Thomas J Bliffert Foundation Inc 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
Thomas J Bliffert Foundation Inc | |
Employer Identification Number (EIN) | 391364810 |
Name of Organization | Thomas J Bliffert Foundation Inc |
Address | 111 E Wisconsin Ave Ste 1800, Milwaukee, WI 53202-4809 |
Activities | Described in section 170(b)1)(a)(vi) of the Code, Literary activities, Achievement pries of awards |
Subsection | Charitable Organization |
Ruling Date | 11/1980 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2012 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $387,799 |
Amount of Income | $208,058 |
Form 990 Revenue Amount | $-9,409 |
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 | $10,161 | $10,161 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $77 | |||
Dividends and interest from securities | $9,425 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $659 | |||
Total expenses and disbursements | $13,106 | $0 | $0 | $8,860 |
Compensation of officers, directors, trustees, etc. | $315 | |||
Total operating and administrative expenses | $4,246 | $0 | $0 | |
Contributions, gifts, grants paid | $8,860 | |||
Excess of revenue over expenses and disbursements | $-2,945 | |||
Net investment income | $10,161 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $387,799 | $494,759 |
Cash - non-interest-bearing | $7,206 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $380,593 | |
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 | $387,799 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $659 |
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 | $203 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $203 |
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 | $489,528 |
Net value of noncharitable-use assets | $482,180 |
Minimum investment return | $24,109 |
Distributable Amount (for 2012) | |
Distributable amount | $23,906 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $23,906 |
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 | Theatrical Tendencies Inc | 2152 S 105th St, Milwaukee, WI 53227-1212 | WI | 2010-07 | $2,506 |
2 | Theodore And Catherine Schulte Foundation | 525 Junction Rd Ste 2000, Madison, WI 53717-2154 | WI | 1976-04 | $533,097 |
3 | Theodore And Sibylla Pauly Family Foundation | 4979 Catalina Ct, Manitowoc, WI 54220-8743 | WI | 2009-02 | $4,551 |
4 | Thiensville Mequon Youth Baseball Assn | PO BOX 633, Thiensville, WI 53092-0633 | WI | 2005-02 | $163,271 |
5 | Thiensville-Mequon Rotary Foundation Inc | 11520 N Port Washington Road No 204, Mequon, WI 53092-3432 | WI | 1989-11 | $108,349 |
6 | Third Avenue Playhouse Inc | PO BOX 843, Sturgeon Bay, WI 54235-0843 | WI | 1999-11 | $242,340 |
7 | Thomas A Fox Charitable Trust | 200 E Ravine Dr, Mequon, WI 53092-5888 | WI | 1995-05 | $85,554 |
8 | Thomas A Plein Foundation Ltd | 3415 Commerce Ct, Appleton, WI 54911-8439 | WI | 1987-03 | $2,649,861 |
9 | Thomas And Janet Plumb Family Foundation Inc | 1221 John Q Hammons Dr, Madison, WI 53717-2912 | WI | 2004-12 | $11,770 |
10 | Thomas And Nancy Florsheim Family Foundation | PO BOX 1188, Milwaukee, WI 53201-1188 | WI | $1,566,619 | |
11 | Thomas J Bliffert Foundation Inc | 111 E Wisconsin Ave Ste 1800, Milwaukee, WI 53202-4809 | WI | 1980-11 | $208,058 |
12 | Thomas J Lynch Trust, C-O James M Bauer | 2018 Randolph Ave, New Holstein, WI 53061-1032 | WI | 1993-03 | $12,227 |
13 | Thomas J Rolfs Foundation Inc | PO BOX 70, Nashotah, WI 53058-0070 | WI | 1961-01 | $9,655,333 |
14 | Thomas S Kemp Foundation Inc | W 8840 Hwy Cs, Poynette, WI 53955 | WI | 1997-07 | $144,247 |
15 | Thompson Foundation Inc, C-O Richard J Glaser | 15255 Watertown Plank Rd, Elm Grove, WI 53122-2338 | WI | 1992-04 | $100,245 |
16 | Thor Johnson Endowment Trust | PO BOX 340, Ephraim, WI 54211-0340 | WI | 1994-02 | $3,026,929 |
17 | Thoreson Family Foundation Inc | 2718 Summerset Cir, Suamico, WI 54173-8013 | WI | 1981-10 | $14,013 |
18 | Thorson Elementary School Pto Inc | W51n932 Keup Road, Cedarburg, WI 53012 | WI | 2008-12 | $38,488 |
19 | Thrasher Opera House Corporation | 510 Mill St, Green Lake, WI 54941-9575 | WI | 1998-12 | $257,156 |
20 | Threads Of Hope | 9447 N Oakwood Ave, Neenah, WI 54956-9512 | WI | 2008-02 | $824,728 |
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