Winton-Whitney Fund in Minnetonka, Minnesota (MN)
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 Minnesota
| Winton-Whitney Fund | |
| Employer Identification Number (EIN) | 411727264 |
| Name of Organization | Winton-Whitney Fund |
| Address | 601 Carlson Pkwy Ste 800, Minnetonka, MN 55305-5229 |
| Subsection | Charitable Organization |
| Ruling Date | 08/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $362,578 |
| Amount of Income | $113 |
| Form 990 Revenue Amount | $113 |
Non-representatives - add comments:
Revenue 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 | $113 | $113 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $33 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $80 | |||
| Total expenses and disbursements | $4,050 | $0 | $0 | $3,450 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,050 | $0 | $3,450 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-3,937 | |||
| Net investment income | $113 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $362,578 | $362,578 |
| Cash - non-interest-bearing | $37,241 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $325,337 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $362,578 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $80 |
| 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 | $2 |
| Total credits and payments | $14 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $14 |
| 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 |
| Overpayment | $12 |
| Amount to be credited to 2012 estimated tax | $12 |
| 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 | $364,271 |
| Net value of noncharitable-use assets | $358,800 |
| Minimum investment return | $17,940 |
| Distributable Amount (for 2011) | |
| Distributable amount | $17,938 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $17,938 |
| 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 Minnesota | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Winona Sportsmens Club Inc | PO BOX 241, Winona, MN 55987-0241 | MN | 1945-04 | $83,134 |
| 2 | Winona Steam Calliope Association Inc | 13467 Hoffman Hill Rd, Minn City, MN 55959-4089 | MN | 1994-09 | $3,100 |
| 3 | Winona Swim Club | Po Box 1558, Winona, MN 55987 | MN | 1985-04 | $26,423 |
| 4 | Winona Volunteer Services Inc | 402 E 2nd St, Winona, MN 55987-3903 | MN | 1974-06 | $1,183,715 |
| 5 | Winona-Dakota Unity Alliance | PO BOX 393, Winona, MN 55987 | MN | 2006-01 | $48,660 |
| 6 | Winslow Family Foundation | 4720 Ids Tower 80 S 8th St, Minneapolis, MN 55402 | MN | 1999-04 | $1,045,774 |
| 7 | Winslow Foundation | 5301 Highwood Dr W, Edina, MN 55436-1222 | MN | 1991-02 | $7,215 |
| 8 | Winsted Foundation | 80 South Eighth Street 1800 Ids, Minneapolis, MN 55402 | MN | 2002-07 | $13,713 |
| 9 | Winter Wheat Foundation | 9928 Oak Shore Dr, Lakeville, MN 55044-7655 | MN | 2006-05 | $744,766 |
| 10 | Winthrop And Frances Lane Foundation | PO BOX 64713, Saint Paul, MN 55164-0713 | MN | 1976-11 | $1,486,184 |
| 11 | Winton-Whitney Fund | 601 Carlson Pkwy Ste 800, Minnetonka, MN 55305-5229 | MN | 1992-08 | $113 |
| 12 | Wiring Harness Manufacturing Association | 15490 101st Ave N No 100, Maple Grove, MN 55369-9725 | MN | 1994-07 | $416,959 |
| 13 | Wisconsin Realtors Association, Superior Area Assn Of Realtors | 4031 Grand Ave, Duluth, MN 55807-2746 | MN | $104,035 | |
| 14 | Wisconsin Realtors Association, Western Wisconsin Realtors Assoc | 325 Roselawn Ave E, Saint Paul, MN 55117-2035 | MN | 1974-09 | $264,319 |
| 15 | Wm D Scepaniak Inc Hra Veba Tr | PO BOX 299, Holdingford, MN 56340-0299 | MN | 2007-04 | $219,996 |
| 16 | Wolf Inspires Foundation | 2705 Shadywood Rd, Excelsior, MN 55331-9580 | MN | 2008-12 | $1 |
| 17 | Wolf Lake Wolf Pack Baseball Inc | PO BOX 82, Menahga, MN 56464-0082 | MN | 1993-08 | $850,857 |
| 18 | Womack Family Foundation | 5921 Fairwood Ln, Minnetonka, MN 55345-6534 | MN | 1995-03 | $253,478 |
| 19 | Women In Music - Minnesota | 619 South Robert St, St Paul, MN 55107 | MN | 2005-04 | $7,229 |
| 20 | Women In Need Depending On Other Women, W I N D O W | PO BOX 739, Hinckley, MN 55037-0739 | MN | 1987-08 | $311,816 |


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