Deatley Family Foundation Inc in Mount Horeb, 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
- Organizations performing similar types of work
| Deatley Family Foundation Inc | |
| Employer Identification Number (EIN) | 061496358 |
| Name of Organization | Deatley Family Foundation Inc |
| In Care of Name | William B Deatley |
| Address | 1440 County Road Jg, Mount Horeb, WI 53572-2992 |
| Activities | Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 09/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,881,549 |
| Amount of Income | $1,088,171 |
| Form 990 Revenue Amount | $547,186 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $1,088,171 (it was $1,363,769 in 2012)
| This organization: | $1,088,171 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2013: $9,881,549 (it was $10,072,116 in 2012)
| Deatley Family Foundation Inc: | $9,881,549 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $780,274
| This organization: | $780,274 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 1.4
| Deatley Family Foundation Inc: | 1.4 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
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 | $685,582 | $685,532 | $0 | |
| Contributions, gifts, grants, etc., received | $50 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $532,032 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $153,500 | |||
| Total expenses and disbursements | $780,274 | $2,533 | $0 | $762,556 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $17,718 | $2,533 | $0 | |
| Contributions, gifts, grants paid | $762,556 | |||
| Excess of revenue over expenses and disbursements | $-94,692 | |||
| Net investment income | $682,999 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,072,116 | $10,744,775 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,844,613 | |
| Investments-corporate bonds | $2,299,716 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,167,287 | |
| Other | $760,500 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,072,116 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $153,500 |
| 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 | $13,660 |
| Total credits and payments | $11,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $2,460 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $10,592,799 |
| Net value of noncharitable-use assets | $10,433,900 |
| Minimum investment return | $521,695 |
| Distributable Amount (for 2012) | |
| Distributable amount | $508,035 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $508,035 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Lakeview Foundation Inc | PO BOX 253, Thiensville, WI 53092-0253 | WI | 1996-11 | $6,272,879 |
| 2 | Seeds Of Faith Inc | PO BOX 197, Hartland, WI 53029-0197 | WI | 1998-11 | $4,468,803 |
| 3 | Stewardship Chrtbl Tr 062397, Amundson Roger Ttee | PO BOX 3181, Eau Claire, WI 54702-3181 | WI | 1997-08 | $2,265,538 |
| 4 | Ryan Memorial Foundation | 10936 N Port Washington Rd, Mequon, WI 53092-5031 | WI | 1996-02 | $1,040,223 |
| 5 | Ripples Inc | PO BOX 128, Townsend, WI 54175-0128 | WI | 1998-11 | $807,525 |
| 6 | Susan & Leander Jennings Foundation Inc | 230 E Macarthur Rd, Milwaukee, WI 53217-3237 | WI | 1997-06 | $426,851 |
| 7 | Pyle Foundation | C/O The Pyle Group Llc 3500 Corben, Madison, WI 53704 | WI | 1997-01 | $293,111 |
| 8 | William G & Betty Schuett Family Foundation Inc | 2900 W Hidden Lake Rd, Mequon, WI 53092-5300 | WI | 1998-05 | $292,727 |
| 9 | The Edward L@johnstone Memorial Trust | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1998-09 | $269,824 |
| 10 | The Clarence Wallace And Dolores Lynch Wallace Family Foundation, Wallace Clarence & Et Al Ttees | 1700 N Viola St, Appleton, WI 54911-3856 | WI | 1996-07 | $159,977 |
| 11 | Steven Sampson Charitable Fund Inc | 6938a N Santa Monica Blvd, Fox Point, WI 53217-3942 | WI | 1995-01 | $149,443 |
| 12 | Wencel F & Mabel M Dufek Charitable Foundation Trust, Dufek Wencel F Ttee | 2424 Meadow Ln, Manitowoc, WI 54220-3731 | WI | 1997-01 | $96,475 |
| 13 | Schanock Family Foundation Inc | 610 Brevoort Ln, Green Bay, WI 54301-2628 | WI | 1998-02 | $92,399 |
| 14 | Salt And Light Foundation Inc | PO BOX 259426, Madison, WI 53725-9426 | WI | 1995-04 | $29,151 |
| 15 | Weyers Family Foundation Inc | PO BOX 12057, Green Bay, WI 54307-2057 | WI | 1998-02 | $13,264 |
| 16 | Wascher Fam Foundation, Wascher Thomas M Ttee | W7446 Spring Valley Dr, Greenville, WI 54942-8645 | WI | 1997-11 | $7,259 |
| 17 | Williams Family Foundation Inc | PO BOX 8100, Janesville, WI 53547-8100 | WI | 1997-01 | $4,099 |
| 18 | Tikkun Olam Foundation Inc | 9303 N Valley Hill Rd, Milwaukee, WI 53217-1036 | WI | 1995-01 | $3,025 |
| 19 | Robert B Radak Family Foundation 6871085600 | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1996-05 | $2,850 |
| 20 | Richard & Kay Bibler Foundation Inc | 1449 E Goodrich Ln, Fox Point, WI 53217-2950 | WI | 1995-01 | $1,527 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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