Community Benefit Trust Fund in Milwaukee, 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
| Community Benefit Trust Fund | |
| Employer Identification Number (EIN) | 396630351 |
| Name of Organization | Community Benefit Trust Fund |
| In Care of Name | Henry Hamilton Iii |
| Address | 7865 N 45th St, Milwaukee, WI 53223-4408 |
| Activities | Other housing activities, Other activity aimed t combating community deterioration |
| Subsection | Charitable Organization |
| Ruling Date | 11/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $36,971 |
| Amount of Income | $74 |
| Form 990 Revenue Amount | $1,849 |
| National Taxonomy of Exempt Entities (NTEE) | Housing, Shelter: Housing, Shelter (Not Elsewhere Classified) |
Non-representatives - add comments:
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $74 | $74 | $74 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $74 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $24,148 | $0 | $0 | $14,000 |
| Compensation of officers, directors, trustees, etc. | $275 | |||
| Total operating and administrative expenses | $10,148 | $0 | $0 | |
| Contributions, gifts, grants paid | $14,000 | |||
| Excess of revenue over expenses and disbursements | $-24,074 | |||
| Net investment income | $74 | |||
| Adjusted net income | $74 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $36,971 | $36,971 |
| Cash - non-interest-bearing | $36,971 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $36,971 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1 |
| Overpayment | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $49,009 |
| Net value of noncharitable-use assets | $48,280 |
| Minimum investment return | $2,414 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,413 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,413 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Communication Workers Of America | 1605 Center Ave, Janesville, WI 53546 | WI | 1950-11 | $0 |
| 2 | Community Action Coaltion For South Central Wisconsin Inc | 1717 N Stoughton Rd, Madison, WI 53704-2605 | WI | 1967-06 | $4,497,477 |
| 3 | Community Action Inc Of Rock And Walworth Counties | 20 Eclipse Ctr, Beloit, WI 53511-3550 | WI | 1969-08 | $8,912,950 |
| 4 | Community Advocates Inc | 728 N James Lovell St, Milwaukee, WI 53233-2408 | WI | 1979-01 | $12,055,469 |
| 5 | Community Alliance Of Providers Of Winsconsin Inc | 44 East Mifflin Street Suite 605, Madison, WI 53703 | WI | 2003-04 | $0 |
| 6 | Community Ambulance | PO BOX 92, Townsend, WI 54175-0092 | WI | 1997-04 | $180,184 |
| 7 | Community Art Technology Health & Education Center Inc | 125 E State St, Burlington, WI 53105-1915 | WI | 2006-05 | $288,330 |
| 8 | Community Associations Institute, Wisconsin Chapter | W175 N11117 Stonewood Dr, Germantown, WI 53022-6508 | WI | 1979-06 | $104,470 |
| 9 | Community Bankers Of Wisconsin | 455 S Junction Rd Ste 101, Madison, WI 53719-3823 | WI | 1984-09 | $1,752,378 |
| 10 | Community Benefit Tree Inc | 2204 Crooks Ave Suite C, Kaukauna, WI 54130-3423 | WI | 2004-06 | $380,886 |
| 11 | Community Benefit Trust Fund | 7865 N 45th St, Milwaukee, WI 53223-4408 | WI | 1996-11 | $74 |
| 12 | Community Blood Center Inc | 4406 W Spencer St, Appleton, WI 54914-9106 | WI | 1957-07 | $17,115,467 |
| 13 | Community Brainstorming Conference Inc | 8630 N Regent Ct, Fox Point, WI 53217 | WI | 1994-06 | $17,760 |
| 14 | Community Care Preschool And Child Care Inc | 130 E Maple Ave, Beaver Dam, WI 53916-2114 | WI | 1974-09 | $472,912 |
| 15 | Community Care Programs Inc | 6717 Stone Glen Drive, Middleton, WI 53562 | WI | 1999-07 | $3,050,235 |
| 16 | Community Center Of Hope Inc | 607 13th St, Mosinee, WI 54455-1008 | WI | 2005-03 | $167,822 |
| 17 | Community Chest Of Kiel Wisconsin | Po Box 302, Kiel, WI 53042 | WI | 1999-10 | $41,022 |
| 18 | Community Child Care Center Inc | 1508 Texas Ave, Stevens Point, WI 54481-4255 | WI | 1968-03 | $341,475 |
| 19 | Community Child Care Ltd | 4311 W North Ave, Milwaukee, WI 53208-1209 | WI | 2000-07 | $186,867 |
| 20 | Community Childcare Connections Inc | 621 Pine St, Green Bay, WI 54301-4926 | WI | 1991-06 | $125,362 |
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