 | Weekend Out Inc | 305 East C St, Forest City, IA 50436 | IA | 2010-07 | $8,134 |
| 6 | Weigle Family Foundation | 2611 State St, Bettendorf, IA 52722-5207 | IA | 1991-06 | $312,283 |
| 7 | Weiler Foundation | 10 Deer Run Dr, Pella, IA 50219-1356 | IA | 2009-12 | $63,285 |
| 8 | Welcome Home Soldier | PO BOX 638, Albia, IA 52531-0638 | IA | 2006-06 | $192,821 |
| 9 | Wellington Park Corporation | 3415 Lafayette Rd, Evansdale, IA 50707 | IA | 1973-03 | $220,335 |
| 10 | Wellman Area Foundation Inc | PO BOX 242, Wellman, IA 52356 | IA | 1995-10 | $4,584 |
| 11 | Wells Family Foundation | PO BOX 3207, Sioux City, IA 51102-3207 | IA | 1997-07 | $5 |
| 12 | Wellsburg Meadowbrook Golf Course Inc | PO BOX 366, Wellsburg, IA 50680-0366 | IA | 1967-06 | $114,676 |
| 13 | Welton Volunteer Fire Company | PO BOX 19, Welton, IA 52774-0019 | IA | 2006-04 | $57,475 |
| 14 | Wesco Industries | 415 S 11th St, Denison, IA 51442-2451 | IA | 1966-12 | $4,516,075 |
| 15 | Wesco Industries Foundation | PO BOX 248, Denison, IA 51442-0248 | IA | 2007-07 | $40,496 |
| 16 | Wesley Mansfield And Irene Mansfield Charitable Foundation | PO BOX 7, Tama, IA 52339-0007 | IA | 1984-11 | $2,215,088 |
| 17 | West Bancorporation Foundation Inc | 1601 22nd St Ste 209, W Des Moines, IA 50266-1408 | IA | 2004-07 | $780,861 |
| 18 | West Branch All Sports Booster Club Inc | PO BOX 445, West Branch, IA 52358-0445 | IA | 2000-11 | $71,649 |
| 19 | West Branch Community Day Care Center Inc | PO BOX 777, West Branch, IA 52358-0777 | IA | 1985-05 | $456,933 |
| 20 | West Central Booster Club Inc | 305 Pember St, Maynard, IA 50655 | IA | 1995-01 | $0 |
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