Argosy Foundation, Silverstein Lawrence I Ttee 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
| Argosy Foundation, Silverstein Lawrence I Ttee | |
| Employer Identification Number (EIN) | 046752868 |
| Name of Organization | Argosy Foundation |
| Secondary Name | Silverstein Lawrence I Ttee |
| In Care of Name | Lawrence I Silverstein Esq |
| Address | 555 E Wells St, Milwaukee, WI 53202-3835 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,589,134 |
| Amount of Income | $4,147,966 |
| Form 990 Revenue Amount | $31,254,994 |
Non-representatives - add comments:
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 | $5,336,183 | $5,283,833 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $182,115 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $52,350 | |||
| Other | $5,101,718 | |||
| Total expenses and disbursements | $5,062,910 | $13,949 | $0 | $4,972,286 |
| Compensation of officers, directors, trustees, etc. | $9,682 | |||
| Total operating and administrative expenses | $678,416 | $13,949 | $587,792 | |
| Contributions, gifts, grants paid | $4,384,494 | |||
| Excess of revenue over expenses and disbursements | $273,273 | |||
| Net investment income | $5,269,884 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $12,967,915 | $12,967,915 |
| Cash - non-interest-bearing | $409,735 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,430,706 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,448,587 | |
| Other | $2,678,887 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $12,967,915 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,101,718 |
| 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 | $52,699 |
| Total credits and payments | $55,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $50,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $5,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $34 |
| Tax due | $0 |
| Overpayment | $2,267 |
| Amount to be credited to 2013 estimated tax | $2,267 |
| 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? | 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 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 | $16,221,051 |
| Net value of noncharitable-use assets | $15,977,740 |
| Minimum investment return | $798,887 |
| Distributable Amount (for 2012) | |
| Distributable amount | $746,188 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $746,188 |
| 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 | Arc-Wisconsin Disability Association Inc, The Arc - Dane County | 6602 Grand Teton Plaza, Madison, WI 53719-1091 | WI | 1988-08 | $97,685 |
| 2 | Arc-Wisconsin Disability Association Inc, Winnebago County | 1506 S Oneida St, Appleton, WI 54915-1305 | WI | 1967-03 | $184,835 |
| 3 | Arcadia Credit Union | PO BOX 187, Arcadia, WI 54612-0187 | WI | 1971-04 | $3,202,439 |
| 4 | Arcadia Education Foundation | 131 W Main St, Arcadia, WI 54612-1327 | WI | 1990-04 | $37,784 |
| 5 | Archie And Viola Meinerz Family Foundation Inc, C-O Viola Meinerz | 622 N Water St Ste 500, Milwaukee, WI 53202-4910 | WI | 1993-01 | $1,726,975 |
| 6 | Arden Foundation Inc | 1200 N Mayfair Rd Ste 430, Milwaukee, WI 53226-3283 | WI | 2001-01 | $119,949 |
| 7 | Area 5-Central Division Scca Inc | 848 E Shore Dr, Hubertus, WI 53033-9535 | WI | 2010-03 | $57,512 |
| 8 | Area Community Theater Inc | 907 Kilbourn Ave, Tomah, WI 54660-2016 | WI | 1978-10 | $148,449 |
| 9 | Area Thrift Shop | 113 E Hudson St, Mondovi, WI 54755-1609 | WI | 1990-08 | $55,226 |
| 10 | Arena Fire Board | PO BOX 76, Arena, WI 53503-0076 | WI | 1994-12 | $122,766 |
| 11 | Argosy Foundation, Silverstein Lawrence I Ttee | 555 E Wells St, Milwaukee, WI 53202-3835 | WI | 1994-12 | $4,147,966 |
| 12 | Ariens Employee Benefit Plan Trust Agreement | 655 W Ryan Street, Brillion, WI 54110 | WI | 1977-09 | $6,385,148 |
| 13 | Ariens Foundation Ltd | 655 W Ryan St, Brillion, WI 54110-1072 | WI | 1967-05 | $199,075 |
| 14 | Arise Family Services Inc | PO BOX 14323, Madison, WI 53708-0323 | WI | 2010-11 | $66,672 |
| 15 | Ark Of The Covenant Inc, People Of Praise | 1806 S Lawe St, Appleton, WI 54915-2407 | WI | 1976-07 | $49,690 |
| 16 | Arlene A Scotton Trust Fbo Riverside United Presbyterian | PO BOX 1308, Milwaukee, WI 53201-1308 | WI | 2002-10 | $6,887 |
| 17 | Arlington Court Resident Organization Inc | 1633 N Arlington Pl Apt 202, Milwaukee, WI 53202-2253 | WI | 1998-03 | $33,794 |
| 18 | Arlington Curling Club Inc | PO BOX 224, Arlington, WI 53911-0224 | WI | 1996-10 | $73,411 |
| 19 | Armknecht Tr Composite | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | $594,964 | |
| 20 | Arnell Memorial Humane Society Inc | 185 Griffin St E, Amery, WI 54001-1439 | WI | 1996-06 | $138,674 |
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