Francis R And Ruth E Oberreich Foundation in Markesan, Wisconsin (WI)

Organization representatives - add corrected or new information about Francis R And Ruth E Oberreich Foundation »

Non-representatives - add comments about Francis R And Ruth E Oberreich Foundation»

Francis R And Ruth E Oberreich Foundation
Employer Identification Number (EIN)391941148
Name of OrganizationFrancis R And Ruth E Oberreich Foundation
In Care of NameWilliam R Slate
AddressPO BOX 400, Markesan, WI 53946-0400
SubsectionCharitable Organization
Ruling Date04/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$2,727,784
Amount of Income$1,422,185
Form 990 Revenue Amount$125,419
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Fund Raising and/or Fund Distribution


Non-representatives - add comments:


CAPTCHA

Your IP address 3.129.73.6 will be logged.

Amount of income in 2013: $1,422,185 (it was $560,838 in 2012)
Francis R And Ruth E Oberreich Foundation: 

 $1,422,185
Other organizations performing similar types of work: 

 $68,292

Assets in 2013: $2,727,784 (it was $2,451,334 in 2012)
This organization: 

 $2,727,784
Other organizations performing similar types of work: 

 $56,708

Expenses in 2013: $143,872
Francis R And Ruth E Oberreich Foundation: 

 $143,872
Other organizations performing similar types of work: 

 $47,239

Income to expenses ratio in 2013: 9.9
Francis R And Ruth E Oberreich Foundation: 

 9.9
Other organizations performing similar types of work: 

 1.8

Grants share in income in 2013: 0.0%
Francis R And Ruth E Oberreich Foundation: 

 0.0%
Other organizations performing similar types of work: 

 0.5%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$420,322$420,322$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$138
Dividends and interest from securities$64,069
Gross rents$0
Gross sales price for all assets$1,357,978
Gross profit from sales of goods$0
Other income$0
Other$356,115
Total expenses and disbursements$143,872$17,754$0$125,288
Compensation of officers, directors, trustees, etc.$2,440
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$13,900
Interest$0
Depreciation$830
Occupancy$0
Travel, conferences, and meetings$569
Printing and publications$0
Total operating and administrative expenses$35,047$17,754$16,463
Contributions, gifts, grants paid$108,825
Excess of revenue over expenses and disbursements$276,450
Net investment income$402,568
Adjusted net income$0
Balance Sheets
2010201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$2,548,553$2,600,747$2,528,192$2,467,178$2,451,334$2,625,566$2,727,784$2,926,640
Cash - non-interest-bearing$0$0$0$0
Investments-U.S. and state government obligations$214,923$0$0$0
Investments-corporate stock$14,927$14,927$112,410$112,440
Investments-corporate bonds$329,017$0$0$0
Investments-mortgage loans$0$0$0$0
Investments-other$1,878,703$2,429,980$2,267,514$2,578,405
Other assets$0$0
Total liabilities$0$0$1$1
Mortgages and other notes payable$0$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$2,548,553$2,528,192$2,451,334$2,727,784
Capital Gains and Losses for Tax on Investment Income
2010201120122013
Capital gain net income$33,052$52,531$16,175$356,115
Net capital loss$0$0$0$0
Excise Tax Based on Investment Income
2010201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNo
Tax based on investment income$1,927$2,143$1,489$8,051
Total credits and payments$1,927$0$0$0
Any penalty for underpayment of estimated tax$0$47$34$275
Tax due$1,523$8,326
Overpayment$0$0
Amount to be credited to next year's estimated tax$0$0$0$0
Statements Regarding Activities
2010201120122013
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?NoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
2010201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNo
Agree to pay money or property to a government official?NoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNo
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)?NoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
2010201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,549,320$2,505,258$2,538,786$2,796,410
Net value of noncharitable-use assets$2,500,704$2,754,464
Minimum investment return$125,554$123,384$125,035$137,723
Distributable Amount
2010201120122013
Distributable amount$123,627$121,241$123,546$129,672
Undistributed Income
2010201120122013
Distributable amount for this year$123,627$121,241$123,546$129,672
Undistributed income for this year. This amount must be distributed in the next year$81,935$82,883$53,709$58,093
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$138$0
Dividends and interest from securities$64,069$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Francis R And Ruth E Oberreich Foundation to others? (optional)
  
