Wilkie Brothers Foundation in Wheeling, 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
| Wilkie Brothers Foundation | |
| Employer Identification Number (EIN) | 362226189 |
| Name of Organization | Wilkie Brothers Foundation |
| Address | 1480 S Wolf Rd, Wheeling, IL 60090-6514 |
| Activities | Fair, Industry trade shows, Other school related activities |
| Subsection | Charitable Organization, Educational Organization, Scientific Organization |
| Ruling Date | 03/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $605,191 |
| Amount of Income | $19,093 |
| Form 990 Revenue Amount | $18,496 |
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 | $18,496 | $19,093 | $19,093 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $19,092 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $20,879 | $5,879 | $5,879 | $15,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,879 | $5,879 | $0 | |
| Contributions, gifts, grants paid | $15,000 | |||
| Excess of revenue over expenses and disbursements | $-2,383 | |||
| Net investment income | $13,214 | |||
| Adjusted net income | $13,214 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $605,191 | $605,191 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $600,064 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $5,127 | |
| Total liabilities | $9,900 | |
| Mortgages and other notes payable | $0 | |
| Other | $9,900 | |
| Total liabilities and net assets/fund balances | $595,291 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-597 |
| 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 | $265 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $265 |
| 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? | 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 | $631,631 |
| Net value of noncharitable-use assets | $622,160 |
| Minimum investment return | $31,108 |
| Distributable Amount (for 2011) | |
| Distributable amount | $31,108 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $31,108 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $31,108 |
| 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 | Wieland Family Foundation, C- R Richard Wieland Ii | 10 Ambrose Ln, S Barrington, IL 60010-9501 | IL | 1993-02 | $50,461 |
| 2 | Wiet Family Foundation | 168 Foxborough Pl, Burr Ridge, IL 60527-6481 | IL | 2002-05 | $11,016 |
| 3 | Wilbert J Austin Professorship Of Engineering Tr Nect | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1976-03 | $861,274 |
| 4 | Wildcat Wrestling Club Inc | 3820 Timbers Edge Ln, Glenview, IL 60025-1483 | IL | 1976-11 | $105,658 |
| 5 | Wilderness Classroom Organization | 4605 Grand Ave, Western Sprgs, IL 60558-1548 | IL | 2002-05 | $58,873 |
| 6 | Wilderness Research Foundation | PO BOX 2593, Chicago, IL 60690-2593 | IL | 1959-10 | $32 |
| 7 | Wildkit Swimming Organization | 5309 N Lynch Ave, Chicago, IL 60630-1427 | IL | 1994-05 | $263,337 |
| 8 | Wildlife Prairie Shops Inc | 3826 N Taylor Rd, Hanna City, IL 61536-9638 | IL | 1979-04 | $98,739 |
| 9 | Wilemal Fund | 200 W Madison St Ste 3400, Chicago, IL 60606-3600 | IL | 1965-04 | $2,908,142 |
| 10 | Wilhelmine Ratermann Charitable Remainderr Unitrust 04182001, Rose Leonard Ttee | PO BOX 640, Salem, IL 62881-0640 | IL | 2005-01 | $39,022 |
| 11 | Wilkie Brothers Foundation | 1480 S Wolf Rd, Wheeling, IL 60090-6514 | IL | 1953-03 | $19,093 |
| 12 | Will Buy Locally Inc | 2321 Plainfield Rd, Crest Hill, IL 60403-1812 | IL | 2009-03 | $11,932 |
| 13 | Will County Bar Assoc | 167 N Ottawa St Ste 200, Joliet, IL 60432-4149 | IL | 1979-05 | $126,241 |
| 14 | Will County Center For Community Concerns Inc | 2455 Glenwood Avenue, Joliet, IL 60435-5464 | IL | 1996-03 | $9,091,801 |
| 15 | Will County Community Action Building Corporation | 2455 Glenwood Avenue, Joliet, IL 60435-5464 | IL | 1999-10 | $66,369 |
| 16 | Will County Fair Association | PO BOX 578, Peotone, IL 60468-0578 | IL | 1966-12 | $456,470 |
| 17 | Will County Farm Bureau | 100 Manhattan Road, Joliet, IL 60433-2757 | IL | 1926-04 | $631,608 |
| 18 | Will County Farm Bureau Foundation | 100 Manhattan Road, Joliet, IL 60433 | IL | 1987-12 | $50,409 |
| 19 | Will County Governmental League | 3180 Theodore St Ste 101, Joliet, IL 60435-8520 | IL | 1984-07 | $499,492 |
| 20 | Will County Historical Society | 803 S State St, Lockport, IL 60441-3433 | IL | 1968-07 | $42,997 |
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