Jambor Family Foundation Inc 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
- Organizations performing similar types of work
| Jambor Family Foundation Inc | |
| Employer Identification Number (EIN) | 391933693 |
| Name of Organization | Jambor Family Foundation Inc |
| In Care of Name | Frank W Bastian |
| Address | 111 E Wisconsin Ave, Milwaukee, WI 53202-4815 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $62,548 |
| Amount of Income | $9,523 |
| Form 990 Revenue Amount | $1,959 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2011: $9,523 (it was $3,830 in 2010)
| This organization: | $9,523 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2011: $62,548 (it was $64,057 in 2010)
| Jambor Family Foundation Inc: | $62,548 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2011: $3,588
| Jambor Family Foundation Inc: | $3,588 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2011: 2.7
| Jambor Family Foundation Inc: | 2.7 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2011: 0.0%
| Jambor Family Foundation Inc: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
Expenses 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 | $1,959 | $2,085 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,085 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,588 | $150 | $0 | $2,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,088 | $150 | $0 | |
| Contributions, gifts, grants paid | $2,500 | |||
| Excess of revenue over expenses and disbursements | $-1,629 | |||
| Net investment income | $1,935 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $62,548 | $57,422 |
| Cash - non-interest-bearing | $7,357 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $55,191 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $62,548 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-126 |
| 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 | $39 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $39 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $63,613 |
| Net value of noncharitable-use assets | $62,660 |
| Minimum investment return | $3,133 |
| Distributable Amount (for 2011) | |
| Distributable amount | $3,094 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $3,094 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Lakeview Foundation Inc | PO BOX 253, Thiensville, WI 53092-0253 | WI | 1996-11 | $6,272,879 |
| 2 | Seeds Of Faith Inc | PO BOX 197, Hartland, WI 53029-0197 | WI | 1998-11 | $4,468,803 |
| 3 | Stewardship Chrtbl Tr 062397, Amundson Roger Ttee | PO BOX 3181, Eau Claire, WI 54702-3181 | WI | 1997-08 | $2,265,538 |
| 4 | Ryan Memorial Foundation | 10936 N Port Washington Rd, Mequon, WI 53092-5031 | WI | 1996-02 | $1,040,223 |
| 5 | Ripples Inc | PO BOX 128, Townsend, WI 54175-0128 | WI | 1998-11 | $807,525 |
| 6 | Susan & Leander Jennings Foundation Inc | 230 E Macarthur Rd, Milwaukee, WI 53217-3237 | WI | 1997-06 | $426,851 |
| 7 | Pyle Foundation | C/O The Pyle Group Llc 3500 Corben, Madison, WI 53704 | WI | 1997-01 | $293,111 |
| 8 | William G & Betty Schuett Family Foundation Inc | 2900 W Hidden Lake Rd, Mequon, WI 53092-5300 | WI | 1998-05 | $292,727 |
| 9 | The Edward L@johnstone Memorial Trust | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1998-09 | $269,824 |
| 10 | The Clarence Wallace And Dolores Lynch Wallace Family Foundation, Wallace Clarence & Et Al Ttees | 1700 N Viola St, Appleton, WI 54911-3856 | WI | 1996-07 | $159,977 |
| 11 | Steven Sampson Charitable Fund Inc | 6938a N Santa Monica Blvd, Fox Point, WI 53217-3942 | WI | 1995-01 | $149,443 |
| 12 | Wencel F & Mabel M Dufek Charitable Foundation Trust, Dufek Wencel F Ttee | 2424 Meadow Ln, Manitowoc, WI 54220-3731 | WI | 1997-01 | $96,475 |
| 13 | Schanock Family Foundation Inc | 610 Brevoort Ln, Green Bay, WI 54301-2628 | WI | 1998-02 | $92,399 |
| 14 | Salt And Light Foundation Inc | PO BOX 259426, Madison, WI 53725-9426 | WI | 1995-04 | $29,151 |
| 15 | Weyers Family Foundation Inc | PO BOX 12057, Green Bay, WI 54307-2057 | WI | 1998-02 | $13,264 |
| 16 | Wascher Fam Foundation, Wascher Thomas M Ttee | W7446 Spring Valley Dr, Greenville, WI 54942-8645 | WI | 1997-11 | $7,259 |
| 17 | Williams Family Foundation Inc | PO BOX 8100, Janesville, WI 53547-8100 | WI | 1997-01 | $4,099 |
| 18 | Tikkun Olam Foundation Inc | 9303 N Valley Hill Rd, Milwaukee, WI 53217-1036 | WI | 1995-01 | $3,025 |
| 19 | Robert B Radak Family Foundation 6871085600 | PO BOX 3038, Milwaukee, WI 53201-3038 | WI | 1996-05 | $2,850 |
| 20 | Richard & Kay Bibler Foundation Inc | 1449 E Goodrich Ln, Fox Point, WI 53217-2950 | WI | 1995-01 | $1,527 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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