E R Wagner Manufacturing Company Foundation Inc 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
| E R Wagner Manufacturing Company Foundation Inc | |
| Employer Identification Number (EIN) | 396037097 |
| Name of Organization | E R Wagner Manufacturing Company Foundation Inc |
| Address | 4611 N 32nd St, Milwaukee, WI 53209-6023 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1957 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $479,566 |
| Amount of Income | $17,037 |
| Form 990 Revenue Amount | $20,686 |
Non-representatives - add comments:
Revenue for 2011
Assets 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 | $20,686 | $20,686 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $12,670 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $8,015 | |||
| Total expenses and disbursements | $6,472 | $2,500 | $0 | $3,679 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,472 | $2,500 | $3,679 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $14,214 | |||
| Net investment income | $18,186 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $493,781 | $558,584 |
| Cash - non-interest-bearing | $3,253 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $478,854 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $11,674 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $493,781 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $8,015 |
| 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 | $364 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $364 |
| 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 | $562,128 |
| Net value of noncharitable-use assets | $553,700 |
| Minimum investment return | $27,685 |
| Distributable Amount (for 2011) | |
| Distributable amount | $27,321 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $27,321 |
| 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 | E C & Johanna Lomen Anderson Scholarship Fund, Sanders Betty Ttee | PO BOX 114, Coon Valley, WI 54623-0114 | WI | 1989-10 | $187 |
| 2 | E C Air | PO BOX 132, Altoona, WI 54720-0132 | WI | 1997-10 | $73,624 |
| 3 | E C Styberg Foundation Inc | PO BOX 788, Racine, WI 53401-0788 | WI | 1982-06 | $6,168,099 |
| 4 | E Dorothy Crain Scholarship Tr | PO BOX 12800, Green Bay, WI 54307-2800 | WI | 1999-09 | $12,634 |
| 5 | E F Jablonski Family Foudation Inc, Jablonski Edwin J Ttee | 1700 Highridge Ter, Menasha, WI 54952-1070 | WI | 1992-05 | $263 |
| 6 | E G Hoeppner Charities Inc | 1421 State Street, Eau Claire, WI 54701-4911 | WI | 1959-04 | $790 |
| 7 | E Garrett & Patricia Cleary Foundation 401027510 | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1991-07 | $781,735 |
| 8 | E H Vogelgesang Scholarship Fd 29250 Central Trust Co Of Northern | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1968-06 | $67,259 |
| 9 | E M Beal Tr 301107900 | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1970-12 | $51,393 |
| 10 | E M Jones Daycare Center Inc | PO BOX 1710, Brookfield, WI 53008-1710 | WI | 1992-09 | $211,245 |
| 11 | E R Wagner Manufacturing Company Foundation Inc | 4611 N 32nd St, Milwaukee, WI 53209-6023 | WI | 1957-07 | $17,037 |
| 12 | E R Woelfel Memorial Schol Fund 401210200 | Jpmorgan Chase Bankpobox3038, Milwaukee, WI 53201 | WI | 1962-10 | $737 |
| 13 | E4 Inc | 2210 Woodland Dr, Manitowoc, WI 54220-9662 | WI | 2005-06 | $1 |
| 14 | Eaa Chapter 838 Foundation Inc, Chapter 838 | 3333 N Green Bay Rd, Racine, WI 53404-1547 | WI | 2001-12 | $266,477 |
| 15 | Eaa Chapter 838 Of Racine Inc | 3333 N Green Bay Rd, Racine, WI 53404-1547 | WI | 1990-06 | $59,725 |
| 16 | Educational Enterprises Inc | 20935 Swenson Dr Ste 101, Waukesha, WI 53186-2006 | WI | 2007-05 | $6,817,159 |
| 17 | Eagle Lake Manor Community Association | PO BOX 28, Kansasville, WI 53139-0028 | WI | 1975-07 | $31,085 |
| 18 | Eagle Point Pto | 201 N Cleveland Street, De Forest, WI 53532 | WI | 2006-11 | $0 |
| 19 | Eagle River Area Chamber Of Commerce Inc | PO BOX 1917, Eagle River, WI 54521-1917 | WI | 1998-07 | $695,800 |
| 20 | Eagle River Lions Club Foundation Inc | PO BOX 1371, Eagle River, WI 54521-1371 | WI | 2007-06 | $11,828 |
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