Margaret Banta Humleker Charitable Foundation Inc 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
| Margaret Banta Humleker Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 391427005 |
| Name of Organization | Margaret Banta Humleker Charitable Foundation Inc |
| Address | 3415 Gateway Road, Brookfield, WI 53045-5166 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 11/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $45,425 |
| Amount of Income | $56,004 |
| Form 990 Revenue Amount | $65,006 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $56,004 | $4 | $0 | |
| Contributions, gifts, grants, etc., received | $56,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $76,418 | $0 | $0 | $76,333 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $85 | $0 | $0 | |
| Contributions, gifts, grants paid | $76,333 | |||
| Excess of revenue over expenses and disbursements | $-20,414 | |||
| Net investment income | $4 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $45,425 | $45,425 |
| Cash - non-interest-bearing | $45,425 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $45,425 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $51,443 |
| Net value of noncharitable-use assets | $50,680 |
| Minimum investment return | $2,534 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,534 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,534 |
| 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 | Marathon Residential And Counseling Services Inc | 1611 North 7th Street, Wausau, WI 54403-3494 | WI | 1991-08 | $1,306,990 |
| 2 | Marc And Marian Anderson Family Foundation Inc | 4500 Scenic Way, De Pere, WI 54115-9521 | WI | 1999-03 | $10,278 |
| 3 | Marc And Michele Butlein Family Foundation, Butlein Marc Ttee | 222 E Erie Street, Milwaukee, WI 53202-6036 | WI | 1998-04 | $69,434 |
| 4 | Marc Foundation Of Dane County Inc | 901 Post Rd, Madison, WI 53713-3260 | WI | 1994-06 | $309,862 |
| 5 | Marcella S Pendall Charitable Remainder Annuity Tr, Butters J Ttee | 3306 Quincy Ave, Madison, WI 53704-4321 | WI | 1999-05 | $133,444 |
| 6 | Marcellon-Courtland-Springvale Mutual Insurance Company | 144 N Main St, Pardeeville, WI 53954-8004 | WI | 1944-07 | $1,024,032 |
| 7 | Marco Services Inc | 1114 S 11th St, Manitowoc, WI 54220-5217 | WI | 1980-02 | $324,893 |
| 8 | Marcus Corporation Employee Benefits Trust | 100 E Wisconsin Ave Ste 1900, Milwaukee, WI 53202-4132 | WI | 1989-08 | $10,875,945 |
| 9 | Marcus Corporation Foundation Inc | 100 E Wisconsin Ave Ste 1900, Milwaukee, WI 53202-4132 | WI | 1963-08 | $2,259,084 |
| 10 | Marcus Fam Charitable Tr, Marcus Stephen & Joan Co-Ttees | 301 N Broadway Ste 300, Milwaukee, WI 53202-2660 | WI | 1997-06 | $241,975 |
| 11 | Margaret Banta Humleker Charitable Foundation Inc | 3415 Gateway Road, Brookfield, WI 53045-5166 | WI | 1984-04 | $56,004 |
| 12 | Margaret Collins Testamentary Trust | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2006-02 | $64,853 |
| 13 | Margaret Howard Christian Leadership Institute Inc, Margaret Howard Christian Schools | 1127 S 35th St, Milwaukee, WI 53215-1409 | WI | 2009-08 | $329,917 |
| 14 | Margaret P Stevenson Foundation | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2000-03 | $298,999 |
| 15 | Margaret Pfeffer Misey Trust, Misey Robert J Ttee | 4743 N Cramer St, Whitefish Bay, WI 53211-1228 | WI | $87,385 | |
| 16 | Margaret S Keizer Tr Uw | 10 Keystone Pkwy, Platteville, WI 53818-3884 | WI | 2000-03 | $2,665 |
| 17 | Margaretanns Place Inc | 912 N Hawley Rd 216, Milwaukee, WI 53213-3222 | WI | 1999-11 | $124,891 |
| 18 | Marguerite V Brown Testamentary Trust | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 1986-04 | $223,154 |
| 19 | Marian Center For Peace Inc | 241 Apricot Street, Wisconsin Rapids, WI 54494-2836 | WI | 2005-04 | $0 |
| 20 | Marian R Scheibe Foundation Inc | 111 E Wisconsin Ave Ste 1800, Milwaukee, WI 53202-4809 | WI | 1984-09 | $23,827 |
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