Melvin R Lane Trust Fbo Various Charities 102059 in Milwaukee, 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
Melvin R Lane Trust Fbo Various Charities 102059 | |
Employer Identification Number (EIN) | 136049509 |
Name of Organization | Melvin R Lane Trust Fbo Various Charities 102059 |
In Care of Name | Manufacturers Hanover Trust Co |
Address | PO BOX 3038, Milwaukee, WI 53201-3038 |
Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
Ruling Date | 12/1970 |
Foundation | All organizations except 501(c)(3) |
Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
Tax Period | 12/2011 |
Assets | $10,000 to $24,999 |
Income | $10,000 to $24,999 |
Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
Asset Amount | $15,332 |
Amount of Income | $14,072 |
Form 990 Revenue Amount | $1,460 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $1,460 | $1,460 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $1 | |||
Dividends and interest from securities | $560 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $899 | |||
Total expenses and disbursements | $843 | $116 | $0 | $722 |
Compensation of officers, directors, trustees, etc. | $155 | |||
Total operating and administrative expenses | $160 | $116 | $39 | |
Contributions, gifts, grants paid | $683 | |||
Excess of revenue over expenses and disbursements | $617 | |||
Net investment income | $1,344 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $15,332 | $13,754 |
Cash - non-interest-bearing | $163 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $14,562 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $607 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $15,332 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $899 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $27 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $27 |
Amount to be credited to 2012 estimated tax | $0 |
Statements Regarding Activities (for 2011) | |
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 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $15,201 |
Net value of noncharitable-use assets | $14,980 |
Minimum investment return | $749 |
Distributable Amount (for 2011) | |
Distributable amount | $722 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $722 |
Undistributed income for 2011. This amount must be distributed in 2012 | $683 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | 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 | Medina Center Inc | 240 Cutler St, Waukesha, WI 53186-4943 | WI | 2003-11 | $24,484 |
2 | Meeleus Charitable Trust, 040009441900 | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2006-10 | $1,038,513 |
3 | Meeting House Nursery School Inc | 900 University Bay Dr, Madison, WI 53705-2249 | WI | 1975-04 | $603,876 |
4 | Mega Charities Foundation Inc | 1201 S Hastings Way, Eau Claire, WI 54701-4459 | WI | 2004-06 | $104,011 |
5 | Melanie V Chmielewski Educational Trust, C-O Alfred A Drosen Jr | 2448 S 102nd St Ste 170, W Allis, WI 53227-2141 | WI | 1991-11 | $1 |
6 | Melissa Fund Inc | Bmo Harris Bank Na 111 E Kilbourn A, Milwaukee, WI 53202 | WI | 2003-09 | $24,696 |
7 | Melitta S Pick Charitable Trust | 777 E Wisconsin Ave Ste 3800, Milwaukee, WI 53202-5367 | WI | 1972-11 | $42,906,870 |
8 | Mellen Jr Golf Inc | Po Box 620, Mellen, WI 54546 | WI | 2008-08 | $558 |
9 | Melvin F Wagner Foundation | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 1970-04 | $4,796,700 |
10 | Melvin L Mckay Trust 03756030 | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | $390,220 | |
11 | Melvin R Lane Trust Fbo Various Charities 102059 | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1970-12 | $14,072 |
12 | Melvin S Jozwiak Scholarship Tr, Resnick Janet F Ttee | 400 N Broadway Ste 100, Milwaukee, WI 53202-5865 | WI | 1999-05 | $13,159 |
13 | Members Advantage Credit Union | 1610 Lincoln St, Wisc Rapids, WI 54494-5920 | WI | 1971-04 | $4,662,790 |
14 | Members First Credit Union | 3401 W Beltline Hwy, Madison, WI 53713-2836 | WI | 1971-04 | $1,432,990 |
15 | Members United Credit Union | PO BOX 217, Neenah, WI 54957-0217 | WI | 1971-04 | $317,166 |
16 | Memmen Family Foundation Inc | 4492 Choctaw Trl, Green Bay, WI 54313-6781 | WI | 2001-01 | $303,077 |
17 | Memorial Building Corp Burlington Veterans | PO BOX 215, Burlington, WI 53105-0215 | WI | 1960-04 | $1,358,907 |
18 | Memorial Go-Kart In | 5308 State Hwy 175, Hartford, WI 53027 | WI | 2008-09 | $0 |
19 | Memorial Healthcare Foundation Inc | PO BOX 40, Friendship, WI 53934-0040 | WI | 1994-06 | $109,086 |
20 | Memorial Healthcare Foundation Inc | 800 Clay St, Darlington, WI 53530-1228 | WI | 1983-10 | $31,111 |
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