Lauterbach Scholarship Fund, C-O Firstar Bank Cedar Falls 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
| Lauterbach Scholarship Fund, C-O Firstar Bank Cedar Falls | |
| Employer Identification Number (EIN) | 426470008 |
| Name of Organization | Lauterbach Scholarship Fund |
| Secondary Name | C-O Firstar Bank Cedar Falls |
| In Care of Name | Cedar Falls Trust & Svngs Bk Ttee |
| Address | PO BOX 7900, Madison, WI 53707-7900 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $241,879 |
| Amount of Income | $131,679 |
| Form 990 Revenue Amount | $30,820 |
Non-representatives - add comments:
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 | $6,326 | $6,446 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,581 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,952 | $3,076 | $0 | $9,830 |
| Compensation of officers, directors, trustees, etc. | $3,297 | |||
| Total operating and administrative expenses | $5,202 | $3,076 | $1,080 | |
| Contributions, gifts, grants paid | $8,750 | |||
| Excess of revenue over expenses and disbursements | $-7,626 | |||
| Net investment income | $3,370 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $241,879 | $249,820 |
| Cash - non-interest-bearing | $241 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $234,311 | |
| Other | $7,327 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $241,879 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-255 |
| 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 | $67 |
| Total credits and payments | $569 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $569 |
| 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 | $0 |
| Overpayment | $502 |
| Amount to be credited to 2013 estimated tax | $68 |
| 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 | $243,899 |
| Net value of noncharitable-use assets | $240,240 |
| Minimum investment return | $12,012 |
| Distributable Amount (for 2012) | |
| Distributable amount | $11,945 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $11,945 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Lauderdale Lakes Aqua Skiers Inc | PO BOX 936, Elkhorn, WI 53121-0936 | WI | 1998-11 | $41,696 |
| 2 | Lauderdale Lakes Improvement Association | Po Box 542, Elkhorn, WI 53121 | WI | 1966-09 | $0 |
| 3 | Lauderdale-Lagrange Fire Dept Inc | W6080 Us Hwy 12, Whitewater, WI 53190-4033 | WI | 2006-01 | $112,720 |
| 4 | Laura Ingalls Wilder Memorial Socie Ty Inc | PO BOX 269, Pepin, WI 54759-0269 | WI | 1975-05 | $62,479 |
| 5 | Laura Nohr Trust U-W Fob Trout Unlimited | 345 E Grand Ave, Beloit, WI 53511-6226 | WI | 2003-09 | $16,345 |
| 6 | Laura W And Robert B Wilcox Foundation | 4667 N Wilshire Rd, Whitefish Bay, WI 53211-1261 | WI | 1995-08 | $5,851 |
| 7 | Lauretta M Byrne Residual Tr | PO BOX 7900, Madison, WI 53707-7900 | WI | 2004-06 | $48,698 |
| 8 | Lauri Jean Zach Center Incorporated | 337 York Rd, Glidden, WI 54527-2250 | WI | 1985-01 | $196,676 |
| 9 | Cummings Christensen Family Foundation Inc | 701 Deming Way, Madison, WI 53717-2916 | WI | 2002-05 | $258,998 |
| 10 | Lau & Bea Christensen Charitable Foundation | 723 Wilder Dr, Madison, WI 53704-6011 | WI | 2007-06 | $1,928,378 |
| 11 | Lauterbach Scholarship Fund, C-O Firstar Bank Cedar Falls | PO BOX 7900, Madison, WI 53707-7900 | WI | 1992-06 | $131,679 |
| 12 | Lawrence A & Clare A Liebe Family Foundation Inc | 3446 S Monterey Drive, New Berlin, WI 53151 | WI | 1996-12 | $35,010 |
| 13 | Lawrence Corporation Of Wisconsin | 711 E Boldt Way, Appleton, WI 54911-5690 | WI | 1983-09 | $126,000 |
| 14 | Lawrence E Dempsey Trust Us No 1024 | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | $8,782 | |
| 15 | Lawrence Lake Sports Club | PO BOX 219, Westfield, WI 53964-0219 | WI | 2006-12 | $23,457 |
| 16 | Lawrence Norbert Harry Schwabenlander Hilbert Scholarship | N5183 Hwy 57n, Chilton, WI 53014-9738 | WI | 2001-07 | $37,464 |
| 17 | Layton Study Center Inc | 12900 W North Ave, Brookfield, WI 53005-5217 | WI | 1991-03 | $318,712 |
| 18 | Lazarus Foundation Inc | Po Box 8031, Janesville, WI 53547-8031 | WI | 1999-06 | $0 |
| 19 | Lazarus Veterinary Clinics Inc, Racine Vet Clinic & Hospital | 5748 Taylor Ave, Mt Pleasant, WI 53403-9764 | WI | 2002-11 | $3,249,880 |
| 20 | Lazarz Family Foundation Inc | 4641 Signature Dr, Middleton, WI 53562-2364 | WI | 2008-01 | $113,012 |
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