Mortenson Fam Foundation Tr, Coragetz Thomas G Ttee 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
| Mortenson Fam Foundation Tr, Coragetz Thomas G Ttee | |
| Employer Identification Number (EIN) | 396659441 |
| Name of Organization | Mortenson Fam Foundation Tr |
| Secondary Name | Coragetz Thomas G Ttee |
| Address | 3001 W Beltline Hwy Ste 202, Madison, WI 53713-2832 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| 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 | $416,194 |
| Amount of Income | $456,745 |
| Form 990 Revenue Amount | $-568 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
Non-representatives - add comments:
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 | $-568 | $12,287 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $38 | |||
| Dividends and interest from securities | $12,249 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $284,877 | $1,353 | $0 | $282,480 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,397 | $1,353 | $0 | |
| Contributions, gifts, grants paid | $282,480 | |||
| Excess of revenue over expenses and disbursements | $-285,445 | |||
| Net investment income | $10,934 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $416,194 | $419,310 |
| Cash - non-interest-bearing | $14,122 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $401,889 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $183 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $416,194 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-12,855 |
| 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 | $109 |
| Total credits and payments | $183 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $183 |
| 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 |
| Overpayment | $74 |
| Amount to be credited to 2012 estimated tax | $74 |
| 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? | 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 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 | $527,566 |
| Net value of noncharitable-use assets | $519,660 |
| Minimum investment return | $25,983 |
| Distributable Amount (for 2011) | |
| Distributable amount | $25,874 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $25,874 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Moravian Mt Morris Center Inc | PO BOX 676, Wautoma, WI 54982-0676 | WI | 1992-06 | $562,662 |
| 2 | Jeffrey C Kasch Foundation Inc | 2533 N Wahl Ave, Milwaukee, WI 53211-3825 | WI | 1986-02 | $764,638 |
| 3 | Morgan Masterpieces Inc | 1805 County Road E, Blue Mounds, WI 53517-9639 | WI | 1999-06 | $57,384 |
| 4 | Morgridge Institute For Researchinc | 614 Walnut St 13th Fl, Madison, WI 53726-2336 | WI | 2007-12 | $51,960,381 |
| 5 | Morley-Murphy Foundation | 525 Junction Rd Ste 2000, Madison, WI 53717-2154 | WI | 1962-09 | $2,140,293 |
| 6 | Morning Star Montessori | PO BOX 88, Cedarburg, WI 53012-0088 | WI | 2002-12 | $32,518 |
| 7 | Morning Sun Care Home Inc | N4166 County Rd E, Brodhead, WI 53520-9642 | WI | 2000-06 | $321,863 |
| 8 | Morris Family Foundation Inc | 832 Country Club Ln, Onalaska, WI 54650-7703 | WI | 1986-04 | $1,405,198 |
| 9 | Morrison Volunteer Fire Department Inc | 7211 Hwy W, Greenleaf, WI 54126 | WI | 1967-07 | $169,950 |
| 10 | Morrow Memorial Home Foundation Inc | 331 S Water St, Sparta, WI 54656-1726 | WI | 1989-12 | $59,892 |
| 11 | Mortenson Fam Foundation Tr, Coragetz Thomas G Ttee | 3001 W Beltline Hwy Ste 202, Madison, WI 53713-2832 | WI | 1998-04 | $456,745 |
| 12 | Moses And Caroline Shallow Scholarship Foundation Inc | PO BOX 141, Wausaukee, WI 54177-0141 | WI | 1988-01 | $382,347 |
| 13 | Mosinee Area Chamber Of Commerce Inc | 201 Main St, Mosinee, WI 54455-1443 | WI | 2000-06 | $124,723 |
| 14 | Mosinee Cemetery Assn Inc | PO BOX 201, Mosinee, WI 54455-0201 | WI | 1946-06 | $30,413 |
| 15 | Mosinee Hockey Club Inc | PO BOX 214, Mosinee, WI 54455-0214 | WI | 1972-06 | $144,800 |
| 16 | Mosinee Preschool | 901 11th St, Mosinee, WI 54455-1212 | WI | 1983-12 | $173,384 |
| 17 | Mosinee Silverblades Figure Skating Club Inc | PO BOX 284, Mosinee, WI 54455 | WI | 2008-03 | $100,061 |
| 18 | Mosinee Youth Girls Softball | 802 18th Street, Mosinee, WI 54455 | WI | 2008-07 | $32,789 |
| 19 | Most Worshipful Prince Hall Grand Lodge F & A M Of Wisconsin Inc, Prince Hall Masonic Center | 600 West Walnut Street, Milwaukee, WI 53212 | WI | 1989-11 | $151,966 |
| 20 | Mother Kathryn Daniels Conference Center Inc | 3500 W Mother Daniels Way, Milwaukee, WI 53209-5311 | WI | 2005-04 | $46,463 |
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