Veda Sweeney Trust Fund in Waukesha, 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
| Veda Sweeney Trust Fund | |
| Employer Identification Number (EIN) | 396316399 |
| Name of Organization | Veda Sweeney Trust Fund |
| Address | PO BOX 648, Waukesha, WI 53187-0648 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 01/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2011 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $50,857 |
| Form 990 Revenue Amount | $5,615 |
Non-representatives - add comments:
Expenses 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 | $5,615 | $5,615 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $119 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,489 | |||
| Total expenses and disbursements | $55,031 | $2,017 | $0 | $54,706 |
| Compensation of officers, directors, trustees, etc. | $625 | |||
| Total operating and administrative expenses | $3,192 | $2,017 | $2,867 | |
| Contributions, gifts, grants paid | $51,839 | |||
| Excess of revenue over expenses and disbursements | $-49,416 | |||
| Net investment income | $3,598 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $5,489 |
| 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 | $36 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $36 |
| 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? | 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 | $52,665 |
| Net value of noncharitable-use assets | $51,880 |
| Minimum investment return | $2,594 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,558 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,558 |
| 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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| Other organizations in Wisconsin | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Valley Credit Union | 1680 E Park Ave, Chippewa Fls, WI 54729-3504 | WI | 2014-11 | $852,133 |
| 2 | Valley Figure Skating Club Inc | 4509 N Stonebridge Ct, Appleton, WI 54913-7796 | WI | 2004-04 | $145,342 |
| 3 | Valley Kids Foundation Inc | 128 N Durkee St, Appleton, WI 54911-5427 | WI | 1992-07 | $183,201 |
| 4 | Valley Packaging Industries Inc | 110 N Kensington Dr, Appleton, WI 54915-3303 | WI | 1958-12 | $14,848,802 |
| 5 | Valley Stewardship Network Inc | 110 S Main St, Viroqua, WI 54665-1646 | WI | 2001-05 | $109,172 |
| 6 | Van Dyne Sportsmen Club Inc | PO BOX 8, Van Dyne, WI 54979-0008 | WI | 1983-07 | $98,060 |
| 7 | Van Dyne Volunteer Fire Department | N9515 Van Dyne Rd, Van Dyne, WI 54979-9427 | WI | 1942-12 | $130,620 |
| 8 | Van Hoof Family Foundatiob Inc | PO BOX 7110, Appleton, WI 54912-7067 | WI | 1996-12 | $118,690 |
| 9 | Vander Ploeg Family Foundation Inc | PO BOX 199, Oostburg, WI 53070 | WI | 2008-02 | $45,200 |
| 10 | Variety-The Childrens Charity Of Wisconsin Inc | PO BOX 1997 SUITE C120A, Milwaukee, WI 53201-1997 | WI | 1960-07 | $781,635 |
| 11 | Veda Sweeney Trust Fund | PO BOX 648, Waukesha, WI 53187-0648 | WI | 1984-01 | $50,857 |
| 12 | Velkommen Inc | PO BOX 26, Crandon, WI 54520-0026 | WI | 1976-02 | $106,274 |
| 13 | Venturedyne Ltd Foundation | 600 College Ave, Pewaukee, WI 53072-3572 | WI | 1966-10 | $4 |
| 14 | Ventures In People Foundation Inc | PO BOX 1062, West Bend, WI 53095-8062 | WI | 1983-06 | $72,747 |
| 15 | Ventures Unlimited Inc | PO BOX 623, Shell Lake, WI 54871-0623 | WI | 1989-06 | $2,431,755 |
| 16 | Vera Court Neighborhood Center Inc | 614 Vera Ct, Madison, WI 53704-1938 | WI | 1999-01 | $971,193 |
| 17 | Verified Independent Service Providers Association Inc, Vispa | 657 S 72nd St Unit A, Milwaukee, WI 53214-1558 | WI | 2011-02 | $2,100 |
| 18 | Verlyn E Grahl Foundation Inc | 130 S Main St, Fond Du Lac, WI 54935-4210 | WI | 1999-02 | $275,937 |
| 19 | Vernon County Humane Society Inc | 1150 Nelson Pkwy, Viroqua, WI 54665-1953 | WI | 1999-10 | $91,320 |
| 20 | Vernon Economic Development Association Inc | 1201 N Main St Ste 6, Viroqua, WI 54665-1171 | WI | 2007-07 | $743,727 |
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