Eppstein Uhen Foundation Inc in Milwaukee, Wisconsin (WI)

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Eppstein Uhen Foundation Inc
Employer Identification Number (EIN)208080585
Name of OrganizationEppstein Uhen Foundation Inc
In Care of NameGreg Uhen
Address333 E Chicago St, Milwaukee, WI 53202-5881
SubsectionCharitable Organization, Educational Organization
Ruling Date04/2007
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$288,850
Amount of Income$172,023
Form 990 Revenue Amount$66,637
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $172,023 (it was $93,294 in 2012)
This organization: 

 $172,023
Other organizations performing similar types of work: 

 $105,489

Assets in 2013: $288,850 (it was $212,272 in 2012)
Eppstein Uhen Foundation Inc: 

 $288,850
Other organizations performing similar types of work: 

 $325,460

Expenses in 2012: $70,913
Eppstein Uhen Foundation Inc: 

 $70,913
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2012: 2.4
Eppstein Uhen Foundation Inc: 

 2.4
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2012: 95.6%
Eppstein Uhen Foundation Inc: 

 95.6%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$93,294$4,114$0
Contributions, gifts, grants, etc., received$89,180
Interest on savings and temporary cash investments$3,937
Dividends and interest from securities$32
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$145
Total expenses and disbursements$70,913$774$0$41,048
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$30,638$774$773
Contributions, gifts, grants paid$40,275
Excess of revenue over expenses and disbursements$22,381
Net investment income$3,340
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$212,272$216,613
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$156,279
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$55,993
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$212,272
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$145
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$67
Total credits and payments$75
2012 estimated tax payments and 2011 overpayment credited to 2012$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$75
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$8
Amount to be credited to 2013 estimated tax$8
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?Yes
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$254,691
Net value of noncharitable-use assets$250,880
Minimum investment return$12,544
Distributable Amount (for 2012)
Distributable amount$12,477
Undistributed Income (for 2012)
Distributable amount for 2012$12,477
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1Ronald & Joyce Wanek Foundation Ltd1 Ashley Way, Arcadia, WI 54612-1218WI2000-04$65,238,742
2Thomas J And Carol J Joseph Foundation Inc4490 Harbor Village Dr, Omro, WI 54963-9499WI2013-02$9,094,240
3Sally Mead Hands Foundation404 S Blount St Unit 101, Madison, WI 53703-3578WI2009-05$8,975,077
4Ruud Family Foundation IncPO BOX 81188, Racine, WI 53408-1188WI1999-04$8,013,505
5Nahey Charitable Foundation, Prairie Preserve600 College Ave, Pewaukee, WI 53072-3572WI2014-08$8,003,917
6Jordan Family Foundation Inc780 N Water St, Milwaukee, WI 53202-3512WI2008-07$7,822,744
7Sentry Insurance Foundation Inc1800 N Point Dr, Stevens Point, WI 54481-1253WI1995-01$5,063,513
8Sarah Margaret Hegarty Foundation IncW326n7030 Northlake Dr, Hartland, WI 53029-8543WI2008-02$4,323,149
9Treffert Family Foundation Inc3415 Gateway Road, Brookfield, WI 53045-5166WI2007-08$3,070,285
10Fotsch Family Foundation20985 Carrington Dr, Brookfield, WI 53045-1823WI2013-10$3,028,591
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13Stollenwerk Family Foundation Inc10941 N Range Line Rd, Mequon, WI 53092-4927WI2013-06$2,221,726
14Terri & Verne Holoubek Family Foundation Inc6545 Donegal Rd, Hartford, WI 53027-8829WI2007-02$1,562,931
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17William A And Grace D Boettcher Foundation Inc1329 W Grand Ave, Prt Washingtn, WI 53074-2043WI2007-02$1,132,896
18Wps Charitable Foundation Inc, Emp Hlth Cr & Other Ewbtt1717 W Broadway, Monona, WI 53713-1834WI1988-02$1,048,312
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Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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