Carol M Wilmer Endowment Inc in Burlington, Wisconsin (WI)
Table of contents:
| Carol M Wilmer Endowment Inc | |
| Employer Identification Number (EIN) | 391947746 |
| Name of Organization | Carol M Wilmer Endowment Inc |
| In Care of Name | David Edmundson |
| Address | 344 Travellers Run, Burlington, WI 53105-3901 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2008 |
| Deductibility | Contributions are deductible |
| Foundation | Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $201,542 |
| Amount of Income | $7,080 |
| Form 990 Revenue Amount | $7,080 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $7,080 (it was $8,478 in 2012)
| Carol M Wilmer Endowment Inc: | $7,080 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $201,542 (it was $208,046 in 2012)
| This organization: | $201,542 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2013: $12,217
| This organization: | $12,217 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2013: 0.6
| Carol M Wilmer Endowment Inc: | 0.6 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2013: 0.0%
| Carol M Wilmer Endowment Inc: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||||
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Total revenue | $6,689 | $6,308 | $6,777 | $8,478 | $7,080 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 | $0 | $0 |
| Investment income | $6,689 | $6,308 | $6,777 | $7,085 | $7,080 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 | $1,393 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 | $0 | $0 |
| Total expenses | $10,977 | $9,655 | $9,798 | $10,824 | $12,217 |
| Total net assets | $216,689 | $213,395 | $210,389 | $208,046 | $201,542 |
| Excess/Deficit for the year | $-4,288 | $-3,357 | $-3,021 | $-2,346 | $-5,137 |
| Net assets or fund balances at beginning of year | $220,993 | $216,689 | $213,395 | $210,389 | $208,046 |
| Other changes in net assets or fund balances | $-16 | $63 | $15 | $3 | $-1,367 |
| Net assets or fund balances at end of year | $216,689 | $213,395 | $210,389 | $208,046 | $201,542 |
| Balance Sheets | |||||
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Total assets | $216,689 | $213,395 | $210,389 | $208,046 | $201,542 |
| Total liabilities | $0 | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $216,689 | $213,395 | $210,389 | $208,046 | $201,542 |
| Other Information | |||||
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | Yes | Yes | No | No | No |
| Were any significant changes made to the organizing or governing documents? | No | No | No | No | No |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | No | No | No |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | No | No | No |
| Amount of political expenditures, direct or indirect | $0 | $0 | $0 | $0 | $0 |
| Did the organization file Form 1120-POL for this year? | No | No | No | 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 | No | No | No |
| Total amount involved | $0 | $0 | $0 | $0 | $0 |
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $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 | No | No | No |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | No | No | No |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) |
| Number of organizations supported | 3 |
| Sum of amounts of support | $10,163 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Rockwell Automation Charitable Corporation | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | 2003-05 | $5,500,905 |
| 2 | Wisconsin Public Service Foundation Inc | PO BOX 19001, Green Bay, WI 54307-9001 | WI | 1964-06 | $1,657,164 |
| 3 | Doris L Bremser And Lois Bremser Foundation | 1000 N Water St Ste 1700, Milwaukee, WI 53202-6650 | WI | 2013-11 | $1,072,586 |
| 4 | Runzheimer Foundation Inc | 1 Runzheimer Pkwy, Waterford, WI 53185-3599 | WI | 2010-08 | $972,742 |
| 5 | Jelochan Tr Fbo Our Lady Of Lourdes | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | 2010-01 | $499,276 |
| 6 | Donald E & Eunice V Dow Charitable Tr | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2014-09 | $424,361 |
| 7 | Betty Lewis University Of Minnesota Scholarship Trust | PO BOX 2817, Appleton, WI 54912-2817 | WI | 2010-02 | $398,279 |
| 8 | Wipfli Foundation Inc | PO BOX 8010, Wausau, WI 54402-8010 | WI | 2006-12 | $218,548 |
| 9 | Direct Supply Foundation Inc | 6767 N Industrial Rd, Milwaukee, WI 53223-5815 | WI | 2012-06 | $212,750 |
| 10 | Lutz Family Charitable Tr, Wendy L Dulak Ttee | 2481 Hall Rd, Hartford, WI 53027-9016 | WI | 2011-02 | $196,991 |
| 11 | Schoen Family Charitable Trust, John A Schoen Ttee | 3552 Dekalb Ln, Neenah, WI 54956-9048 | WI | 2006-09 | $88,611 |
| 12 | Walter G Sommer Family Charitable Foundation | PO BOX 37, Mequon, WI 53092-0037 | WI | 2000-10 | $50,014 |
| 13 | Schield Family Brands Employee Lite Foundation Inc | PO BOX 309, Medford, WI 54451-0309 | WI | 2000-02 | $32,257 |
| 14 | Tom And Char Hand Foundation Inc | 1325 N 77th Ave, Wausau, WI 54401-9005 | WI | 2012-02 | $25,025 |
| 15 | Sourcecut Foundation Inc | 51149 Whitetail Rd, Osseo, WI 54758-7700 | WI | 2005-03 | $4,401 |
| 16 | Veridian Foundation Inc | 6801 S Towne Dr, Madison, WI 53713-1500 | WI | 2004-06 | $200 |
| 17 | Berghammer Construction Foundation Inc | 4750 N 132nd St, Butler, WI 53007-1629 | WI | 2010-02 | $1 |
| 18 | Lee Merrick Foundation Inc | PO BOX 190, Sun Prairie, WI 53590-0190 | WI | 2011-01 | $1 |
| 19 | Weirach Family Foundation Inc | PO BOX 88, Minocqua, WI 54548-0088 | WI | 2002-04 | $1 |
| 20 | Create Excitement For Public Schools Foundation Inc | 38 Oak Creek Trail, Madison, WI 53717 | WI | 2011-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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