White Memorial Trust Tws-2126c Nect 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
| White Memorial Trust Tws-2126c Nect | |
| Employer Identification Number (EIN) | 756010010 |
| Name of Organization | White Memorial Trust Tws-2126c Nect |
| In Care of Name | Chase Manhattan Bank Ttee |
| Address | PO BOX 3038, Milwaukee, WI 53201-3038 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 01/1983 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $51,822 |
| Amount of Income | $22,434 |
| Form 990 Revenue Amount | $3,732 |
Non-representatives - add comments:
Revenue for 2011
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 | $3,732 | $3,720 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $1,548 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $12 | |||
| Other | $2,171 | |||
| Total expenses and disbursements | $23,197 | $352 | $0 | $22,821 |
| Compensation of officers, directors, trustees, etc. | $469 | |||
| Total operating and administrative expenses | $1,318 | $352 | $942 | |
| Contributions, gifts, grants paid | $21,879 | |||
| Excess of revenue over expenses and disbursements | $-19,465 | |||
| Net investment income | $3,368 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $51,822 | $50,535 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $49,660 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $2,162 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $51,822 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $2,171 |
| 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 | $34 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $34 |
| 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? | Yes |
| 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 | $71,841 |
| Net value of noncharitable-use assets | $70,760 |
| Minimum investment return | $3,538 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,504 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,504 |
| 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 | Wheaton Franciscan-St Joseph Foundation Inc | 5000 W Chambers St, Milwaukee, WI 53210-1650 | WI | 1946-03 | $1,030,696 |
| 2 | Wheaton Franciscan Home Health & Hospice Inc | 3070 N 51st St Ste 406, Milwaukee, WI 53210-1661 | WI | 1946-03 | $19,553,338 |
| 3 | Wheaton Franciscan Laboratories Inc | 3237 S 16th St, Milwaukee, WI 53215-4526 | WI | 2009-10 | $13,215,602 |
| 4 | Wheda Foundation Inc | 201 W Washington Ave Ste 700, Madison, WI 53703-2727 | WI | 1984-10 | $408,000 |
| 5 | Wheelchair Recycling Program | 2554 Advance Rd, Madison, WI 53718-6702 | WI | 1999-08 | $382,551 |
| 6 | Wheelin Wizards Competitive Youth Wheelchair Basketball Club Inc | 6025 S Illinois Ave, Cudahy, WI 53110-2922 | WI | 2004-10 | $19,521 |
| 7 | Wheels Of Independence Inc | 2703 Industrial St, Wisc Rapids, WI 54495-2229 | WI | 1985-10 | $1,284,568 |
| 8 | Whippet Health Foundation Incorporated | 12035 W Brown Deer Rd, Milwaukee, WI 53224-1417 | WI | 1999-06 | $46,202 |
| 9 | White Fish Bay Shorewood Nursery School Inc | 3496 N Oakland Ave, Milwaukee, WI 53211-2823 | WI | 1969-10 | $66,566 |
| 10 | White Memorial Library Association | 207 W Main St, Whitewater, WI 53190-1955 | WI | 1976-12 | $33,383 |
| 11 | White Memorial Trust Tws-2126c Nect | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1983-01 | $22,434 |
| 12 | White Potato Lake Sportsmens Club Inc, C-O Harold J Blazek | PO BOX 228, Pound, WI 54161-0228 | WI | 1991-09 | $46,700 |
| 13 | Whitefish Bay Foundation | 5300 N Marlborough Dr, White Fish Bay, WI 53217-5344 | WI | 1977-08 | $113,385 |
| 14 | Whitefish Bay Public Education Foundation Inc | 1200 E Fairmount Ave, Whitefish Bay, WI 53217-6011 | WI | 1993-05 | $133,650 |
| 15 | Whitefish Bay Womans Club | 600 E Henry Clay St, Whitefish Bay, WI 53217-5645 | WI | 1954-04 | $61,852 |
| 16 | Whitefish Lake Conservation Organization Inc | PO BOX 22, Wascott, WI 54890 | WI | 2001-01 | $9,231 |
| 17 | Whitehall Golfers Inc | PO BOX 515, Whitehall, WI 54773-0515 | WI | 1957-07 | $349,407 |
| 18 | Whitetails Of Wisconsin Inc | N308 Dalen Rd, Birchwood, WI 54817-9111 | WI | 2001-02 | $94,102 |
| 19 | Whitetails Unlimited Inc, 9362 Washington County Chapter | 1405 Meridian Ave, West Bend, WI 53095-5403 | WI | 1986-06 | $95,978 |
| 20 | Whitetails Unlimited Inc, Central Wisconsin Chapter | W4115 State Highway 97, Edgar, WI 54426-9774 | WI | 1986-06 | $49,741 |
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