Joseph P And Ann Wenzler Family Foundation, Wenzler Joseph P & Ann Ttee in Mequon, 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
- Organizations performing similar types of work
| Joseph P And Ann Wenzler Family Foundation, Wenzler Joseph P & Ann Ttee | |
| Employer Identification Number (EIN) | 396732576 |
| Name of Organization | Joseph P And Ann Wenzler Family Foundation |
| Secondary Name | Wenzler Joseph P & Ann Ttee |
| Address | 10056 N Range Line Rd, Mequon, WI 53092-5433 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $735,535 |
| Amount of Income | $217,085 |
| Form 990 Revenue Amount | $92,851 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2012: $217,085 (it was $92,851 in 2011)
| Joseph P And Ann Wenzler Family Foundation, Wenzler Joseph P & Ann Ttee: | $217,085 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2012: $735,535 (it was $609,625 in 2011)
| This organization: | $735,535 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $56,614
| This organization: | $56,614 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 3.8
| This organization: | 3.8 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 83.2%
| Joseph P And Ann Wenzler Family Foundation, Wenzler Joseph P & Ann Ttee: | 83.2% |
| Other organizations performing similar types of work: | 79.6% |
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 | $182,524 | $63,929 | $0 | |
| Contributions, gifts, grants, etc., received | $151,917 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,679 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $19,928 | |||
| Total expenses and disbursements | $56,614 | $244 | $0 | $54,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $614 | $244 | $0 | |
| Contributions, gifts, grants paid | $56,000 | |||
| Excess of revenue over expenses and disbursements | $125,910 | |||
| Net investment income | $63,685 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $735,535 | $826,969 |
| Cash - non-interest-bearing | $39,229 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $696,306 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $735,535 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,928 |
| 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 | $637 |
| Total credits and payments | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
| 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 | $237 |
| 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 | $682,009 |
| Net value of noncharitable-use assets | $671,780 |
| Minimum investment return | $33,589 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,952 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,952 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Wanek-Vogel Foundation Ltd | 1 Ashley Way, Arcadia, WI 54612-1218 | WI | 2000-04 | $10,639,519 |
| 2 | Todd & Karen Wanek Family Foundation Ltd | 1 Ashley Way, Arcadia, WI 54612-1218 | WI | 2011-01 | $8,398,219 |
| 3 | Edmund J & Estelle D Walker Charitable Trust | 22130, Green Bay, WI 54305 | WI | 2009-12 | $8,358,901 |
| 4 | John & Kathy Reinhart Family Foundation Inc | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2013-03 | $5,234,756 |
| 5 | Ted And Grace Bachhuber Foundation Inc | PO BOX 228, Mayville, WI 53050-0228 | WI | 1983-04 | $4,341,520 |
| 6 | Redmond Famaily Foundation | W228n745 Westmound Dr, Waukesha, WI 53186-1654 | WI | 2005-03 | $3,461,652 |
| 7 | Tim & Kay Finch Foundation Inc | PO BOX 74, Blk River Fls, WI 54615-0074 | WI | 2011-08 | $3,363,287 |
| 8 | Victor And Christine Anthony Foundation Inc | PO BOX 385, Waupaca, WI 54981-0385 | WI | 2009-02 | $2,450,608 |
| 9 | Gen6 Foundation Inc | PO BOX 138, Milwaukee, WI 53201-0138 | WI | 2012-09 | $2,013,050 |
| 10 | Sadoff Fam Foundation, Sadoff Ronald Et Al Co-Ttee | 850 Morris St, Fond Du Lac, WI 54935-5612 | WI | 1999-10 | $2,003,867 |
| 11 | Sandy Oaks Foundation Inc | 6907 University Ave, Middleton, WI 53562-2767 | WI | 2002-01 | $1,996,582 |
| 12 | Antioch Ii Foundation Irrv Trust, Darwin Isaacson Ttee | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2009-09 | $1,915,024 |
| 13 | Spider Shores Foundation Inc | 4 Gusty Ct, Verona, WI 53593-7903 | WI | 2007-02 | $1,597,950 |
| 14 | Sms Foundation Inc | PO BOX 5324, Madison, WI 53705-0324 | WI | 2005-01 | $1,554,869 |
| 15 | Purple Moon Foundation Inc | 2201 Lakeland Ave, Madison, WI 53704-5636 | WI | 1999-12 | $1,322,502 |
| 16 | Integrity Tr, James W Embke Ttee | 1218 Mccann Dr, Altoona, WI 54720-2561 | WI | 2012-06 | $1,286,000 |
| 17 | Colony Brands Foundation Inc | 1112 7th Ave, Monroe, WI 53566-1364 | WI | 2004-09 | $1,267,565 |
| 18 | William Stark Jones Foundation, Landers Thomas J Et Al Ttee | 250 W Coventry Ct Ste 207, Milwaukee, WI 53217-3966 | WI | 2005-11 | $1,247,176 |
| 19 | Roundys Foundation Inc | PO BOX 473, Milwaukee, WI 53201-0473 | WI | 2003-11 | $1,166,345 |
| 20 | Pearson Family Foundation | 11402 N Canterbury Ln, Mequon, WI 53092-2777 | WI | 2011-07 | $1,165,763 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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