Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee in Lasalle, Illinois (IL)

Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee
Employer Identification Number (EIN)	936122496
Name of Organization	Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee
In Care of Name	Hometown National Bank
Address	260 Bucklin St, Lasalle, IL 61301-2344
Activities	Scholarships (other)
Subsection	Educational Organization
Ruling Date	03/1980
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	05/2014
Assets	$1,000,000 to $4,999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,294,875
Amount of Income	$308,600
Form 990 Revenue Amount	$82,110

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$71,469	$71,469	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$6,175
Dividends and interest from securities	$43,708
Gross rents	$0
Gross sales price for all assets	$258,717
Gross profit from sales of goods	$0
Other income	$0
Other	$21,586
Total expenses and disbursements	$91,744	$7,009	$0	$84,282
Compensation of officers, directors, trustees, etc.	$14,019
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$2,225
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$16,744	$7,009		$9,282
Contributions, gifts, grants paid	$75,000
Excess of revenue over expenses and disbursements	$-20,275
Net investment income		$64,460
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$1,360,726	$1,657,049	$1,315,150	$1,704,007	$1,294,875	$1,755,730
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$444,758		$555,191		$508,058
Investments-corporate bonds	$611,187		$417,263		$462,266
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$1,360,726		$1,315,150		$1,294,875

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$22,304	$1,483	$21,586
Net capital loss	$0	$0	$0

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$1,504	$977	$1,289
Total credits and payments	$1,352	$1,504	$980
Current year estimated tax payments and previous year's overpayment credited to current year	$1,352	$1,504	$980
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$309
Overpayment		$527	$0
Amount to be credited to next year's estimated tax	$0	$527	$0

	2012	2013	2014
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	Yes	Yes	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$1,653,057	$1,671,111	$1,692,998
Net value of noncharitable-use assets		$1,569,768	$1,601,254
Minimum investment return	$77,402	$78,488	$80,063

	2012	2013	2014
Distributable Amount
Distributable amount	$75,898	$77,511	$78,774

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$75,898	$77,511	$78,774
Undistributed income for this year. This amount must be distributed in the next year	$33,735	$18,477	$12,969

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

Supplementary Information (for 2014)
Grants approved for future payment	$171,394

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$6,175	$0
Dividends and interest from securities	$43,708	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee to others? (optional)

Yes

Add photo of Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (3.145.63.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Positive Pathways Of Chicago in Chicago, IL
Sequoia Farm Foundation in Decatur, IL
Chicago Assembly Foundation in Chicago, IL
Edgar Baillie Ministries Inc in Elgin, IL
Lawrence County Humane Society in Lawrenceville, IL
Pawsitively Famous Inc in Peotone, IL
Rock River Valley Traffic Club in Rockford, IL
Ruach Center Inc in Woodstock, IL
Wavering Fam Charitable Foundation in Chicago, IL
Chicago Couture Fashion Week Inc in Chicago, IL

Recently Added Reviews

Positive Pathways Of Chicago in Chicago, IL

Sequoia Farm Foundation in Decatur, IL

Chicago Assembly Foundation in Chicago, IL

Edgar Baillie Ministries Inc in Elgin, IL

Lawrence County Humane Society in Lawrenceville, IL

Pawsitively Famous Inc in Peotone, IL

Rock River Valley Traffic Club in Rockford, IL

Ruach Center Inc in Woodstock, IL

Wavering Fam Charitable Foundation in Chicago, IL

Chicago Couture Fashion Week Inc in Chicago, IL

Id	Name	Address	State	Established	Total Income
Other organizations in Illinois
1	Franciscan Seniors Kenosha Inc	PO BOX 667, Wheaton, IL 60187-0667	IL	1946-03	$393,821
2	Frank & Alice Godeke Scholarship Fund	PO BOX 100, Olney, IL 62450-0100	IL	2004-12	$80,894
3	Frank & Denise Manta Charitable Tr, Manta Mark F & Despina T Co-Ttees	13249 Lahinch Dr, Orland Park, IL 60462-1133	IL	2004-10	$7,326
4	Frank & Fay Katlin Foundation	1910 Techny Rd, Northbrook, IL 60062-5308	IL	2000-06	$85,101
5	Frank & Mafalda Logiudice-Geneseo Trust	PO BOX 89, Geneseo, IL 61254-0089	IL	2003-11	$590
6	Frank & Trudy Ward Family Foundation	6500 Hillcrest Dr, Burr Ridge, IL 60527-5705	IL	2002-10	$1
7	Frank And Edith@catt Educational Fund In Trust, Snyders Donald W Member	1000 S State St, Jerseyville, IL 62052-2356	IL	1999-04	$884,649
8	Frank And Lois Noonan Charitablefoundation, Alan H Hammerman Ttee	2700 Patriot Blvd Ste 170, Glenview, IL 60026-8063	IL	2006-05	$166,706
9	Frank And Marie Beiswenger Foundation	PO BOX 429, Fairfield, IL 62837-0429	IL	2001-07	$913
10	Frank And Olga Lynn Educational Foundation Inc, Lynn William Ttee	25 Burning Tree Dr, Chatham, IL 62629-1505	IL	1990-12	$6,351
11	Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee	260 Bucklin St, Lasalle, IL 61301-2344	IL	1980-03	$308,600
12	Frank D Trznadel Jr Foundation	1705 Cornell Ct, Lake Forest, IL 60045-5116	IL	1987-11	$540
13	Frank E & Seba B Payne Foundation 31-55459-5	135 S Lasalle St, Chicago, IL 60603-4177	IL	1963-10	$68,813,440
14	Frank Foundation Tr	135 S Lasalle St, Chicago, IL 60603-4177	IL	1998-11	$774,269
15	Frank Hren Foundation	9401 Waukegan Rd, Morton Grove, IL 60053-1353	IL	1999-06	$103,942
16	Frank J Banker Charities Inc	1010 Valley View Dr, Fulton, IL 61252-1945	IL	1983-03	$1
17	Frank Kottrasch Trust, C-O Northern Trust Bank-Lake Forest	PO BOX 803878, Chicago, IL 60680-3878	IL	1991-11	$370,203
18	Frank L Jr & Margaret T@klapperich Foundation	345 Woodley Rd, Winnetka, IL 60093-3740	IL	1997-05	$18,754
19	Frank R And Juanita B Bellavia Foundation	40w386 William C Bryant, St Charles, IL 60175	IL	2001-02	$15,956
20	Frank W & Nancy S Considine Foundation	1504 Primrose Ln, Glenview, IL 60026-7772	IL	1994-03	$152,785

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee and has no official or unofficial affiliation with Frank C Wagenknecht-Lasalle 4-6856 Mr Francis Bichl Jr Ttee