Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke in Glenview, Illinois (IL)

Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke
Employer Identification Number (EIN)	366961931
Name of Organization	Peter G Wagner Charitable Foundation
Secondary Name	C-O Mr Kenneth Cooke
In Care of Name	Glenview State Bank Ttee
Address	Glenview State Bank 800 Waukegan, Glenview, IL 60025
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	12/1991
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,784,435
Amount of Income	$558,071
Form 990 Revenue Amount	$153,181

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$50,343	$57,841	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$10
Dividends and interest from securities	$57,831
Gross rents	$0
Gross sales price for all assets	$500,230
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$126,779	$0	$0	$106,398
Compensation of officers, directors, trustees, etc.	$20,366
Pension plans, employee benefits	$0
Legal fees	$4,413
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$24,794	$0		$4,413
Contributions, gifts, grants paid	$101,985
Excess of revenue over expenses and disbursements	$-76,436
Net investment income		$57,841
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$1,936,565	$2,034,490	$1,860,280	$2,039,707	$1,784,435	$2,330,841
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$999,802		$996,858		$1,060,958
Investments-corporate bonds	$788,504		$795,416		$580,592
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$1		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$1,936,565		$1,860,280		$1,784,435

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$91,560	$0	$0
Net capital loss	$0	$-6,824	$-7,498

	2011	2012	2013
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	$3,064	$1,235	$1,157
Total credits and payments	$752	$3,064	$1,236
Current year estimated tax payments and previous year's overpayment credited to current year	$752	$3,064	$1,236
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	$0
Overpayment		$1,829	$79
Amount to be credited to next year's estimated tax	$0	$1,236	$79

	2011	2012	2013
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

	2011	2012	2013
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?	Yes	Yes	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	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?	No	No	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	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

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$2,120,379	$2,090,846	$2,215,540
Net value of noncharitable-use assets		$2,059,483	$2,182,307
Minimum investment return	$104,429	$102,974	$109,115

	2011	2012	2013
Distributable Amount
Distributable amount	$101,365	$101,739	$107,958

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$101,365	$101,739	$107,958
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$10	$0
Dividends and interest from securities	$57,831	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
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 Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke to others? (optional)

Yes

Add photo of Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke (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 (3.15.2.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	Peter And Crissy Cherry Charitable Foundation	449 E Illinois Rd, Lake Forest, IL 60045-2354	IL	1987-03	$3,669
2	Peter And Irene Palumbo Scholarship Fund	C/O Linda Cannon 2155 Point Blvd No, Elgin, IL 60123	IL	2007-04	$18,914
3	Peter And Linda Karmin Family Foundation	337 N Deere Park Dr E, Highland Park, IL 60035-5349	IL	2008-09	$39,019
4	Peter And Paula Fasseas Foundation	C/O Peter Fasseas 1933 Marcey, Chicago, IL 60614	IL	1996-01	$7,622,388
5	Peter And Penelope West Charitable Fund	PO BOX 143, Lake Forest, IL 60045-0143	IL	1997-01	$23,105
6	Peter And Thalia Anest Family Foundation	380 Fox Run Rd, Libertyville, IL 60048-2424	IL	1999-11	$198,878
7	Peter Claver Center	PO BOX 417, Joliet, IL 60434-0417	IL	1978-08	$107,279
8	Peter Claver Senior Housing Corp	721 N La Salle St 5th Floor, Chicago, IL 60654-3503	IL	1946-03	$801,930
9	Peter D And Carol Goldman Foundation	219 Cary Ave, Highland Park, IL 60035-4721	IL	1991-02	$1,336,091
10	Mission Eurasia Inc	218 W Willow 2nd Floor, Wheaton, IL 60187-5239	IL	1991-10	$4,885,488
11	Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke	Glenview State Bank 800 Waukegan, Glenview, IL 60025	IL	1991-12	$558,071
12	Peter S Willmott Foundation, C-O Peter S Willmott	333 N Michigan Ave Ste 2211, Chicago, IL 60601-4035	IL	1991-01	$59,186
13	Peters Family Foundation	1103 Kenmare Dr, Burr Ridge, IL 60527-6995	IL	1997-02	$32
14	Peterson Meadows Inc	1001 E Touhy Ave Ste 50, Des Plaines, IL 60018-5817	IL	1993-08	$3,202,258
15	Peterson-Pulaski Business & Industrial Council	5724 N Pulaski Road, Chicago, IL 60646-6820	IL	1995-01	$75,211
16	Petroleum Club Of Olney	1003 W Main St, Olney, IL 62450-1101	IL	1956-05	$208,535
17	Petrovich Family Foundation	6618 Saint James Ct, Downers Grove, IL 60516-3032	IL	2009-02	$411,303
18	Pets & Pals Charities Ltd	PO BOX 707, La Grange, IL 60525-0707	IL	1999-12	$95,168
19	Pets For Seniors	PO BOX 64, Edwards, IL 61528-0064	IL	2000-03	$221,391
20	Pets In Need, Richard A Van Der Busscher	PO BOX 58, Ringwood, IL 60072-0058	IL	1992-06	$71,301

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke and has no official or unofficial affiliation with Peter G Wagner Charitable Foundation, C-O Mr Kenneth Cooke