The Monches Foundation Inc in North Lake, 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
- Organizations performing similar types of work
| The Monches Foundation Inc | |
| Employer Identification Number (EIN) | 391868294 |
| Name of Organization | The Monches Foundation Inc |
| In Care of Name | James Ewens |
| Address | PO BOX 25, North Lake, WI 53064-0025 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 12/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $63,488 |
| Amount of Income | $68,987 |
| Form 990 Revenue Amount | $14,872 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2012: $68,987 (it was $91,445 in 2011)
| This organization: | $68,987 |
| Other organizations performing similar types of work: | $72,336 |
Assets in 2012: $63,488 (it was $107,430 in 2011)
| The Monches Foundation Inc: | $63,488 |
| Other organizations performing similar types of work: | $239,394 |
Expenses in 2012: $54,951
| The Monches Foundation Inc: | $54,951 |
| Other organizations performing similar types of work: | $40,888 |
Income to expenses ratio in 2012: 1.3
| This organization: | 1.3 |
| Other organizations performing similar types of work: | 1.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 0.1% |
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 | $11,009 | $11,009 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,543 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,466 | |||
| Total expenses and disbursements | $54,951 | $2,080 | $0 | $52,871 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,080 | $2,080 | $0 | |
| Contributions, gifts, grants paid | $52,871 | |||
| Excess of revenue over expenses and disbursements | $-43,942 | |||
| Net investment income | $8,929 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $63,488 | $63,488 |
| Cash - non-interest-bearing | $3,720 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $59,768 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $63,488 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,466 |
| 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 | $89 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $89 |
| 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 | $152,393 |
| Net value of noncharitable-use assets | $150,100 |
| Minimum investment return | $7,505 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,416 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,416 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sylvester H Reed Memorial Trust | PO BOX 1111, Pflugerville, TX 78691-1111 | TX | 1998-01 | $1,242,927 |
| 2 | Wisconsin Hispanic Scholarship Foundation Inc | 2997 S 20th St, Milwaukee, WI 53215-3742 | WI | 1962-05 | $1,600,520 |
| 3 | Ruth And Pat Crawford Family Foundation Inc | PO BOX 7900, Madison, WI 53707-7900 | WI | 1997-02 | $263,643 |
| 4 | The Dorothy And Margaretha Schmidtbauer Foundation Inc | 21425 Spring St Ste Bldg D, Union Grove, WI 53182-9707 | WI | 1997-07 | $210,539 |
| 5 | 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 |
| 6 | Westby Norse Scholarship Fund | 505 W State St, Westby, WI 54667-1246 | WI | 1991-04 | $149,291 |
| 7 | Wisconsin Agc Construction Education Foundation Inc, C-O Lynn E Legault | 4814 E Broadway, Madison, WI 53716-4141 | WI | 1993-02 | $103,879 |
| 8 | Waupaca High School Scholarship Foundation Inc | E2325 King Rd, Waupaca, WI 54981-8270 | WI | 1994-06 | $99,531 |
| 9 | Seymour Community School Scholarship Trust | PO BOX 67, Seymour, WI 54165-0067 | WI | 1994-09 | $80,086 |
| 10 | The Monches Foundation Inc | PO BOX 25, North Lake, WI 53064-0025 | WI | 1997-12 | $68,987 |
| 11 | Wisconsin State Telecommunicatons Foundation Inc | 122 W Washington Ave Ste 1050, Madison, WI 53703-2718 | WI | 1965-12 | $67,459 |
| 12 | Wisconsin Women In Government Inc | PO BOX 2543, Madison, WI 53701-2543 | WI | 1992-03 | $54,491 |
| 13 | Badger Union High School Endowment Fund Inc, C-O Richard W Torhorst | PO BOX 1300, Lake Geneva, WI 53147-6300 | WI | 1994-09 | $46,347 |
| 14 | Friends Of St Patricks Inc | Po Box 435, Reedsville, WI 54230 | WI | 1996-07 | $23,012 |
| 15 | R W Truscott Family Scholarship Fund | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1998-02 | $12,453 |
| 16 | Cameron Area Scholarship Foundation | Po Box 152, Cameron, WI 54822 | WI | 1991-11 | $11,927 |
| 17 | Ronald W Drum Charitable Tr | PO BOX 10, Manitowoc, WI 54221-0010 | WI | 1997-11 | $11,903 |
| 18 | Wisconsin Academy Of Physician Assistants Foundation Inc | 563 Carter Court Suite B, Kimberly, WI 54136-2201 | WI | 1991-04 | $9,800 |
| 19 | North Crawford Fine Arts Council | Po Box 142, Soldiers Grove, WI 54655 | WI | 1995-09 | $6,058 |
| 20 | Clayton Education Foundation Inc | Po Box 130, Clayton, WI 54004 | WI | 1995-09 | $797 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,412 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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