Farny R Wurlitzer Foundation in Sycamore, Illinois (IL)
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 Illinois
| Farny R Wurlitzer Foundation | |
| Employer Identification Number (EIN) | 166023172 |
| Name of Organization | Farny R Wurlitzer Foundation |
| Address | PO BOX 418, Sycamore, IL 60178-0418 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1949 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $4,056,595 |
| Amount of Income | $2,700,616 |
| Form 990 Revenue Amount | $367,959 |
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 | $367,959 | $109,154 | $111,314 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $63,320 | |||
| Dividends and interest from securities | $45,834 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,160 | |||
| Other | $256,645 | |||
| Total expenses and disbursements | $296,280 | $37,078 | $7,000 | $254,720 |
| Compensation of officers, directors, trustees, etc. | $25,738 | |||
| Total operating and administrative expenses | $56,280 | $37,078 | $14,720 | |
| Contributions, gifts, grants paid | $240,000 | |||
| Excess of revenue over expenses and disbursements | $71,679 | |||
| Net investment income | $72,076 | |||
| Adjusted net income | $104,314 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,056,595 | $4,420,357 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,203,848 | |
| Investments-corporate bonds | $1,662,600 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $190,147 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $4,056,595 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $256,645 |
| 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 | $721 |
| Total credits and payments | $4,567 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $4,567 |
| 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 | $3,846 |
| Amount to be credited to 2012 estimated tax | $3,846 |
| 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 | $4,594,440 |
| Net value of noncharitable-use assets | $4,525,520 |
| Minimum investment return | $226,276 |
| Distributable Amount (for 2011) | |
| Distributable amount | $225,555 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $225,555 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $43,066 |
| 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 Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Farmer City Fair Association | 850 N Grove, Farmer City, IL 61842 | IL | 1937-09 | $157,119 |
| 2 | Farmers Mutual Electric Company | PO BOX 43, Geneseo, IL 61254-0043 | IL | 1937-12 | $2,690,467 |
| 3 | Farmington Bath & Tennis Club | PO BOX 445, Lake Zurich, IL 60047-0445 | IL | 1987-12 | $198,888 |
| 4 | Farmington Central Academic Foundation | PO BOX 21, Trivoli, IL 61569-0021 | IL | 1994-09 | $121,250 |
| 5 | Farmington Chapt 470 Women Of The Moose | 1001 E Fort Street, Farmington, IL 61531 | IL | 1935-08 | $0 |
| 6 | Farmington Legion Club Inc, 140 | PO BOX 49, Farmington, IL 61531-0049 | IL | 1946-03 | $34,931 |
| 7 | Farmington Lodge No 1571 Loyal Order Of Moose, 1571 | 1001 E Fort St, Farmington, IL 61531-9413 | IL | 1935-08 | $386,610 |
| 8 | Farmington Sportsmen Club Inc | PO BOX 244, Hanna City, IL 61536-0244 | IL | 1954-04 | $41,732 |
| 9 | Farnham Foundation, C-O William J Hank | 315 Quail Ridge Dr, Westmont, IL 60559-6144 | IL | 1991-04 | $73,355 |
| 10 | Farnsworth School And Campus Park Foundation | 4844 W Catalpa Ave, Chicago, IL 60630-1544 | IL | 2006-07 | $3,852 |
| 11 | Farny R Wurlitzer Foundation | PO BOX 418, Sycamore, IL 60178-0418 | IL | 1949-08 | $2,700,616 |
| 12 | Farther Foundation | 223 South Elmwood, Oak Park, IL 60302 | IL | 2008-09 | $77,110 |
| 13 | Fashion Group Foundation Of Chicago Inc | PO BOX 4012, Chicago, IL 60654-4012 | IL | 1989-05 | $81,426 |
| 14 | Father Leo Henkel Scholarship Trust | 606 S Main St, Princeton, IL 61356-2070 | IL | 1993-10 | $141,799 |
| 15 | Father Mcgivney Catholic High School | 142 Wilma Dr, Maryville, IL 62062-5435 | IL | 2008-09 | $2,269,433 |
| 16 | Father Paul Foundation Inc | 825 N Belmont, Arlington Heights, IL 60004 | IL | 2006-09 | $8,219 |
| 17 | Father Wasson Legacy Endowment Inc | 134 N Lasalle Street No 500, Chicago, IL 60602 | IL | 2000-04 | $2,906,696 |
| 18 | The Fatherhood Educational Institute | 70 W Madison Street No 14012a, Chicago, IL 60602 | IL | 2000-05 | $20,893 |
| 19 | Fathers Who Care | 3333 W Arthington St Ste 105i, Chicago, IL 60624-4280 | IL | 2003-03 | $101,809 |
| 20 | Fatima Prayer Community | 1600 Rand Road, Des Plaines, IL 60616 | IL | 1985-04 | $0 |
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