Add photo of Francis R And Ruth E Oberreich Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The University Of Arkansas Fort Smith Foundation IncPO BOX 3649, Fort Smith, AR 72913-3649AR1975-01$25,316,256
2Rsf Social Investment Fund Inc1002 Oreilly Ave, San Francisco, CA 94129-5257CA2000-12$4,721,971
3The Elizabeth Bowers Zambia Education FundPo Box 294, Salem, OR 97308-0294OR2007-03$49,547
4Lutheran High School Association Of Greater Milwaukee Foundation5201 S 76th St, Greendale, WI 53129-1117WI2014-08$2,252,240
5Hispanics For School Choice Educational Trust Fund1727 S 9th Street, Milwaukee, WI 53204WI2012-05$290,516
6Warhawk Band BoostersN11501 River Lane, Germantown, WI 53022WI2014-08$258,063
7Kiwanis Foundation Of Metropolitan Kenosha IncPo Box 67, Kenosha, WI 53141WI2013-06$137,303
8Forward The River Falls Public Schools Education Foundation IncPO BOX 183, River Falls, WI 54022-0183WI2013-05$50,743
9Rebuild SudanN3949a County Road J, Monroe, WI 53566WI2008-04$44,656
10Battle On Bago Foundation IncPO BOX 3965, Oshkosh, WI 54903-3965WI2013-12$35,951
11Spring Valley Education Foundation IncP O Box 141, Spring Valley, WI 54767WI2004-02$17,153
12Sydneylauren Tabakin Memorial Fund Inc111 W Dogwood Ct, Mequon, WI 53092-5892WI2010-12$4,078
13Wsj Charitable Foundation Inc18732 78th Ave, Chippewa Fls, WI 54729-8274WI2007-04$720
14Redcat Academy Foundation Inc11000 W Park Pl Ste Scherbel, Milwaukee, WI 53224-3615WI1996-12$98
15Bruce Community Education Foundaition Inc104 W Washington Ave, Bruce, WI 54819-9641WI2006-10$0
16Casey Blume Memorial Foundation IncH3517 County Hwy N, Colby, WI 54421WI2014-06$0
17Cesa 8 Advocates Inc223 W Park St, Gillett, WI 54124-9414WI2014-08$0
18De Forest Lions Foundation Inc617 Russell St, De Forest, WI 53532-1226WI2013-07$0
19Education Foundation Of Brown Deer Inc8200 N 60th St, Brown Deer, WI 53223-3539WI2014-08$0
20Educational Foundation Of Waupun Inc101 S MADISON ST PO BOX 630, Waupun, WI 53963WI2012-02$0
Number of organizations performing similar types of work
Alaska7
Alabama39
Arkansas28
Arizona62
California468
Colorado75
Connecticut42
District of Columbia26
Delaware21
Florida199
Georgia92
Hawaii20
Iowa51
Idaho25
Illinois163
Indiana50
Kansas30
Kentucky52
Louisiana31
Massachusetts119
Maryland69
Maine25
Michigan104
Minnesota55
Missouri67
Mississippi19
Montana15
North Carolina95
North Dakota4
Nebraska19
New Hampshire31
New Jersey157
New Mexico21
Nevada24
New York236
Ohio140
Oklahoma40
Oregon47
Pennsylvania119
Rhode Island23
South Carolina34
South Dakota7
Tennessee57
Texas254
Utah22
Virginia97
Vermont10
Washington103
Wisconsin57
West Virginia11
Wyoming7
International17
Total3,586

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Francis R And Ruth E Oberreich Foundation and has no official or unofficial affiliation with Francis R And Ruth E Oberreich Foundation