James D Reigle Foundation in West Bend, 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
| James D Reigle Foundation | |
| Employer Identification Number (EIN) | 391572035 |
| Name of Organization | James D Reigle Foundation |
| Address | 5577 Home Drive, West Bend, WI 53095-7616 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $25,000 to $99,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $25,159 |
| Amount of Income | $10,100 |
| Form 990 Revenue Amount | $12,389 |
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 | $2,850 | $706 | $0 | |
| Contributions, gifts, grants, etc., received | $6,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $706 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $12,251 | $706 | $0 | $10,245 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,006 | $706 | $0 | |
| Contributions, gifts, grants paid | $10,245 | |||
| Excess of revenue over expenses and disbursements | $-9,401 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $25,159 | $13,788 |
| Cash - non-interest-bearing | $2,079 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $23,080 | |
| 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 | $25,159 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,856 |
| 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 | $13,773 |
| Net value of noncharitable-use assets | $13,560 |
| Minimum investment return | $678 |
| Distributable Amount (for 2012) | |
| Distributable amount | $678 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $678 |
| 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 | James & Virginia Wheeler Foundation Inc 9572172110 | 2505 E Bradford Ave Apt 4201, Milwaukee, WI 53211-4265 | WI | 1994-11 | $92,646 |
| 2 | James A Dooley Foundation | C/O William F Fox 622 N Water St, Milwaukee, WI 53202 | WI | 1958-08 | $139,168 |
| 3 | James A Taylor Family Foundation Inc | PO BOX 12, Hartland, WI 53029-0012 | WI | 1961-01 | $43,626 |
| 4 | James And John Apartments Inc | PO BOX 240044, Milwaukee, WI 53224-9002 | WI | 1996-05 | $104,910 |
| 5 | James And Karen Hyde Foundation Inc | PO BOX 388, Wales, WI 53183-0388 | WI | 2007-05 | $478,830 |
| 6 | James And Yvonne Ziemer Family Foundation, Ziemer James Ttee | S67w24275 Skyline Ave, Waukesha, WI 53189-9254 | WI | 2001-05 | $761,257 |
| 7 | James Callanan 43 Capital Tuw City St Bk Ttee Nect | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 1900-01 | $4,606 |
| 8 | James Carr Tr Uw, Firstar Bank Na | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | $5,785 | |
| 9 | James D & Jane P Watermolen Foundation Inc | 5364 Liegeois Rd, Abrams, WI 54101-9450 | WI | 2000-11 | $572,308 |
| 10 | James D Maclean Trust | PO BOX 7900, Madison, WI 53707-7900 | WI | 1974-09 | $86,461 |
| 11 | James D Reigle Foundation | 5577 Home Drive, West Bend, WI 53095-7616 | WI | 1987-02 | $10,100 |
| 12 | James E And John A Keyes Foundation Inc | 788 N Jefferson Street, Milwaukee, WI 53202-3718 | WI | 1999-08 | $269,096 |
| 13 | James E And Linda L Falck Foundation Inc | 3570 Euro Ln, De Pere, WI 54115-7201 | WI | 2002-02 | $47,917 |
| 14 | James E Cleary Foundation Inc | 70 N Stevens St, Rhinelander, WI 54501-3156 | WI | 1999-04 | $289,850 |
| 15 | James E Delong Foundation Inc | 1101 W St Paul Ave, Waukesha, WI 53188-4961 | WI | 1960-12 | $4,816 |
| 16 | James E Dutton Foundation Inc | 6655 Rainbow Dr, Merrill, WI 54452-9134 | WI | 2006-09 | $2,319,106 |
| 17 | James E Griffiss Charitable Tr | PO BOX 2043, Milwaukee, WI 53201-2043 | WI | 2004-08 | $227,458 |
| 18 | James Gale Ministries Inc | 1215 Jefferson Ave, Chippewa Fls, WI 54729-1230 | WI | 1995-10 | $20,205 |
| 19 | James H Brewster Jr Tr Uw Fbo, Salem College Student Loan | C/O Jpmorgan Chase Banknabox 3038, Milwaukee, WI 53201 | WI | 1988-07 | $2,753 |
| 20 | James H Woods Foundation 011002021900 | PO BOX 2977, Milwaukee, WI 53201-2977 | WI | 1960-03 | $27,837,906 |
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