Blue Lotus Farm & Retreat Center, Bliffert Frederic H Ttee in Mequon, Wisconsin (WI)
Table of contents:
| Blue Lotus Farm & Retreat Center, Bliffert Frederic H Ttee | |
| Employer Identification Number (EIN) | 431989545 |
| Name of Organization | Blue Lotus Farm & Retreat Center |
| Secondary Name | Bliffert Frederic H Ttee |
| In Care of Name | Susan Bliffert |
| Address | PO BOX 211, Mequon, WI 53092-0211 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $397,475 |
| Amount of Income | $206,866 |
| Form 990 Revenue Amount | $130,864 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2014: $206,866 (it was $128,689 in 2013)
| This organization: | $206,866 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2014: $397,475 (it was $380,795 in 2013)
| Blue Lotus Farm & Retreat Center, Bliffert Frederic H Ttee: | $397,475 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2013: $119,638
| This organization: | $119,638 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2013: 1.7
| This organization: | 1.7 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2013: 13.7%
| This organization: | 13.7% |
| Other organizations performing similar types of work: | 22.8% |
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $69,318 | $97,795 | $128,689 |
| Contributions, gifts, grants, and similar amounts received | $59,720 | $33,776 | $17,576 |
| Program service revenue including government fees and contracts | $10,093 | $19,013 | $25,543 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $106 | $66 | $86 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $-601 | $44,940 | $85,484 |
| Gross income from gaming | $11,190 | $0 | $0 |
| Gross income from fundraising events | $0 | $85,791 | $102,518 |
| Less: direct expenses from gaming and fundraising events | $11,791 | $40,851 | $17,034 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $71,753 | $95,790 | $119,638 |
| Total net assets | $366,764 | $368,769 | $377,820 |
| Excess/Deficit for the year | $-2,435 | $2,005 | $9,051 |
| Net assets or fund balances at beginning of year | $369,199 | $366,764 | $368,769 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $368,769 | $377,820 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $367,404 | $374,267 | $380,795 |
| Total liabilities | $640 | $5,498 | $2,975 |
| Net assets or fund balances | $366,764 | $368,769 | $377,820 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi) |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public Support | $172,082 |
| Subtotal Support | $214,908 |
| Gifts, grants, contributions, and membership fees received | $214,908 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support | $42,826 |
| Total Support | $215,660 |
| Public Support | $214,908 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $752 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income. Do not include gain or loss from the sale of capital assets | $0 |
| Gross receipts from related activities, etc. | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Ronald & Joyce Wanek Foundation Ltd | 1 Ashley Way, Arcadia, WI 54612-1218 | WI | 2000-04 | $65,238,742 |
| 2 | Thomas J And Carol J Joseph Foundation Inc | 4490 Harbor Village Dr, Omro, WI 54963-9499 | WI | 2013-02 | $9,094,240 |
| 3 | Sally Mead Hands Foundation | 404 S Blount St Unit 101, Madison, WI 53703-3578 | WI | 2009-05 | $8,975,077 |
| 4 | Ruud Family Foundation Inc | PO BOX 81188, Racine, WI 53408-1188 | WI | 1999-04 | $8,013,505 |
| 5 | Nahey Charitable Foundation, Prairie Preserve | 600 College Ave, Pewaukee, WI 53072-3572 | WI | 2014-08 | $8,003,917 |
| 6 | Jordan Family Foundation Inc | 780 N Water St, Milwaukee, WI 53202-3512 | WI | 2008-07 | $7,822,744 |
| 7 | Sentry Insurance Foundation Inc | 1800 N Point Dr, Stevens Point, WI 54481-1253 | WI | 1995-01 | $5,063,513 |
| 8 | Sarah Margaret Hegarty Foundation Inc | W326n7030 Northlake Dr, Hartland, WI 53029-8543 | WI | 2008-02 | $4,323,149 |
| 9 | Treffert Family Foundation Inc | 3415 Gateway Road, Brookfield, WI 53045-5166 | WI | 2007-08 | $3,070,285 |
| 10 | Fotsch Family Foundation | 20985 Carrington Dr, Brookfield, WI 53045-1823 | WI | 2013-10 | $3,028,591 |
| 11 | Robert And Patricia Endries Familyfoundation Ltd | 4455 W Lawrence St, Appleton, WI 54914-4065 | WI | 2006-09 | $2,856,386 |
| 12 | Haeger Foundation | PO BOX 528, East Troy, WI 53120-0528 | WI | 2013-08 | $2,763,492 |
| 13 | Stollenwerk Family Foundation Inc | 10941 N Range Line Rd, Mequon, WI 53092-4927 | WI | 2013-06 | $2,221,726 |
| 14 | Terri & Verne Holoubek Family Foundation Inc | 6545 Donegal Rd, Hartford, WI 53027-8829 | WI | 2007-02 | $1,562,931 |
| 15 | Dohmen Company Foundation Inc | 190 N Milwaukee St, Milwaukee, WI 53202-6013 | WI | 2008-07 | $1,500,000 |
| 16 | Timothy And Vivian Sullivan Family Charitable Foundation | 5270 N Lake Dr, Whitefish Bay, WI 53217-5369 | WI | 2013-04 | $1,331,475 |
| 17 | William A And Grace D Boettcher Foundation Inc | 1329 W Grand Ave, Prt Washingtn, WI 53074-2043 | WI | 2007-02 | $1,132,896 |
| 18 | Wps Charitable Foundation Inc, Emp Hlth Cr & Other Ewbtt | 1717 W Broadway, Monona, WI 53713-1834 | WI | 1988-02 | $1,048,312 |
| 19 | Karen K St John Charitable Education Trust | 3913 W Prospect Ave Ste 201, Appleton, WI 54914-8797 | WI | 2013-06 | $1,022,592 |
| 20 | Wahlin Foundation Inc | PO BOX 328, Stoughton, WI 53589-0328 | WI | 1999-09 | $982,750 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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