Streich Family Foundation Inc 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
- Other organizations in Wisconsin
| Streich Family Foundation Inc | |
| Employer Identification Number (EIN) | 391574612 |
| Name of Organization | Streich Family Foundation Inc |
| In Care of Name | Charles F Streich |
| Address | 1423 W Westport Cir, Mequon, WI 53092-5753 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,072,525 |
| Amount of Income | $56,924 |
| Form 990 Revenue Amount | $48,858 |
Non-representatives - add comments:
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 | $82,134 | $78,869 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $17 | |||
| Dividends and interest from securities | $42,961 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $3,265 | |||
| Other | $35,891 | |||
| Total expenses and disbursements | $51,758 | $6,523 | $0 | $41,970 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $13,298 | $6,523 | $3,510 | |
| Contributions, gifts, grants paid | $38,460 | |||
| Excess of revenue over expenses and disbursements | $30,376 | |||
| Net investment income | $72,346 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,074,764 | $1,238,442 |
| Cash - non-interest-bearing | $33,526 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $281,840 | |
| Investments-corporate bonds | $505,481 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $220,779 | |
| Other | $33,138 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,074,764 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $35,891 |
| 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 | $1,447 |
| Total credits and payments | $3,265 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,265 |
| 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 | $1,818 |
| Amount to be credited to 2013 estimated tax | $1,818 |
| 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 | $1,142,103 |
| Net value of noncharitable-use assets | $1,124,980 |
| Minimum investment return | $56,249 |
| Distributable Amount (for 2012) | |
| Distributable amount | $54,802 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $54,802 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $21,544 |
| 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 | Sterling Education Services Inc | 3712 Spooner Ave, Altoona, WI 54720-1097 | WI | 2004-07 | $944,728 |
| 2 | Steven R Michels Charitable Foundation, Michels Steven R Ttee | PO BOX 128, Brownsville, WI 53006-0128 | WI | 2003-09 | $164,341 |
| 3 | Stevens Point Area Convention & Visitors Bureau Inc | 340 Division St N, Stevens Point, WI 54481-1153 | WI | 1989-07 | $534,532 |
| 4 | Stock Horse Of Wisconsin Inc | PO BOX 866, Sturgeon Bay, WI 54235-0866 | WI | 2006-10 | $26,034 |
| 5 | Stockholm Institute | PO BOX 628, Stockholm, WI 54769-0628 | WI | 1984-09 | $1,685 |
| 6 | Stollenwerk Family Charitable Foundation, Schuenke Donald J Ttee | 10941 N Range Line Rd, Mequon, WI 53092-4927 | WI | 2000-05 | $1 |
| 7 | Stone Bank Volunteer Fire, Stone Bank Fire Dept | W335n7107 Stone Bank Rd, Oconomowoc, WI 53066-1407 | WI | 2002-11 | $456,744 |
| 8 | Stone Fabricators Alliance Inc | PO BOX 106, Stevens Point, WI 54481-0106 | WI | 2009-07 | $200,735 |
| 9 | Stoughton Big Red-Stoughton Badger Booster | 505 Kensington Sq, Stoughton, WI 53589-4831 | WI | 2006-09 | $125 |
| 10 | Strattec Foundation Inc | 101 W Pleasant St Ste 210, Milwaukee, WI 53212-3963 | WI | 1997-10 | $385,543 |
| 11 | Streich Family Foundation Inc | 1423 W Westport Cir, Mequon, WI 53092-5753 | WI | 1987-03 | $56,924 |
| 12 | Strong Links Inc | N47w22107 Weyer Rd, Pewaukee, WI 53072-1548 | WI | 2002-11 | $413,951 |
| 13 | Structural Building Components Association | 6300 Enterprise Ln, Madison, WI 53719-1190 | WI | 1984-09 | $3,190,306 |
| 14 | Stuart R Stair Charitable Trust | 777 E Wisconsin Ave Ste 3500, Milwaukee, WI 53202-5313 | WI | 1986-10 | $31,414 |
| 15 | Students & Leaders Net Incorporated | 10 E Doty St Suite 800, Madison, WI 53703 | WI | 2008-05 | $60,575 |
| 16 | Sturgeon Bay Rotary Club Charitable Trust, C-O Bank Of Sturgeon Bay Trust Dept | C/O Baylake Bank Trustee 217 N 4th, Sturgeon Bay, WI 54235 | WI | 1991-08 | $206,865 |
| 17 | Sturgeon Bay Visitor & Convention Bureau Inc | 36 S 3rd Ave, Sturgeon Bay, WI 54235-2292 | WI | 1995-06 | $463,715 |
| 18 | Sturgeon Bay Yacht Club | 600 Nautical Dr, Sturgeon Bay, WI 54235-1982 | WI | 1965-06 | $537,409 |
| 19 | Summit Credit Union | PO BOX 8046, Madison, WI 53708-8046 | WI | 1971-04 | $112,594,327 |
| 20 | Summit Educational Association Inc | 2201 S 7th St 2nd Flr, Milwaukee, WI 53215-2775 | WI | 1993-10 | $488,653 |
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