William S Sheppley Foundation in Dubuque, 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
| William S Sheppley Foundation | |
| Employer Identification Number (EIN) | 237025826 |
| Name of Organization | William S Sheppley Foundation |
| Address | 1154 Iowa St, Dubuque, IA 52001-4818 |
| Activities | Gifts, grants, or loans to other organizations, Real estate association |
| Subsection | Charitable Organization, Educational Organization, Literary Organization |
| Ruling Date | 06/1969 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $34,311 |
| Amount of Income | $2,942 |
| Form 990 Revenue Amount | $2,942 |
Non-representatives - add comments:
Revenue for 2011
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 | $2,942 | $2,942 | $2,942 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $317 | |||
| Dividends and interest from securities | $2,527 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $98 | |||
| Total expenses and disbursements | $6,468 | $968 | $968 | $6,468 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $968 | $968 | $968 | |
| Contributions, gifts, grants paid | $5,500 | |||
| Excess of revenue over expenses and disbursements | $-3,526 | |||
| Net investment income | $1,974 | |||
| Adjusted net income | $1,974 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $34,311 | $34,311 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,500 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $32,811 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $34,311 | |
| 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 | $20 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $20 |
| 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 | $38,510 |
| Net value of noncharitable-use assets | $37,940 |
| Minimum investment return | $1,897 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,877 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,877 |
| 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 | William & Elsie Bandow Scholarship | 1231 Broadway Ste 300, Denison, IA 51442-2600 | IA | 1984-05 | $1,475 |
| 2 | William A Van Orsdel Family Foundation, Van Orsdel William V Ttee | 512 1/2 E Grand Ave Ste 200, Des Moines, IA 50309-1971 | IA | 2000-04 | $1 |
| 3 | William C & Mary L Krabiel College Opportunity Fund | 223 EAST COURT AVENUE PO BOX 67, Winterset, IA 50273 | IA | 1992-08 | $6,802 |
| 4 | William C Knapp Charitable Foundation | 5000 Westown Pkwy Ste 400, Wdm, IA 50266-5921 | IA | 1985-09 | $1,033,324 |
| 5 | William C Metz Charitable Foundation Ii | 34 W Kings Hwy, Sioux City, IA 51104-1039 | IA | 1997-07 | $25,715 |
| 6 | William G Saunders Trust | 2255 235th St, Mt Pleasant, IA 52641-8582 | IA | 1955-11 | $439 |
| 7 | William George Kuhlmeier Tuwo | 636 Avenue G, Fort Madison, IA 52627-2925 | IA | 1992-02 | $13,417 |
| 8 | William L & Ethel Gund Memorial Fund | 212 W Willow St, Cherokee, IA 51012-1857 | IA | 1965-01 | $152,731 |
| 9 | William Morrison Trust | 505 Second Street, Webster City, IA 50595-1507 | IA | 1971-12 | $129,279 |
| 10 | William R Windsor Charitable Fdn | 100 Court Ave Ste 600, Des Moines, IA 50309-2346 | IA | 1995-12 | $19 |
| 11 | William S Sheppley Foundation | 1154 Iowa St, Dubuque, IA 52001-4818 | IA | 1969-06 | $2,942 |
| 12 | William T Prichard Iii Fund, Prichard William T & M A Co Ttees | 206 Prospect Ter, Davenport, IA 52803-3943 | IA | 1999-11 | $23,249 |
| 13 | William W Smith Endowment Of Ida County Iowa | 500 2nd St, Ida Grove, IA 51445-1305 | IA | 1997-05 | $54,738 |
| 14 | William Zimmerman Foundation | 1603 Pleasant Plain Road, Fairfield, IA 52556-8738 | IA | 1984-03 | $919,829 |
| 15 | Williams Apartments Inc | 1305 Bluff St, Alden, IA 50006-8414 | IA | 1977-08 | $51,146 |
| 16 | Williams Center Inc | PO BOX 639, Oelwein, IA 50662-0639 | IA | 2005-03 | $232,801 |
| 17 | Williamsburg Community Child Care Center | PO BOX 837, Williamsburg, IA 52361-0837 | IA | 1995-06 | $730,580 |
| 18 | Williamsburg Community Preschool Association | PO BOX 1211, Williamsburg, IA 52361-1211 | IA | 2001-05 | $87,990 |
| 19 | Williamsburg Community School District Foundation | PO BOX 8, Williamsburg, IA 52361-0008 | IA | 1998-04 | $2,883,937 |
| 20 | Williamsburg Public Library Foundation | C/O Claypool Law Office Po Box 8, Williamsburg, IA 52361 | IA | 2004-05 | $21,118 |
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