Anton M Nielson Trust 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
| Anton M Nielson Trust | |
| Employer Identification Number (EIN) | 426130074 |
| Name of Organization | Anton M Nielson Trust |
| In Care of Name | Us Bank Na |
| Address | PO BOX 2043, Milwaukee, WI 53201-2043 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1969 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 09/2012 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $208,138 |
| Amount of Income | $114,815 |
| Form 990 Revenue Amount | $1,076 |
Non-representatives - add comments:
Expenses 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 | $1,076 | $5,673 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,148 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $20,477 | $2,998 | $0 | $16,910 |
| Compensation of officers, directors, trustees, etc. | $3,179 | |||
| Total operating and administrative expenses | $4,011 | $2,998 | $444 | |
| Contributions, gifts, grants paid | $16,466 | |||
| Excess of revenue over expenses and disbursements | $-19,401 | |||
| Net investment income | $2,675 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $208,138 | $216,260 |
| 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 | $208,138 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $208,138 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-4,072 |
| 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 | $27 |
| Total credits and payments | $127 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $127 |
| 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 | $100 |
| 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? | 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? | Yes |
| 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 | $330,337 |
| Net value of noncharitable-use assets | $325,380 |
| Minimum investment return | $16,269 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,242 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,242 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $497 |
| 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 | Antigo Area Youth Hockey Association Inc | 403 E 10th Ave, Antigo, WI 54409-2651 | WI | 1974-09 | $86,029 |
| 2 | Antigo Bow Club Inc | PO BOX 555, Antigo, WI 54409-0555 | WI | 1998-08 | $39,524 |
| 3 | Antigo Grid Iron Club | PO BOX 81, Antigo, WI 54409-0081 | WI | 2005-09 | $24,479 |
| 4 | Antigo Music Association Inc | 115 Ninth Avenue, Antigo, WI 54409 | WI | 1983-11 | $53,662 |
| 5 | Antigo Public Library Foundation Inc | 617 Clermont St, Antigo, WI 54409 | WI | 1996-01 | $0 |
| 6 | Antigo Stock Car Inc | PO BOX 157, Antigo, WI 54409-0157 | WI | 1995-06 | $2 |
| 7 | Antigo Wisconsin Kiwanis Club Foundation | PO BOX 290, Antigo, WI 54409 | WI | 1984-05 | $0 |
| 8 | Antigo-Langlade County Chamber Of Commerce | 1005 S Superior St, Antigo, WI 54409-2829 | WI | 1978-12 | $151,235 |
| 9 | Antioch Foundation, Dna | 230 Front St N, La Crosse, WI 54601-3219 | WI | 1992-01 | $5,182,894 |
| 10 | Antoinette A Keenan Trust Matthew Keenan Endowment Fund Nect | PO BOX 2980, Milwaukee, WI 53201-2980 | WI | 1970-12 | $217,292 |
| 11 | Anton M Nielson Trust | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 1969-02 | $114,815 |
| 12 | Antonia Foundation Inc | 7402 N Seneca Rd, Fox Point, WI 53217-3440 | WI | 1992-03 | $1,197,874 |
| 13 | Anu Family Services Inc | 901 4th St Ste 180, Hudson, WI 54016-2406 | WI | 2008-10 | $2,408,188 |
| 14 | Anvil Housing Corporation | 2025 North 14th Street, Milwaukee, WI 53205-1258 | WI | 1993-11 | $460,568 |
| 15 | Anxiety Disorders Foundation Inc | PO BOX 560, Oconomowoc, WI 53066-0560 | WI | 2003-06 | $71,942 |
| 16 | Apartment Association Of Southeastern Wisconsin Inc | PO BOX 4125, Milwaukee, WI 53204-0125 | WI | 1979-08 | $85,482 |
| 17 | Apartments By Arc Inc | 500 N Park Ave, Fond Du Lac, WI 54935-1943 | WI | $60,412 | |
| 18 | Apostle Islands Historic Preservation Conservancy | PO BOX 88, Bayfield, WI 54814-0088 | WI | 2008-05 | $46,460 |
| 19 | Apostolate Of Our Lady Of Good Success | 913 N Lake Rd, Oconomowoc, WI 53066-2832 | WI | 2006-06 | $127,868 |
| 20 | Applaud Cedarburg Inc | PO BOX 914, Cedarburg, WI 53012-0914 | WI | 1993-04 | $156,601 |
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