Ernst Family Charitable Trust 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
| Ernst Family Charitable Trust | |
| Employer Identification Number (EIN) | 391642922 |
| Name of Organization | Ernst Family Charitable Trust |
| In Care of Name | Foley And Lardner |
| Address | 777 E Wisconsin Ave, Milwaukee, WI 53202-5300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $53 |
| Amount of Income | $4,000 |
| Form 990 Revenue Amount | $6,200 |
Non-representatives - add comments:
Expenses 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 | $4,000 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $4,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,551 | $0 | $0 | $4,551 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,051 | $0 | $1,051 | |
| Contributions, gifts, grants paid | $3,500 | |||
| Excess of revenue over expenses and disbursements | $-551 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $53 | $53 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $53 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $53 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $351 |
| Net value of noncharitable-use assets | $340 |
| Minimum investment return | $17 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17 |
| 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 | Eppstein Uhen Foundation Inc | 333 E Chicago St, Milwaukee, WI 53202-5881 | WI | 2007-04 | $172,023 |
| 2 | Eps Solutions Foundation | 111 E Wisconsin Ave Ste 1800, Milwaukee, WI 53202-4809 | WI | 1998-10 | $18,832 |
| 3 | Epsilon Kappa Chapter Of Sigma Sigma Sigma House Corporation | 2030 Sheridan St, Oshkosh, WI 54901 | WI | 2008-02 | $0 |
| 4 | Equality Payee Services Inc | 12605 W North Ave No 305, Brookfield, WI 53005-4629 | WI | 2008-03 | $61,162 |
| 5 | Equity Livestock Credit Corporation | PO BOX 1003, Baraboo, WI 53913-0903 | WI | 1992-04 | $227,514 |
| 6 | Erdman Foundation 61-M152-01-5 | PO BOX 5180, Madison, WI 53705-0180 | WI | 1987-03 | $32,383 |
| 7 | Ergs Troop Benefit Fund | 11050 S Chicago Rd, Oak Creek, WI 53154 | WI | 2008-08 | $0 |
| 8 | Eric A Wolfe Memorial Foundation Inc | 6701 Cooper Ave, Middleton, WI 53562-3352 | WI | 1999-04 | $1,000 |
| 9 | Erna Marie Nehls Scholarship Trust | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | $101,679 | |
| 10 | Ernest H Schaefer And Viola F Schaefer Charitable Trust | PO BOX 12800, Green Bay, WI 54307-2800 | WI | 1997-11 | $578,156 |
| 11 | Ernst Family Charitable Trust | 777 E Wisconsin Ave, Milwaukee, WI 53202-5300 | WI | 1989-10 | $4,000 |
| 12 | Ervin W Johnson Scholarship Fund | 434 Main St, Darlington, WI 53530-1428 | WI | 1982-11 | $74,545 |
| 13 | Escape Of Fort Atkinson Inc | 301 S High St, Fort Atkinson, WI 53538-2335 | WI | 2008-07 | $62,561 |
| 14 | Eske Lodge Social Club Ltd | PO BOX 987, Stevens Point, WI 54481-0987 | WI | 1987-11 | $78,698 |
| 15 | Esperanza Unida Inc | 1329 W National Ave, Milwaukee, WI 53204-2115 | WI | 2013-01 | $0 |
| 16 | Estelle@corry Trust Fbo Holy Family Congregation | PO BOX 137, Marinette, WI 54143-0137 | WI | 2001-01 | $538,661 |
| 17 | Estelle@corry Trust Fbo Marinette Catholic Central High School | PO BOX 137, Marinette, WI 54143-0137 | WI | 2001-04 | $2,193,883 |
| 18 | Esther Goeke Arnold Memorial Endow Trust 6801185100 | C/O JPMORGAN CHASE BANK NAPO BOX, Milwaukee, WI 53201 | WI | 2001-07 | $2,790,749 |
| 19 | Esther Vance Music Scholarship Fund First National Bank Tr Dept | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1970-05 | $9,560 |
| 20 | Eternal Vision Inc | PO BOX 547, Watertown, WI 53094-0547 | WI | 2008-11 | $97,383 |
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