C A Lucas Trust Fbo, First Congregational Church in Milwaukee, Wisconsin (WI)

C A Lucas Trust Fbo, First Congregational Church
Employer Identification Number (EIN)	396167331
Name of Organization	C A Lucas Trust Fbo
Secondary Name	First Congregational Church
In Care of Name	Us Bank Na
Address	PO BOX 2043, Milwaukee, WI 53201-2043
Activities	Non-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Foundation	All organizations except 501(c)(3)
Exempt Organization Status	Trust described in section 4947(a)(2) of the IR Code
Tax Period	12/2013
Assets	$100,000 to $499,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$277,323
Amount of Income	$89,442
Form 990 Revenue Amount	$13,775

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	$17,851	$17,877	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$10,204
Gross rents	$0
Gross sales price for all assets	$79,238
Gross profit from sales of goods	$0
Other income	$0
Other	$7,647
Total expenses and disbursements	$19,326	$2,595	$0	$16,394
Compensation of officers, directors, trustees, etc.	$2,707
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	$3,953	$2,595		$1,021
Contributions, gifts, grants paid	$15,373
Excess of revenue over expenses and disbursements	$-1,475
Net investment income		$15,282
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	$282,066	$281,415	$278,797	$307,513	$277,323	$317,271
Cash - non-interest-bearing	$213		$0		$65
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$276,734		$273,514		$263,174
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	$282,066		$278,797		$277,323

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$3,701	$5,020	$7,647
Net capital loss	$0	$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	$112	$248	$306
Total credits and payments	$0	$0	$248
Current year estimated tax payments and previous year's overpayment credited to current year	$0	$0	$248
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		$248	$58
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	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	$320,191	$297,642	$311,694
Net value of noncharitable-use assets		$293,177	$307,019
Minimum investment return	$15,769	$14,659	$15,351

	2011	2012	2013
Distributable Amount
Distributable amount	$15,657	$14,411	$15,045

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$15,657	$14,411	$15,045
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	$0	$0
Dividends and interest from securities	$10,204	$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 C A Lucas Trust Fbo, First Congregational Church to others? (optional)

Yes

Add photo of C A Lucas Trust Fbo, First Congregational Church (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 (18.118.164.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	Busy Bee Daycare Inc	822 1st Ave, Chippewa Fls, WI 54729-4404	WI	1995-02	$107,163
2	Butler Area Chamber Of Commerce	12810 W Hampton Ave, Butler, WI 53007-1606	WI	1973-04	$58,203
3	Butler Volunteer Fire Department Inc	12621 W Hampton Ave, Butler, WI 53007-1705	WI	1968-01	$317,451
4	Butte Des Morts Conservation Club Inc	PO BOX 385, Bte Des Morts, WI 54927-0385	WI	1995-07	$37,882
5	Butte Des Morts Country Club Inc	3600 W Prospect Ave, Appleton, WI 54914-8777	WI	1942-07	$3,829,106
6	By The Waves Inc	417 22nd St N, La Crosse, WI 54601-3860	WI	2008-04	$6,101
7	By Women For Women Inc	PO BOX 1767, Madison, WI 53701-1767	WI	2006-07	$77,205
8	Byers Foundation Ltd, C-O Robert Byers	414 N Main St, Thiensville, WI 53092-1213	WI	1993-02	$5,441,462
9	Byg Corporation	3930 W Vliet St, Milwaukee, WI 53208-2850	WI	2007-05	$14,800
10	C A Lawton Veba Health Savings Tr	1950 Enterprise Drive, Depere, WI 54115	WI	2008-09	$0
11	C A Lucas Trust Fbo, First Congregational Church	PO BOX 2043, Milwaukee, WI 53201-2043	WI		$89,442
12	C C Thompson Memorial Tr 6857007700	PO BOX 3038, Milwaukee, WI 53201-3038	WI		$79,980
13	C D Smith Foundation	889 E Johnson St, Fond Du Lac, WI 54935-2933	WI	1999-11	$1,897
14	C H Deem Scholarship Fund	PO BOX 3038, Milwaukee, WI 53201-3038	WI	1982-11	$160,621
15	C Harper Trust Fbo Billy Graham Evan Assn	C/O JPMORGAN CHASE BANKNAPO BOX, Milwaukee, WI 53201	WI		$43,770
16	C J Williams Central Storage Foundation Inc	PO BOX 7034, Madison, WI 53707-7034	WI	1985-10	$35,001
17	C Kevin Walker Foundation	PO BOX 139, New Lisbon, WI 53950-0139	WI	1997-04	$1,500
18	C M H Housing Inc	855 S Main St, Oconto Falls, WI 54154-1241	WI	1994-12	$150,294
19	C S Gonstead Chiropractic Foundation Inc	1505 Hwy 151, Mt Horeb, WI 53572	WI	2001-09	$444,260
20	C W Credit Union	2244 Fox Heights Ln, Green Bay, WI 54304-4705	WI	1971-04	$104,892

NonProfitFacts.com is not associated with, endorsed by, or sponsored by C A Lucas Trust Fbo, First Congregational Church and has no official or unofficial affiliation with C A Lucas Trust Fbo, First Congregational Church