John K Schuster Trust in Madison, 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
| John K Schuster Trust | |
| Employer Identification Number (EIN) | 396035821 |
| Name of Organization | John K Schuster Trust |
| In Care of Name | Us Bank Trust Tax Dept |
| Address | PO BOX 7900, Madison, WI 53707-7900 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Educational Organization |
| Ruling Date | 05/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $303,521 |
| Amount of Income | $357,050 |
| Form 990 Revenue Amount | $16,072 |
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 | $16,072 | $16,072 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,489 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,583 | |||
| Total expenses and disbursements | $18,445 | $4,045 | $0 | $14,308 |
| Compensation of officers, directors, trustees, etc. | $4,271 | |||
| Total operating and administrative expenses | $5,314 | $4,045 | $1,177 | |
| Contributions, gifts, grants paid | $13,131 | |||
| Excess of revenue over expenses and disbursements | $-2,373 | |||
| Net investment income | $12,027 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $235,791 | $267,859 |
| 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 | $231,963 | |
| Other | $3,828 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $235,791 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,583 |
| 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 | $241 |
| Total credits and payments | $76 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $76 |
| 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 | $165 |
| 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? | Yes |
| 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? | Yes |
| 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 | $285,614 |
| Net value of noncharitable-use assets | $281,340 |
| Minimum investment return | $14,067 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,826 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,826 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,649 |
| 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 | John G Meachem Iii Rw & V St Lukes | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 1972-05 | $251,331 |
| 2 | John G Meachem Jr Trust | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 1972-05 | $148,163 |
| 3 | John H & Kathleen H Schneider Fam Foundation Inc | 10620 N Port Washington Rd, Mequon, WI 53092-5048 | WI | 2000-04 | $361,978 |
| 4 | John H Witte Jr Educational Trust, Firstar Bank Na | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | $469,708 | |
| 5 | John H Witte Jr Foundation | PO BOX 7900, Madison, WI 53707-7900 | WI | 1980-02 | $5,286,131 |
| 6 | John J & Ruth F Kloss Charitable Tr 050010251200 | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2006-12 | $3,209,551 |
| 7 | John J Arlotta Family Foundation | 780 N Water St, Milwaukee, WI 53202-3512 | WI | 2007-11 | $8 |
| 8 | John J Burke Family Foundation Inc | 622 N Water St Ste 200, Milwaukee, WI 53202-4997 | WI | 1988-06 | $7,500 |
| 9 | John J Frautschi Family Foundation Inc | 303 Lakewood Blvd, Madison, WI 53704-5917 | WI | 1986-12 | $2,863,534 |
| 10 | John K Maciver Institute For Public Policy Inc | 44 E Mifflin St Ste 201, Madison, WI 53703-2895 | WI | 2008-12 | $398,830 |
| 11 | John K Schuster Trust | PO BOX 7900, Madison, WI 53707-7900 | WI | 1972-05 | $357,050 |
| 12 | John M Kohler Foundation Inc | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2004-12 | $1,298,405 |
| 13 | John M Olin Trust | PO BOX 7900, Madison, WI 53707-7900 | WI | 1944-01 | $120,402 |
| 14 | John M Schmitt Memorial Ride Inc | 6314 Glen View Pkwy, West Bend, WI 53095-9104 | WI | 2000-11 | $6,060 |
| 15 | John Michael Davis Memorial Trust | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1994-11 | $50,584 |
| 16 | John N & Kathleen S Macdonough Foundation Inc | 6208 Brumder Rd, Hartland, WI 53029-9709 | WI | 1998-05 | $186,474 |
| 17 | John Oster Family Foundation Inc | PO BOX 340035, Milwaukee, WI 53234-0035 | WI | 1959-08 | $204,816 |
| 18 | John P Mentzer Scolarship Trust | PO BOX 7900, Madison, WI 53707-7900 | WI | 1962-11 | $140,601 |
| 19 | John R & Beverly J Larson Foundation, Larson Field & Springer Co-Ttee | PO BOX 404, Sparta, WI 54656-0404 | WI | 1998-07 | $133,481 |
| 20 | John R And Susan B Mccoy Family Foundation, John R Mccoy Ttee | 7526 Red Fox Trl, Madison, WI 53717-1860 | WI | 2008-06 | $120,798 |
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