Wenzel Family Foundation, Richard J Wenzel Jr Ttee in Chevy Chase, Maryland (MD)
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 Maryland
| Wenzel Family Foundation, Richard J Wenzel Jr Ttee | |
| Employer Identification Number (EIN) | 276982353 |
| Name of Organization | Wenzel Family Foundation |
| Secondary Name | Richard J Wenzel Jr Ttee |
| Address | 5305 Chamberlin Ave, Chevy Chase, MD 20815-6644 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2014 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $225,623 |
| Amount of Income | $3,160 |
| Form 990 Revenue Amount | $1,178 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Expenses for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $452 | $452 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $452 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,529 | $1,235 | $0 | $5,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,529 | $1,235 | $0 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $-7,077 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $236,570 | $236,570 |
| Cash - non-interest-bearing | $236,570 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $2,829 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,829 | |
| Total liabilities and net assets/fund balances | $233,741 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $236,986 |
| Net value of noncharitable-use assets | $233,440 |
| Minimum investment return | $11,672 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,672 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,672 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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 Maryland | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Maryland Veterinary Medical Association | 2700 Church Creek Ln, Edgewater, MD 21037 | MD | 1992-12 | $3,340 |
| 2 | Mr Boh Lacrosse Club | 29 Harlan Cv, Berlin, MD 21811-9423 | MD | 2013-01 | $3,500 |
| 3 | My Sisters Place Womens Center Fund | 1966 Greenspring Drive Suite 200, Timonium, MD 21093 | MD | 1946-03 | $42,133 |
| 4 | Optimist International, Northwest Baltimore Optimist Club | 803 Old County Rd, Severna Park, MD 21146 | MD | 1958-07 | $3,735 |
| 5 | Parent Booster Usa Inc, Qachs Football Boosters Inc | Po Box 543, Centreville, MD 21617 | MD | 2005-10 | $35,687 |
| 6 | National Association Of Power Engineers Inc | 5505 Lambeth Rd, Bethesda, MD 20814 | MD | 1947-04 | $33,974 |
| 7 | Pta Maryland Congress Monocacy Elementary | 18801 Barnesville Road, Dickerson, MD 20842 | MD | 1969-05 | $7,916 |
| 8 | Pta Maryland Congress Of Parents & Teachers Inc, Leonardtown Middle School Pta | 24015 Point Lookout Rd, Leonardtown, MD 20650 | MD | 1969-05 | $6,795 |
| 9 | Road Runners Club Of America, Annapolis Half Marathon | 264 King George St, Annapolis, MD 21401-1624 | MD | 1976-03 | $374,599 |
| 10 | Trout Unlimited | 2728 Bachman Rd, Manchester, MD 21102 | MD | 1972-03 | $167 |
| 11 | Wenzel Family Foundation, Richard J Wenzel Jr Ttee | 5305 Chamberlin Ave, Chevy Chase, MD 20815-6644 | MD | 2014-05 | $3,160 |
| 12 | Woodside Park Civic Asso Inc | 1422 Highland Dr, Silver Spring, MD 20910 | MD | 1933-03 | $18,603 |
| 13 | Community Auto Finance Association Inc | 7250 Parkway Drive Suite 510, Hanover, MD 21076 | MD | 2011-09 | $8,750 |
| 14 | Eastern Shore Shrm Inc | Po Box 3778, Salisbury, MD 21802 | MD | 2009-01 | $26,587 |
| 15 | National Active & Retired Employees | 9845 Martingham Circle, Saint Michaels, MD 21663 | MD | 1963-10 | $3,021 |
| 16 | National Association Of Housing Cooperatives, Potomac Assoc Of Housing Cooperativ | 1739 E Fairmount Ave, Baltimore, MD 21231-1516 | MD | 2004-01 | $29,840 |
| 17 | Professional Handlers Association Inc | 17017 Norbrook Dr, Olney, MD 20832 | MD | 1985-04 | $34,318 |
| 18 | Pta Maryland Congress Of Parents & Teachers Inc, Lettie Marshall Dent Pta | 37840 New Market Turner Road, Mechanicsville, MD 20659 | MD | 1969-05 | $22,360 |
| 19 | Pta Maryland Congress Of Parents Smithsburg Elementary | 67 North Main Street, Smithsburg, MD 21783 | MD | 1969-05 | $53,069 |
| 20 | Aquarian Friends Inc | 379 A Canyon Court 379 A Canyon Court, Lusby, MD 20657 | MD | 1977-03 | $1,841,733 |
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