Fotsch Foundation in Brookfield, 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
| Fotsch Foundation | |
| Employer Identification Number (EIN) | 366190007 |
| Name of Organization | Fotsch Foundation |
| Address | 20985 Carrington Dr, Brookfield, WI 53045-1823 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2012 |
| 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 | $6,012,786 |
| Amount of Income | $1,265,016 |
| Form 990 Revenue Amount | $3,503,925 |
Non-representatives - add comments:
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 | $952,433 | $952,433 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $27,894 | |||
| Dividends and interest from securities | $367,682 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $556,857 | |||
| Total expenses and disbursements | $1,567,265 | $25 | $0 | $1,558,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,265 | $25 | $0 | |
| Contributions, gifts, grants paid | $1,558,000 | |||
| Excess of revenue over expenses and disbursements | $-614,832 | |||
| Net investment income | $952,408 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,012,786 | $14,307,836 |
| Cash - non-interest-bearing | $9,017 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,407,832 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $595,937 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $6,012,786 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $556,857 |
| 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 | $9,524 |
| Total credits and payments | $6,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,000 |
| 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 | $3,524 |
| 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 | $15,334,145 |
| Net value of noncharitable-use assets | $15,104,140 |
| Minimum investment return | $755,207 |
| Distributable Amount (for 2012) | |
| Distributable amount | $745,683 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $745,683 |
| 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 | Forward Emdowment Tr | PO BOX 12800, Green Bay, WI 54307-2800 | WI | 1997-12 | $57,545 |
| 2 | Forward Financial Credit Union | PO BOX 48, Niagara, WI 54151-0048 | WI | 1971-04 | $4,515,266 |
| 3 | Forward Foundation Inc | 14 Jackson St, Janesville, WI 53548-3877 | WI | 1987-12 | $69,253 |
| 4 | Forward Janesville Inc | 14 S Jackson St Ste 200, Janesville, WI 53548-3878 | WI | 1987-06 | $621,072 |
| 5 | Forward Observer Foundation Inc | 16265 Overhill Drive, Brookfield, WI 53005 | WI | 2005-03 | $0 |
| 6 | Forward Service Corporation | 4600 American Parkway No 301, Madison, WI 53718-8333 | WI | 1980-06 | $23,623,069 |
| 7 | Forward Tomah Development Inc | PO BOX 625, Tomah, WI 54660-0625 | WI | 1998-04 | $4,947 |
| 8 | Forward Wisconsin Inc | 800 Main St, Pewaukee, WI 53072-4601 | WI | 1985-06 | $8,482 |
| 9 | Foster Care Youth Independence Center Of Wisconsin Inc | 2437 N Holton St, Milwaukee, WI 53212-2934 | WI | 2004-02 | $209,948 |
| 10 | Foster Needle Co Inc Employee Health & Welfare Tr | PO BOX 1027, Manitowoc, WI 54221-1027 | WI | 1993-02 | $728,945 |
| 11 | Fotsch Foundation | 20985 Carrington Dr, Brookfield, WI 53045-1823 | WI | 1968-04 | $1,265,016 |
| 12 | Foundation For Allergy And Immunology Research Inc | 201 Main Street Suite 710, La Crosse, WI 54601 | WI | 2005-12 | $0 |
| 13 | Foundation For Big Brothers And Big Sisters Of Dane County Inc | 2059 Atwood Avenue, Madison, WI 53704-6608 | WI | 1987-07 | $54,403 |
| 14 | Foundation For Christian Education In Central Wisconsin Inc | 301 Fox Lake Rd, Waupun, WI 53963-1759 | WI | 1988-09 | $22,545 |
| 15 | Foundation For Dane County Transition Schools Inc | PO BOX 5246, Madison, WI 53705-0246 | WI | 2003-12 | $65,532 |
| 16 | Foundation For Hope In Africa Inc | 2411 Bloedel Avenue, Weston, WI 54476 | WI | 2008-10 | $50,649 |
| 17 | Foundation For International Education | 561 Old County Road M, River Falls, WI 54022 | WI | 1979-09 | $266 |
| 18 | Foundation For International Scientific Cooperation Inc, Dept Of Preventive Medicine | 302 Nautilus Dr Apt 110, Madison, WI 53705-4396 | WI | 1985-06 | $3,627 |
| 19 | Foundation For Madisons Public Schools Inc | 101 Nob Hill Rd, Madison, WI 53713-3969 | WI | 2002-02 | $1,482,204 |
| 20 | Foundation For Peace In Divided Societies | 912 Memorial Drive, Sturgeon Bay, WI 54235 | WI | 2000-10 | $0 |
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