Nellie Shultz Trust Fbo United Church Of Christ Eureka Ks in Saint Louis, 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
- Other organizations in Missouri
| Nellie Shultz Trust Fbo United Church Of Christ Eureka Ks | |
| Employer Identification Number (EIN) | 486185087 |
| Name of Organization | Nellie Shultz Trust Fbo United Church Of Christ Eureka Ks |
| In Care of Name | Merchants Natl Bank Trust Dept |
| Address | PO BOX 387, Saint Louis, MO 63166-0387 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $56,730 |
| Amount of Income | $5,993 |
| Form 990 Revenue Amount | $2,961 |
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 | $2,961 | $2,596 | $365 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,585 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $365 | |||
| Other | $1,011 | |||
| Total expenses and disbursements | $7,759 | $1,723 | $0 | $5,705 |
| Compensation of officers, directors, trustees, etc. | $1,690 | |||
| Total operating and administrative expenses | $3,204 | $1,723 | $1,150 | |
| Contributions, gifts, grants paid | $4,555 | |||
| Excess of revenue over expenses and disbursements | $-4,798 | |||
| Net investment income | $873 | |||
| Adjusted net income | $365 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $56,730 | $61,899 |
| Cash - non-interest-bearing | $363 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $55,340 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,027 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $56,730 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,011 |
| 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 | $17 |
| Total credits and payments | $148 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $148 |
| 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 |
| Overpayment | $131 |
| Amount to be credited to 2012 estimated tax | $20 |
| 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? | Yes |
| 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 | $64,905 |
| Net value of noncharitable-use assets | $63,940 |
| Minimum investment return | $3,197 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,180 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,180 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $1,336 |
| 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 Missouri | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Necac Support Inc | 16 N Court Street, Bowling Green, MO 63334 | MO | 1990-03 | $0 |
| 2 | Neeb Family Foundation | 1398 W Adams Ave, Saint Louis, MO 63122-3704 | MO | 2005-01 | $1,770,471 |
| 3 | Negro Leagues Baseball Museum Inc | 1616 E 18th St Second Floor, Kansas City, MO 64108-1610 | MO | 1991-03 | $2,305,297 |
| 4 | Nehemiah World Foundation | 10912 Poplar Ave, Kansas City, MO 64137 | MO | 2001-04 | $0 |
| 5 | Neighborhood Council | 3808 W Florissant Ave, St Louis, MO 63107-1621 | MO | 1993-11 | $261,893 |
| 6 | Neighborhood Housing Services Of Kansas City Inc | Suite 200, Kansas City, MO 64110 | MO | 1974-11 | $2,017,249 |
| 7 | Neighborhood Partners Inc | 1100 Frederick Ave Ste 101a, St Joseph, MO 64501-2341 | MO | 1997-06 | $0 |
| 8 | Foundation For Project-Based Learning | 800 Market Street Suite 500, Saint Louis, MO 63101 | MO | 2002-05 | $0 |
| 9 | Neighbors Credit Union | 6300 S Lindbergh Blvd, St Louis, MO 63123-7804 | MO | 1969-04 | $20,162,195 |
| 10 | Nell Holcomb R-Iv School District Foundation Inc | 6547 State Highway 177, Cpe Girardeau, MO 63701-8690 | MO | 2011-12 | $134,787 |
| 11 | Nellie Shultz Trust Fbo United Church Of Christ Eureka Ks | PO BOX 387, Saint Louis, MO 63166-0387 | MO | $5,993 | |
| 12 | Nemo Senior Citizens Service Corp | PO BOX 203, Kirksville, MO 63501-0203 | MO | 1978-08 | $713,634 |
| 13 | Nemo Workforce Investment Board Inc | 111 E Monroe St, Paris, MO 65275-1067 | MO | 2000-09 | $1,536,599 |
| 14 | Neok Reinsurance Co Ltd | 532 S Main St, Joplin, MO 64801-2314 | MO | 2005-08 | $113,739 |
| 15 | Neosho Area Business & Industrial Foundation | PO BOX 605, Neosho, MO 64850-0605 | MO | 1989-02 | $601,687 |
| 16 | Neosho Christian Schools | 903 W South St, Neosho, MO 64850-2067 | MO | 2000-06 | $853,701 |
| 17 | Neosho Crosslines Ministries Inc | PO BOX 123, Neosho, MO 64850-0123 | MO | 1989-07 | $274,981 |
| 18 | Neosho Ioof Cemetery Inc | PO BOX 233, Neosho, MO 64850-0233 | MO | 1987-04 | $61,063 |
| 19 | Neosho Land Development Inc | PO BOX 180, Neosho, MO 64850-0180 | MO | 1997-06 | $4,052 |
| 20 | Neosho R-5 School District Charitable Foundation | 418 Fairground Rd, Neosho, MO 64850-1626 | MO | 2001-03 | $70,030 |
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