Dorothy Shanafelt Douglass Trust 70049200, Wells Fargo Bank N A in Omaha, Nebraska (NE)
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 Nebraska
| Dorothy Shanafelt Douglass Trust 70049200, Wells Fargo Bank N A | |
| Employer Identification Number (EIN) | 356447006 |
| Name of Organization | Dorothy Shanafelt Douglass Trust 70049200 |
| Secondary Name | Wells Fargo Bank N A |
| In Care of Name | Wells Fargo Bank Na |
| Address | 1919 Douglas St 2nd Fl Mac N8000-02, Omaha, NE 68102-1310 |
| 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 | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $76,316 |
| Amount of Income | $17,556 |
| Form 990 Revenue Amount | $22,725 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $22,725 | $22,679 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,929 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $20,796 | |||
| Total expenses and disbursements | $19,234 | $2,289 | $0 | $16,803 |
| Compensation of officers, directors, trustees, etc. | $3,000 | |||
| Total operating and administrative expenses | $9,274 | $2,289 | $6,843 | |
| Contributions, gifts, grants paid | $9,960 | |||
| Excess of revenue over expenses and disbursements | $3,491 | |||
| Net investment income | $20,390 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $81,170 | $81,170 |
| 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 | $81,170 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $81,170 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $20,796 |
| 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 | $204 |
| Total credits and payments | $127 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $127 |
| 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 | $77 |
| 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? | 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 | $89,737 |
| Net value of noncharitable-use assets | $88,400 |
| Minimum investment return | $4,420 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,216 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,216 |
| 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 Nebraska | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Donald E Nielsen Foundation Inc | PO BOX 62, Oakland, NE 68045-0062 | NE | 2006-08 | $1,563,438 |
| 2 | Economy Data Foundation | 11342 Pine St, Omaha, NE 68144-1883 | NE | 1980-12 | $79,483 |
| 3 | Edward S And Josephine Wendorf Foundation | 1919 Douglas St 2nd Fl, Omaha, NE 68102-1310 | NE | 1987-01 | $611,804 |
| 4 | Doniphan Area Recreation Association Inc | 103 West Pine Street, Doniphan, NE 68832 | NE | 1989-01 | $55,141 |
| 5 | Doniphan Economic Development Corporation | PO BOX 189, Doniphan, NE 68832-0189 | NE | 2006-01 | $199,303 |
| 6 | Doniphan Education Foundation | PO BOX 300, Doniphan, NE 68832-0300 | NE | 1994-11 | $68,390 |
| 7 | Donors Trust | 10050 Regency Cir Ste 101, Omaha, NE 68114-3721 | NE | 2008-10 | $20,866,173 |
| 8 | Doris P Fry Trust 20796100 | 1919 Douglas St 2nd Fl Macn8000-027, Omaha, NE 68102-1310 | NE | $55,183 | |
| 9 | Dorothy Day House Catholic Worker | 4123 Lafayette Ave, Omaha, NE 68131 | NE | 2004-12 | $0 |
| 10 | Dorothy E Swanson Charitable Trust, Lauer James V & Janet E Ttee | 9412 Kader Ct, Plattsmouth, NE 68048-4771 | NE | 2002-02 | $435,140 |
| 11 | Dorothy Shanafelt Douglass Trust 70049200, Wells Fargo Bank N A | 1919 Douglas St 2nd Fl Mac N8000-02, Omaha, NE 68102-1310 | NE | $17,556 | |
| 12 | Douglas County Deputy Sheriffs Foundation | 14858 Jaynes Street, Omaha, NE 68116 | NE | 2008-08 | $0 |
| 13 | Douglas County Farm Bureau | 10835 Cottonwood Ln, Omaha, NE 68164-2677 | NE | 1972-06 | $112,735 |
| 14 | Douglas County Historical Society | 5730 N 30th St 11b, Omaha, NE 68111-1600 | NE | 1959-05 | $387,737 |
| 15 | Douglas County Health Center Foundation Inc | 4102 Woolworth Ave, Omaha, NE 68105-1851 | NE | 1995-11 | $39,648 |
| 16 | Down Syndrome Association For Families | 6425 Taylor Park Dr, Lincoln, NE 68510-2329 | NE | 2002-10 | $105,619 |
| 17 | Downtown Boxing Club Inc | 4959 Dumfries Cir, Omaha, NE 68157-2414 | NE | 1990-12 | $40,530 |
| 18 | Downtown Lincoln Association | 206 S 13th Street, Lincoln, NE 68508-2040 | NE | 1978-11 | $749,283 |
| 19 | Downtown Lincoln Bid Association | 206 S 13th St Ste 101, Lincoln, NE 68508-2010 | NE | 2001-02 | $1,014,238 |
| 20 | Downtown Lincoln Foundation | 206 S 13th St Ste 101, Lincoln, NE 68508-2010 | NE | 1991-09 | $111,023 |
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