Ernest & Lillian Swanson Memorial Scholarship Tr in Cape Girardeau, Missouri (MO)
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
- Organizations performing similar types of work
| Ernest & Lillian Swanson Memorial Scholarship Tr | |
| Employer Identification Number (EIN) | 431713377 |
| Name of Organization | Ernest & Lillian Swanson Memorial Scholarship Tr |
| In Care of Name | Us Bank Trust |
| Address | 6094 State Hwy 177, Cape Girardeau, MO 63701-8688 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $280,348 |
| Amount of Income | $410,083 |
| Form 990 Revenue Amount | $8,876 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2012: $410,083 (it was $8,876 in 2011)
| This organization: | $410,083 |
| Other organizations performing similar types of work: | $28,375 |
Assets in 2012: $280,348 (it was $280,342 in 2011)
| This organization: | $280,348 |
| Other organizations performing similar types of work: | $187,627 |
Expenses in 2012: $11,970
| Ernest & Lillian Swanson Memorial Scholarship Tr: | $11,970 |
| Other organizations performing similar types of work: | $11,970 |
Income to expenses ratio in 2012: 34.3
| This organization: | 34.3 |
| Other organizations performing similar types of work: | 2.1 |
Revenue for 2012
Expenses for 2012
Assets 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 | $11,976 | $11,976 | $11,504 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,705 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,271 | |||
| Total expenses and disbursements | $11,970 | $6,670 | $6,670 | $5,300 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,670 | $6,670 | $0 | |
| Contributions, gifts, grants paid | $5,300 | |||
| Excess of revenue over expenses and disbursements | $6 | |||
| Net investment income | $5,306 | |||
| Adjusted net income | $4,834 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $280,348 | $297,467 |
| Cash - non-interest-bearing | $100 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $270,137 | |
| Other | $10,111 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $280,348 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,271 |
| 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 | $106 |
| Total credits and payments | $12 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $94 |
| 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? | Yes |
| 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? | Yes |
| 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 | $288,119 |
| Net value of noncharitable-use assets | $283,800 |
| Minimum investment return | $14,190 |
| 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 | $4,834 | $0 | $326 | $2,344 | $7,504 |
| Qualifying distributions made directly for active conduct of exempt activities | $5,300 | $3,700 | $3,995 | $5,500 | $18,495 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $9,460 | $9,622 | $8,845 | $7,654 | $35,581 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Western Wyoming College Foundation | PO BOX 880, Rock Springs, WY 82902-0880 | WY | 1968-09 | $1,982,543 |
| 2 | Ernest & Lillian Swanson Memorial Scholarship Tr | 6094 State Hwy 177, Cape Girardeau, MO 63701-8688 | MO | 1995-08 | $410,083 |
| 3 | Robert W And Caroline A Fernstrum Scholarship Foundation | PO BOX 137, Marinette, WI 54143-0137 | WI | 1996-06 | $322,835 |
| 4 | Robert A And Lynn I Doneff Foundation Inc | 7833 Dock Rd, Egg Harbor, WI 54209-9628 | WI | 1997-02 | $157,789 |
| 5 | Tap Team Two & Company Inc | 4905 Park Side Ave, Philadephia, PA 19131 | PA | 1996-10 | $125,142 |
| 6 | The Tim And Lillian Soldwedel Foundation | PO BOX 11356, Clayton, MO 63105-0156 | MO | 1996-10 | $68,104 |
| 7 | Richland Music Boosters Inc | PO BOX 5282, Johnstown, PA 15904-5282 | PA | 1993-08 | $58,102 |
| 8 | The North Platte Foundation | PO BOX 68, Dearborn, MO 64439-0068 | MO | 1996-01 | $27,262 |
| 9 | Spencer Scholarship Foundation | 42488 N 108th St, Scottsdale, AZ 85262-5234 | AZ | 1996-06 | $6,115 |
| 10 | The Winokur Family Foundation | 40 Trent Rd, Wynnewood, PA 19096-3707 | PA | 1995-09 | $4,684 |
| 11 | Oak Ridge Jaycees Foundation | 125 Newport Drive, Oak Ridge, TN 37830 | TN | 1998-07 | $2,060 |
| 12 | Fleur De Lis Foundation | PO BOX 440172, Saint Louis, MO 63144-4172 | MO | 1996-05 | $1,880 |
| 13 | Dent County Livestock Educational Association | 1541 County Road 2540, Salem, MO 65560-4109 | MO | 1995-11 | $1,452 |
| 14 | Board Of Directors Of The South Harrison R-Ii Of The South Dis | PO BOX 445, Bethany, MO 64424-0445 | MO | 1996-04 | $1,307 |
| 15 | Theodora B Brown Scholarship Fund Inc | 2 El Dorado Way, Neptune, NJ 07753-3184 | NJ | 1996-06 | $233 |
| 16 | Shane Chadwick Memorial Scholarship Fund | PO BOX 667, Chester, MT 59522-0667 | MT | 1996-02 | $158 |
| 17 | Auxiliary To The Mound City Medical Forum | 15379 Squires Way Drive, Chesterfield, MO 63017 | MO | 1996-03 | $0 |
| 18 | Ferguson Rotary Club Foundation Inc | 700 James S Mcdonnell Blvd, Hazelwood, MO 63147 | MO | 1996-03 | $0 |
| 19 | Kansas City Chapter Of The National Black Mba Association Inc | Po Box 414661, Kansas City, MO 64108 | MO | 1996-10 | $0 |
| 20 | Young Angels Memorial Committee | 6905 E 129 St, Grandview, MO 64030 | MO | 1997-01 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||
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| Total | 59 | ||||||||||||||||||||||||||||||||||||||||||
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