Dworatschek Antiques Endowment Fundltd in Appleton, 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
- Organizations performing similar types of work
| Dworatschek Antiques Endowment Fundltd | |
| Employer Identification Number (EIN) | 205081184 |
| Name of Organization | Dworatschek Antiques Endowment Fundltd |
| Address | 1124 N Mason St, Appleton, WI 54914-3639 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2007 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $111,586 |
| Amount of Income | $20,114 |
| Form 990 Revenue Amount | $5,867 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Museum, Museum Activities |
Non-representatives - add comments:
Amount of income in 2012: $20,114 (it was $18,359 in 2011)
| Dworatschek Antiques Endowment Fundltd: | $20,114 |
| Other organizations performing similar types of work: | $69,335 |
Assets in 2012: $111,586 (it was $110,832 in 2011)
| Dworatschek Antiques Endowment Fundltd: | $111,586 |
| Other organizations performing similar types of work: | $145,105 |
Expenses in 2012: $17,736
| Dworatschek Antiques Endowment Fundltd: | $17,736 |
| Other organizations performing similar types of work: | $47,186 |
Income to expenses ratio in 2012: 1.1
| This organization: | 1.1 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 70.8%
| This organization: | 70.8% |
| Other organizations performing similar types of work: | 26.3% |
Revenue 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 | $17,574 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $12,444 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $6,312 | |||
| Gross loss from sales of goods | $-1,392 | |||
| Gross sales less returns and allowances | $-3,932 | |||
| Less: Cost of goods sold | $2,540 | |||
| Other income | $210 | |||
| Total expenses and disbursements | $17,736 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $17,736 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-162 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $111,586 | $111,586 |
| Cash - non-interest-bearing | $1,586 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $110,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $111,586 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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? | 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Milwaukee Sharon Junior Academy, Lake Region Conference Of Seventh-D in Milwaukee, WI
  |
| Wisconsin Conservatory Of Music Inc in Milwaukee, WI |
Milwaukee Striders Track Club Inc, Joe Sims' Milwaukee Striders Track Club in Milwaukee, WI
 |
|
Crossroads Outreach Center Inc in Ashland, WI
|
|
The Butler Community Foundation Inc in Butler, WI
|
| Shih Tzu Rescue Of Central Wi Inc in Schofield, WI |
| Two Left Paws Animal Sanctuary Inc in Sheboygan, WI |
|
Pell Lake St Marys Memorial Food Pantry Inc in Pell Lake, WI
|
|
Friends Of Foxfire Society in Marshfield, WI
|
|
Mama Deltas Lovehouse in Milwaukee, WI
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Trust For African Rock Arts | 77 W Wacker Dr, Chicago, IL 60601-1604 | IL | 2001-09 | $595,502 |
| 2 | Charles Allis-Villa Terrace Museums | 1801 N Prospect Ave, Milwaukee, WI 53202-1933 | WI | 2012-07 | $729,472 |
| 3 | Sheboygan County Aviation Corp | N6191 Resource Dr, Sheboygan Fls, WI 53085-2348 | WI | 1998-11 | $315,101 |
| 4 | Superior Public Museums | 906 E 2nd St, Superior, WI 54880-3245 | WI | 2000-05 | $285,357 |
| 5 | Artstart Inc | 525 Spring Lake Rd, Rhinelander, WI 54501-3257 | WI | 2011-07 | $103,415 |
| 6 | Ad German Warehouse Conservancy Inc | Po Box 436, Richland Center, WI 53581 | WI | 2014-08 | $22,000 |
| 7 | North American Dairy Foundation Inc | PO BOX 32, Arcadia, WI 54612-0032 | WI | 1997-01 | $2,826 |
| 8 | Presque Isle Heritage Society Inc | Po Box 156, Presque Isle, WI 54557 | WI | 2000-11 | $1,540 |
| 9 | Sheboygan County Chamber Foundation Inc | 712 Riverfront Drive Suite 101, Sheboygan, WI 53081 | WI | 1995-05 | $450 |
| 10 | Boulder Junction Area Historical Society Inc | Po Box 447, Boulder Junction, WI 54512 | WI | 1998-02 | $400 |
| 11 | Bayfield Maritime Museum Inc | 317 S 9th St, Bayfield, WI 54814 | WI | 2012-10 | $0 |
| 12 | Btim Biotech Industry Museum Inc, Madison Science Museum | 7435 Hunters Ct, Middleton, WI 53562 | WI | 2013-08 | $0 |
| 13 | Chocolate Experience Museum Inc | 113 E Chestnut St, Burlington, WI 53105 | WI | 2005-04 | $0 |
| 14 | Clear Lake Historical Museum Inc | Po Box 48, Clear Lake, WI 54005 | WI | 2014-01 | $0 |
| 15 | Colossal Fossils Inc | 4049 Pine Tree Road, Wausau, WI 54403 | WI | 2012-01 | $0 |
| 16 | Columbia County Historical Society Inc | N984 8th Lane, Endeavor, WI 53930 | WI | 2012-03 | $0 |
| 17 | Dougan Dairyland Development & Associates Inc | 3307 Riverside Dr, Beloit, WI 53511-1532 | WI | 1999-10 | $0 |
| 18 | Evermor Foundation Inc | PO BOX 22, Pr Du Sac, WI 53578-0022 | WI | 1999-09 | $0 |
| 19 | Family Farm Of Ozaukee County Foundation Inc | 328 N Port Washington Road, Grafton, WI 53024 | WI | 2007-03 | $0 |
| 20 | Farmington Historical Society | Po Box 20, Kewaskum, WI 53040 | WI | 2001-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 2,844 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Dworatschek Antiques Endowment Fundltd »
Non-representatives - add comments about Dworatschek Antiques Endowment Fundltd»