Florence Reese Winslow Trust Uw Fbo Anne E Reese Memorial Home, Baraboo Natl Bank & Norman Quale in Baraboo, 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
| Florence Reese Winslow Trust Uw Fbo Anne E Reese Memorial Home, Baraboo Natl Bank & Norman Quale | |
| Employer Identification Number (EIN) | 390901137 |
| Name of Organization | Florence Reese Winslow Trust Uw Fbo Anne E Reese Memorial Home |
| Secondary Name | Baraboo Natl Bank & Norman Quale |
| In Care of Name | The Baraboo National Bank |
| Address | PO BOX 50, Baraboo, WI 53913-0050 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2008 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $832,156 |
| Amount of Income | $190,844 |
| Form 990 Revenue Amount | $57,759 |
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 | $57,759 | $11,243 | $6,593 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $6,588 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $46,516 | |||
| Other | $4,650 | |||
| Total expenses and disbursements | $114,939 | $11,377 | $0 | $11,378 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $114,939 | $11,377 | $11,378 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-57,180 | |||
| Net investment income | $0 | |||
| Adjusted net income | $6,593 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $647,508 | $1,263,871 |
| Cash - non-interest-bearing | $303 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $192,463 | |
| Investments-corporate bonds | $1 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $454,741 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $647,508 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $4,650 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $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? | Yes |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $11,378 | $11,686 | $5,601 | $44,244 | $72,909 |
| Value of all assets | $504,972 | $0 | $0 | $0 | $504,972 |
| 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 | Five Loaves Food And Clothing Center Inc | PO BOX 222, New Richmond, WI 54017-0222 | WI | 1987-10 | $129,506 |
| 2 | Five Seasons Senior Housing Inc, C-O Cedar Rapids Chamber Of Comm | 6515 Grand Teton Plz Ste 220, Madison, WI 53719-1048 | WI | 1992-10 | $250,447 |
| 3 | Flambeau Hospital Foundation Inc | PO BOX 310, Park Falls, WI 54552-0310 | WI | 2007-03 | $25,547 |
| 4 | Flambeau Medical Center Auxiliary | PO BOX 310, Park Falls, WI 54552-0310 | WI | 1981-02 | $50,925 |
| 5 | Flambeau Valley Arts Association Incorporated | Po Box 343, Ladysmith, WI 54848 | WI | 1980-07 | $0 |
| 6 | Flame Of Hope Foundation Inc | 510 Garfield Ave, Viroqua, WI 54665-1919 | WI | 2000-01 | $48,825 |
| 7 | Fleck Foundation | N87w27165 Perennial Ter, Hartland, WI 53029-8476 | WI | 1996-01 | $83,256 |
| 8 | Florence County Blue Ox Trail Riders Inc | PO BOX 414, Florence, WI 54121-0414 | WI | 1995-08 | $119,055 |
| 9 | Florence Lindsay Trust Trust Dept Merchants Natl Bk | PO BOX 7900, Madison, WI 53707-7900 | WI | 1971-09 | $97,585 |
| 10 | Florence M Trow Trust, First National Bank & Trust Co Ttee | 345 E Grand Ave, Beloit, WI 53511-6226 | WI | 1998-03 | $67,329 |
| 11 | Florence Reese Winslow Trust Uw Fbo Anne E Reese Memorial Home, Baraboo Natl Bank & Norman Quale | PO BOX 50, Baraboo, WI 53913-0050 | WI | 2002-05 | $190,844 |
| 12 | Florence Sullivan Larkin Intervivos Tr, Berg Charles R Ttee | 1704 Birch St, Eau Claire, WI 54703-3270 | WI | $153,832 | |
| 13 | Flowers Family Foundation Inc | 2364 Jackson Street No 308, Stoughton, WI 53589-5404 | WI | 1999-04 | $1,569,098 |
| 14 | Wilson Family Foundation Inc | 19160 Still Point Trl, Brookfield, WI 53045-4809 | WI | 1994-07 | $93,795 |
| 15 | Focus Credit Union | N88w14930 Main St, Menomonee Fls, WI 53051-3130 | WI | 1971-04 | $2,635,791 |
| 16 | Focus On Community Inc | 1220 Mound Ave Ste 307, Racine, WI 53404-3350 | WI | 1983-06 | $597,286 |
| 17 | Focuscorp Inc | 3201 Latham Dr, Madison, WI 53713-4615 | WI | 1996-12 | $1,059,364 |
| 18 | Foley Family Foundation, C-O Stephen M Fisher Foley & Lardne | 11414 W Park Pl Ste 107, Milwaukee, WI 53224-3500 | WI | 1992-03 | $1,121,132 |
| 19 | Foley-Morin Charitable Remainder Unitrust, Morin Pauline Alice Ttee | PO BOX 8000, Wisc Rapids, WI 54495-8000 | WI | $9,025 | |
| 20 | Folklore Village Farm Inc | 3210 County Road Bb, Dodgeville, WI 53533-9205 | WI | 1973-01 | $227,756 |
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