Walter G Schendel Iii Foundation in Wilson, Wyoming (WY)
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
| Walter G Schendel Iii Foundation | |
| Employer Identification Number (EIN) | 061566679 |
| Name of Organization | Walter G Schendel Iii Foundation |
| In Care of Name | Walter G Schendel Iii |
| Address | PO BOX 1429, Wilson, WY 83014-1429 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $100,000 to $499,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $476,002 |
| Amount of Income | $534,890 |
| Form 990 Revenue Amount | $157,487 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2014: $534,890 (it was $375,006 in 2012)
| Walter G Schendel Iii Foundation: | $534,890 |
| Other organizations performing similar types of work: | $72,190 |
Assets in 2014: $476,002 (it was $370,281 in 2012)
| This organization: | $476,002 |
| Other organizations performing similar types of work: | $42,723 |
Expenses in 2012: $286,839
| Walter G Schendel Iii Foundation: | $286,839 |
| Other organizations performing similar types of work: | $42,209 |
Income to expenses ratio in 2012: 1.9
| This organization: | 1.9 |
| Other organizations performing similar types of work: | 0.4 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 4.7% |
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 | $179,258 | $179,258 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $179,252 | |||
| Total expenses and disbursements | $286,839 | $39 | $0 | $282,310 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,529 | $39 | $0 | |
| Contributions, gifts, grants paid | $282,310 | |||
| Excess of revenue over expenses and disbursements | $-107,581 | |||
| Net investment income | $179,219 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $370,281 | $675,054 |
| Cash - non-interest-bearing | $33,726 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $336,555 | |
| Total liabilities | $1,735 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,735 | |
| Total liabilities and net assets/fund balances | $368,546 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $179,252 |
| 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 | $1,792 |
| Total credits and payments | $1,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,600 |
| 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 | $192 |
| 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? | Yes |
| 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 | $993,907 |
| Net value of noncharitable-use assets | $979,000 |
| Minimum investment return | $48,950 |
| Distributable Amount (for 2012) | |
| Distributable amount | $47,158 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $47,158 |
| 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 | Rotary International, South Hill Rotary Club | PO BOX 922, South Hill, VA 23970-0922 | VA | 2008-06 | $70,044 |
| 2 | Windgate Charitable Trust | PO BOX 826, Siloam Spgs, AR 72761-0826 | AR | 2000-04 | $143,480,162 |
| 3 | Car Donation Foundation | 5101 Highway 55 Suite 1000, Golden Valley, MN 55422 | MN | 2009-05 | $61,770,376 |
| 4 | The Christie's Charity Inc | 20 Rockefeller Plaza, New York, NY 10020 | NY | 2011-03 | $23,855,005 |
| 5 | Red Butterfly Foundation | 101 Park Ave Fl 35, New York, NY 10178-3499 | NY | 2015-02 | $23,002,333 |
| 6 | Terra Foundation Inc | 7483 Deerfield Rd, Niwot, CO 80503-8788 | CO | 2002-01 | $21,807,553 |
| 7 | Association Of Eleemosynary Initiatives Inc | 6201 Leesburg Pike Suite 405, Falls Church, VA 22044 | VA | 2008-07 | $15,905,413 |
| 8 | Ruesch Family Foundation | PO BOX 1501, Pennington, NJ 08534-0671 | NJ | 2005-08 | $13,145,118 |
| 9 | The Jegs Foundation | 101 Jegs Pl, Delaware, OH 43015-9279 | OH | 2002-06 | $7,301,258 |
| 10 | Sparks Foundation | 743 Eventide Dr, Memphis, TN 38120-4002 | TN | 2003-12 | $5,757,158 |
| 11 | Visionspring | 322 8th Ave Ste 201, New York, NY 10001-6853 | NY | 2002-03 | $5,412,900 |
| 12 | Edward F@limato Foundation, Richard Konigsberg Ttee | 400 N Mansfield Ave, Los Angeles, CA 90036-2622 | CA | 2012-06 | $5,400,252 |
| 13 | Walter G Schendel Iii Foundation | PO BOX 1429, Wilson, WY 83014-1429 | WY | 2001-03 | $534,890 |
| 14 | Fields Family Foundation | PO BOX 4430, Jackson, WY 83001-4430 | WY | 2007-09 | $74,482 |
| 15 | Disabled Pet Fund Inc | 1012 Beaufort Street, Laramie, WY 82072 | WY | 2015-03 | $0 |
| 16 | Dubois Senior Foundation | Po Box 918, Dubois, WY 82513 | WY | 2013-01 | $0 |
| 17 | Marge Cares Foundation | PO BOX 98, Glendo, WY 82213-0098 | WY | 2014-09 | $0 |
| 18 | The Damnas Foundation Inc | Po Box 2308, Gillette, WY 82717-2308 | WY | 2001-11 | $0 |
| 19 | Untamed Spirits | 1001 Laredo Drive, Douglas, WY 82633 | WY | 2011-03 | $0 |
| 20 | William R Orthwein Jr And Laura Rand Orthwein Foundation Inc | 1256 Sybille Creek Rd, Wheatland, WY 82201-8412 | WY | 2014-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,544 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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