Joy Spiva Cragin Charitable Trust in Milwaukee, Wisconsin (WI)

Joy Spiva Cragin Charitable Trust
Employer Identification Number (EIN)	436365083
Name of Organization	Joy Spiva Cragin Charitable Trust
In Care of Name	Firstar Bank Ttee
Address	PO BOX 634, Milwaukee, WI 53201-0634
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	05/1990
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	09/2014
Assets	$500,000 to $999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$616,491
Amount of Income	$699,331
Form 990 Revenue Amount	$13,734

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	$49,837	$49,837	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$16,894
Gross rents	$0
Gross sales price for all assets	$308,174
Gross profit from sales of goods	$0
Other income	$0
Other	$32,943
Total expenses and disbursements	$32,404	$5,999	$0	$25,750
Compensation of officers, directors, trustees, etc.	$5,738
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$750
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$7,404	$5,999		$750
Contributions, gifts, grants paid	$25,000
Excess of revenue over expenses and disbursements	$17,433
Net investment income		$43,838
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	$596,176	$584,489	$581,895	$639,281	$599,347	$663,839
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$62,171		$26,302		$0
Investments-corporate stock	$391,271		$467,552		$525,925
Investments-corporate bonds	$121,574		$84,834		$58,951
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	$596,176		$581,895		$599,347

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$5,786	$32,943
Net capital loss	$-4,235	$0	$0

	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	$244	$170	$438
Total credits and payments	$286	$438	$827
Current year estimated tax payments and previous year's overpayment credited to current year	$286	$438	$827
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		$268	$389
Amount to be credited to next year's estimated tax	$42	$172	$389

	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	$644,058	$613,646	$641,240
Net value of noncharitable-use assets		$604,441	$631,621
Minimum investment return	$31,720	$30,222	$31,581

	2011	2012	2013
Distributable Amount
Distributable amount	$31,476	$30,052	$31,143

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$31,476	$30,052	$31,143
Undistributed income for this year. This amount must be distributed in the next year	$26,024	$25,326	$30,719

	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	$0	$0
Dividends and interest from securities	$16,894	$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 Joy Spiva Cragin Charitable Trust to others? (optional)

Yes

Add photo of Joy Spiva Cragin Charitable Trust (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 (3.138.34.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
Wisconsin Conservatory Of Music Inc in Milwaukee, WI
Milwaukee Striders Track Club Inc, Joe Sims' Milwaukee Striders Track Club in Milwaukee, WI
Mama Deltas Lovehouse in Milwaukee, WI
Ezekiel Community Development Corporation in Milwaukee, WI
Journeys To Inspire Inc in Milwaukee, WI
T-Oats For Equine Charity Incorporated in Milwaukee, WI
Susan & Leander Jennings Foundation Inc in Milwaukee, WI
In The Dance Cafe Inc in Milwaukee, WI
Foster Care Youth Independence Center Of Wisconsin Inc in Milwaukee, WI

Recently Added Reviews

Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI

Wisconsin Conservatory Of Music Inc in Milwaukee, WI

Milwaukee Striders Track Club Inc, Joe Sims' Milwaukee Striders Track Club in Milwaukee, WI

Mama Deltas Lovehouse in Milwaukee, WI

Ezekiel Community Development Corporation in Milwaukee, WI

Journeys To Inspire Inc in Milwaukee, WI

T-Oats For Equine Charity Incorporated in Milwaukee, WI

Susan & Leander Jennings Foundation Inc in Milwaukee, WI

In The Dance Cafe Inc in Milwaukee, WI

Foster Care Youth Independence Center Of Wisconsin Inc in Milwaukee, WI

Id	Name	Address	State	Established	Total Income
Other organizations in Wisconsin
1	Ironworkers 498 Northern Ill Bldg Contr Assoc Health & Welfare Plan	3333 N Mayfair Rd Ste 201, Wauwatosa, WI 53222-3219	WI	1980-01	$2,051,358
2	John Cowles Frautschy Scholarship Trust Fund First Natl Bk Monroe Tt	345 E Grand Ave, Beloit, WI 53511-6226	WI	1976-05	$67,496
3	Johnson Rockford Foundation	2132 Colladay Point Dr, Stoughton, WI 53589-3064	WI	1980-12	$110,092
4	International Union United Auto Aerospace & Agricultural Workers, 958 Local Region 4	1233 Main St, Onalaska, WI 54650-2700	WI	1941-06	$71,246
5	James E Doherty Medical Assistance Fund	PO BOX 634, Milwaukee, WI 53201-0634	WI	2004-08	$190,465
6	John And Mary Jane Lee Charitable Foundation	PO BOX 634, Milwaukee, WI 53201-0634	WI	2010-02	$1,750,143
7	John J & Erma L Donelan Charitable Trust 06681288	PO BOX 634, Milwaukee, WI 53201-0634	WI		$365,895
8	Joseph Desloge Trust 031420e Mercantile Trust Co Na Ttee	PO BOX 2043, Milwaukee, WI 53201-2043	WI	1900-01	$90,720
9	Joseph Simeon Sanchez Medical Research Fund	PO BOX 634, Milwaukee, WI 53201-0634	WI	1996-12	$1,622,846
10	Joseph W Martino Trust Ulwt	PO BOX 634, Milwaukee, WI 53201-0634	WI		$399,214
11	Joy Spiva Cragin Charitable Trust	PO BOX 634, Milwaukee, WI 53201-0634	WI	1990-05	$699,331
12	International Society Of Anglo- Saxonists	Dept Of English 600 North Park, Madison, WI 53706	WI	1984-01	$8,590
13	Jerusalem Cornerstone Foundation	PO BOX 3901, Oshkosh, WI 54903-3901	WI	2002-10	$925,129
14	John & Dora Lang Charitable Foundation	PO BOX 634, Milwaukee, WI 53201-0634	WI	1964-10	$875,541
15	John & Olive Adams Philanthropic Trust 14013799	PO BOX 634, Milwaukee, WI 53201-0634	WI	1994-08	$379,678
16	International Society For Quality Life Research	555 E Wells St Ste 1100, Milwaukee, WI 53202-3800	WI	2001-11	$558,017
17	International Silo Assoc Inc	E106 Church Rd, Luxemburg, WI 54217-9436	WI	1961-02	$61,898
18	International Snowmobile Racing Hall Of Fame Inc	PO BOX 720, St Germain, WI 54558-0720	WI	1990-06	$105,224
19	Society For Immunotherapy Of Cancer Inc	555 E Wells St Ste 1100, Milwaukee, WI 53202-3800	WI	1993-08	$2,847,770
20	International Society Of Plant Molecular Biology Inc	425 Henry Mall No 3104, Madison, WI 53706-1580	WI	1981-02	$0

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Joy Spiva Cragin Charitable Trust and has no official or unofficial affiliation with Joy Spiva Cragin Charitable Trust