Felker Foundation Inc, Associated Tr Co in Green Bay, 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
| Felker Foundation Inc, Associated Tr Co | |
| Employer Identification Number (EIN) | 510188283 |
| Name of Organization | Felker Foundation Inc |
| Secondary Name | Associated Tr Co |
| Address | PO BOX 12800, Green Bay, WI 54307-2800 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $100,889 |
| Amount of Income | $11,980 |
| Form 990 Revenue Amount | $5,698 |
Non-representatives - add comments:
Revenue for 2012
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 | $3,506 | $3,556 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,453 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,053 | |||
| Total expenses and disbursements | $7,114 | $1,536 | $0 | $5,510 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,114 | $1,536 | $510 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $-3,608 | |||
| Net investment income | $2,020 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $100,889 | $115,755 |
| 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 | $100,889 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $100,889 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,053 |
| 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 | $20 |
| Total credits and payments | $40 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $40 |
| 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 | $0 |
| Overpayment | $20 |
| Amount to be credited to 2013 estimated tax | $20 |
| 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 | $116,277 |
| Net value of noncharitable-use assets | $114,540 |
| Minimum investment return | $5,727 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,707 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,707 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $5,019 |
| 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 | Federated Family Credit Union | 626 E Wisconsin Ave, Milwaukee, WI 53202-4616 | WI | 1971-04 | $600,796 |
| 2 | Federated Youth Foundation Inc 1810 South Park Street | 1 S Pinckney Sreet No 810, Madison, WI 53703 | WI | 1978-03 | $1,436,153 |
| 3 | Federation For Civic Action Incorporated | 1031 S 25th St, Milwaukee, WI 53204-1938 | WI | 1992-10 | $51,958 |
| 4 | Federation Of Croatian Societies Inc | PO BOX 341548, Milwaukee, WI 53234-1548 | WI | 2002-05 | $69,899 |
| 5 | Federation Of Environment Technologists Inc | W175 N11081 Stonewood Dr Ste 2, Germantown, WI 53022-4771 | WI | 1984-09 | $267,355 |
| 6 | Federation Of State Conservation Voter Leagues Inc, Wi League Of Conservation Voters | 133 S Butler St Ste 320, Madison, WI 53703-5606 | WI | 1998-02 | $330,902 |
| 7 | Feeco International Foundation Inc | 3913 Algoma Rd, Green Bay, WI 54311-9707 | WI | 1998-05 | $373,509 |
| 8 | Feed My People Inc | 2610 Alpine Rd, Eau Claire, WI 54703-9526 | WI | 1984-11 | $11,228,420 |
| 9 | Feeding For Life Inc | 1337 University Ave, Green Bay, WI 54302-1322 | WI | 2006-06 | $137,500 |
| 10 | Felician Village Incorporation | 1635 S 21st St, Manitowoc, WI 54220-6380 | WI | 1946-03 | $2,570,775 |
| 11 | Felker Foundation Inc, Associated Tr Co | PO BOX 12800, Green Bay, WI 54307-2800 | WI | 1976-05 | $11,980 |
| 12 | Fellow Mortals Inc | W4632 Palmer Rd, Lake Geneva, WI 53147-2626 | WI | 1992-01 | $456,237 |
| 13 | Fellow Mortals Wild Life Hospital Foundation Inc | 6925 Wildwood Point Rd, Hartland, WI 53029-9411 | WI | 2004-11 | $139,338 |
| 14 | Fellowship Open Inc | 411 E Wisconsin Ave Ste 2040, Milwaukee, WI 53202-4426 | WI | 2002-07 | $255,974 |
| 15 | Fennimore Area Foundation Inc | PO BOX 134, Fennimore, WI 53809-0134 | WI | 2004-11 | $2,121 |
| 16 | Fennimore Community Scholarship Foundation | 13732 Tormey Rd, Fennimore, WI 53809 | WI | 1987-01 | $237,399 |
| 17 | Fennimore Railroad Historical Society Inc | 620 Washington Street, Fennimore, WI 53809 | WI | 1990-08 | $0 |
| 18 | Fennimore Rural Fire Department Rescue Squad | 1070 8th St, Fennimore, WI 53809-1540 | WI | 1975-03 | $136,424 |
| 19 | Fern Anderson & Verdell Arneson Tru | 22683 80th Ave, Cadott, WI 54727-4714 | WI | 1995-03 | $5,138 |
| 20 | Festival Choir Inc, Festival Choir Of Madison | Po Box 45618, Madison, WI 53744 | WI | 2013-05 | $0 |
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