Hoffman York Foundation Ltd 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
| Hoffman York Foundation Ltd | |
| Employer Identification Number (EIN) | 391454519 |
| Name of Organization | Hoffman York Foundation Ltd |
| Address | 1000 N Water St Ste 1600, Milwaukee, WI 53202-6667 |
| Activities | "Unspecified" |
| Subsection | Charitable Organization |
| Ruling Date | 02/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $34,425 |
| Amount of Income | $27,904 |
| Form 990 Revenue Amount | $299 |
Non-representatives - add comments:
Revenue for 2012
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 | $27,904 | $5 | $0 | |
| Contributions, gifts, grants, etc., received | $26,871 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,028 | |||
| Total expenses and disbursements | $2,056 | $0 | $0 | $2,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $56 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,000 | |||
| Excess of revenue over expenses and disbursements | $25,848 | |||
| Net investment income | $5 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $34,425 | $34,425 |
| Cash - non-interest-bearing | $10,425 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $24,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $34,425 | |
| 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? | 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? | 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 | $26,574 |
| Net value of noncharitable-use assets | $26,180 |
| Minimum investment return | $1,309 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,309 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,309 |
| 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 | Hattie I Blum Foundation | Thrivent Financial Bank P O Box, Appleton, WI 54912 | WI | $1,189,843 | |
| 2 | Healthfirst Wisconsin Inc | 1517 Roby Rd, Stoughton, WI 53589-1272 | WI | 2000-07 | $1,267,491 |
| 3 | Heider Center Arts Board Inc | 405 Hamlin St E, West Salem, WI 54669-1251 | WI | 2005-05 | $142,414 |
| 4 | Helping Hands For Pets | PO BOX 1451, Hudson, WI 54016-5451 | WI | 2010-06 | $20,643 |
| 5 | Hickory Knoll Fund Inc | Co John Freiburger 5438 Cty Hwy M, Oregon, WI 53575 | WI | 2010-08 | $34,469 |
| 6 | Hidden Treasures Thrift Shoppe Inc | 361 S Main St, Brillion, WI 54110-1207 | WI | 2010-01 | $119,872 |
| 7 | Hillcrest Elementary Parent Teacher Organization Inc | 2200 Davidson Rd, Waukesha, WI 53186-4066 | WI | 2011-04 | $67,828 |
| 8 | Hillel The Foundation For Jewish Campus Life, Hillel At The University Of Wiscons | 611 Langdon St, Madison, WI 53703-1103 | WI | 1993-12 | $2,239,693 |
| 9 | Hockey Unlimited Inc | PO BOX 1855, Wausau, WI 54402-1855 | WI | 1993-11 | $40,105 |
| 10 | Hodag Bmx Club Inc | PO BOX 207, Rhinelander, WI 54501 | WI | 1999-04 | $0 |
| 11 | Hoffman York Foundation Ltd | 1000 N Water St Ste 1600, Milwaukee, WI 53202-6667 | WI | 1984-02 | $27,904 |
| 12 | Holzinger Memorial Foundation | N4917 County Road M, Delavan, WI 53115-2764 | WI | 2006-10 | $25,214 |
| 13 | Hope Center Inc | 502 N East Ave, Waukesha, WI 53186-5035 | WI | 1987-09 | $681,156 |
| 14 | Hope Institute Of Uganda Inc | 1260 Milton Ave, Janesville, WI 53546 | WI | 2010-04 | $48,894 |
| 15 | Hopenet Inc | 1253 Scheuring Road Room/Suite Unit B, De Pere, WI 54115 | WI | 2009-09 | $0 |
| 16 | Hopes Center Of Racine Inc | 506 7th St, Racine, WI 53403-1128 | WI | 1946-03 | $465,684 |
| 17 | Horicon Marsh Sportsmens Club Inc | PO BOX 31, Mayville, WI 53050-0031 | WI | 2014-09 | $241,819 |
| 18 | Horizon School Community Organization Inc | 625 N Heatherstone Dr, Sun Prairie, WI 53590-4349 | WI | 2007-02 | $54,943 |
| 19 | Horlick Vocal Music Parents Association Inc | 4900 Flambeau Dr, Mt Pleasant, WI 53406-2310 | WI | 1995-01 | $83,604 |
| 20 | House Of Lydia | 8584 W Appleton Ave Unit Z, Milwaukee, WI 53225-4284 | WI | 2009-03 | $12,909 |
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