Carl & Irma Swenson Foundation Ltd in Cedar Grove, Wisconsin (WI)
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 Wisconsin
| Carl & Irma Swenson Foundation Ltd | |
| Employer Identification Number (EIN) | 363990754 |
| Name of Organization | Carl & Irma Swenson Foundation Ltd |
| In Care of Name | Todd C Johnson |
| Address | 6783 Sauk Trail Rd, Cedar Grove, WI 53013-1562 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $351,334 |
| Amount of Income | $43,251 |
| Form 990 Revenue Amount | $30,297 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets 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 | $43,120 | $43,120 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $10,733 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $32,386 | |||
| Total expenses and disbursements | $129,797 | $3,592 | $0 | $126,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,797 | $3,592 | $0 | |
| Contributions, gifts, grants paid | $126,000 | |||
| Excess of revenue over expenses and disbursements | $-86,677 | |||
| Net investment income | $39,528 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $351,334 | $355,501 |
| Cash - non-interest-bearing | $89 | |
| Investments-U.S. and state government obligations | $131,601 | |
| Investments-corporate stock | $48,828 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $158,165 | |
| Other | $12,651 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $351,334 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $32,386 |
| 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 | $791 |
| Total credits and payments | $862 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $62 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $800 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $4 |
| Tax due | $0 |
| Overpayment | $67 |
| Amount to be credited to 2013 estimated tax | $67 |
| 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 | $452,893 |
| Net value of noncharitable-use assets | $446,100 |
| Minimum investment return | $22,305 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,514 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,514 |
| 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 Wisconsin | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Care Of Creation Inc | 327 Island Dr, Madison, WI 53705-4501 | WI | 2006-06 | $391,388 |
| 2 | Care Wisconsin First Inc | PO BOX 14017, Madison, WI 53708-0017 | WI | 1978-06 | $176,562,265 |
| 3 | Care Wisconsin Health Plan Inc | PO BOX 14017, Madison, WI 53708-0017 | WI | 2005-08 | $105,555,309 |
| 4 | Career Youth Development Inc | 2601 N Martin Luther King Jr Dr, Milwaukee, WI 53212 | WI | 1979-01 | $1,398,835 |
| 5 | Careers Industries Inc | 4811 Washington Ave, Racine, WI 53406-4219 | WI | 1972-01 | $6,772,963 |
| 6 | Caring For Others Inc | 3480 S Highpointe Dr, New Berlin, WI 53151-4704 | WI | 2003-09 | $33,133 |
| 7 | Caring Place Inc | 810 N East Ave, Waukesha, WI 53186-4808 | WI | 1988-12 | $459,944 |
| 8 | Caritas For Children Inc | 7400 W National Ave, Milwaukee, WI 53214-4616 | WI | 2000-10 | $177,625 |
| 9 | Caritas Foundation | PO BOX 1150, Madison, WI 53701-1150 | WI | 2002-11 | $4,360,298 |
| 10 | Caritas Inc | 2840 Prairie Ave, Beloit, WI 53511-1845 | WI | 1978-10 | $191,192 |
| 11 | Carl & Irma Swenson Foundation Ltd | 6783 Sauk Trail Rd, Cedar Grove, WI 53013-1562 | WI | 1996-06 | $43,251 |
| 12 | Carl & Nancy Trimble Family Foundation Inc | 731 N Jackson St Ste 804, Milwaukee, WI 53202-4697 | WI | 2003-05 | $214,414 |
| 13 | Carl A And Isabel J Backlin Scholarship Fund | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | 2000-03 | $33,268 |
| 14 | Carl And Jane Loper Foundation Inc | 421 Wild Indigo Ln, Madison, WI 53717-2148 | WI | 2005-01 | $2,660 |
| 15 | Carl B Thompson Trust 0202101 | 134 S 8th St, Medford, WI 54451-1518 | WI | 1998-09 | $128,729 |
| 16 | Carl H Lytle Scholarship Trust | PO BOX 634, Milwaukee, WI 53201-0634 | WI | 1988-06 | $135,850 |
| 17 | Carl Schurz Memorial Park Assn A Co-Operative | PO BOX 387, Hartland, WI 53029-0387 | WI | 1947-10 | $327,985 |
| 18 | Carl W Nelson Animal Shelter Inc | PO BOX 345, Mauston, WI 53948-0345 | WI | 2005-07 | $62,820 |
| 19 | Carl W Nelson Charitable Tr | PO BOX 119, Mauston, WI 53948-0119 | WI | 1998-02 | $50,516 |
| 20 | Carlson Fine Arts Foundation Inc | PO BOX 85, Cedarburg, WI 53012-0085 | WI | 1983-07 | $646 |
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