The@bruce Krier Charitable Foundation Inc in Mequon, Wisconsin (WI)

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The@bruce Krier Charitable Foundation Inc
Employer Identification Number (EIN)800322569
Name of OrganizationThe@bruce Krier Charitable Foundation Inc
In Care of NameBruce Krier
Address12420 N Lake Shore Dr, Mequon, WI 53092-3311
SubsectionCharitable Organization
Ruling Date03/2010
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,372,411
Amount of Income$5,138
Form 990 Revenue Amount$508,103
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

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Amount of income in 2012: $5,138 (it was $508,103 in 2011)
The@bruce Krier Charitable Foundation Inc: 

Other organizations performing similar types of work: 


Assets in 2012: $1,372,411 (it was $1,442,925 in 2011)
The@bruce Krier Charitable Foundation Inc: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$508,103$8,103$0
Contributions, gifts, grants, etc., received$500,000
Interest on savings and temporary cash investments$8,103
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$51,745$1,745$0$50,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$1,745$1,745$0
Contributions, gifts, grants paid$50,000
Excess of revenue over expenses and disbursements$456,358
Net investment income$6,358
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,442,925$1,442,925
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$1,442,925
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
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$127
Total credits and payments$127
2011 estimated tax payments and 2010 overpayment credited to 2011$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$127
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
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$1,008,945
Net value of noncharitable-use assets$993,820
Minimum investment return$49,691
Distributable Amount (for 2011)
Distributable amount$49,564
Undistributed Income (for 2011)
Distributable amount for 2011$49,564
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
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
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Wanek-Vogel Foundation Ltd1 Ashley Way, Arcadia, WI 54612-1218WI2000-04$14,623,843
2Todd & Karen Wanek Family Foundation Ltd1 Ashley Way, Arcadia, WI 54612-1218WI2011-01$9,534,009
3Team Brown Foundation Inc230 Front St N, La Crosse, WI 54601-3219WI2003-07$5,078,311
4Ted And Grace Bachhuber Foundation IncPO BOX 228, Mayville, WI 53050-0228WI1983-04$4,698,048
5Victor And Christine Anthony Foundation IncPO BOX 385, Waupaca, WI 54981-0385WI2009-02$3,327,795
6Bebe And Bob Otoole Foundation2401 W Cedar Ln, River Hills, WI 53217-1108WI2008-06$2,744,386
7Evelyn M Bach Combined Tr230 Front St N, La Crosse, WI 54601-3219WI2010-04$1,917,161
8Redmond Famaily FoundationW228n745 Westmound Dr, Waukesha, WI 53186-1654WI2005-03$1,733,373
9Spider Shores Foundation IncPO BOX 1497, Madison, WI 53701-1497WI2007-02$1,645,246
10Swiss Colony Foundation Inc1112 7th Ave, Monroe, WI 53566-1364WI2004-09$1,522,905
11William Stark Jones Foundation, Landers Thomas J Et Al Ttee250 W Coventry Ct Ste 207, Milwaukee, WI 53217-3966WI2005-11$1,427,716
12Edmund J & Estelle D Walker Charitable TrustPO BOX 22130, Green Bay, WI 54305-2130WI2009-12$1,420,446
13Sms Foundation IncPO BOX 5324, Madison, WI 53705-0324WI2005-01$1,365,587
14Town Of Creede Trust 1010023110C/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1999-06$1,347,820
15Roundys Foundation IncPO BOX 473, Milwaukee, WI 53201-0473WI2003-11$1,220,528
16Ruth M Walton Charitable Trust Estate 3400106400, Jpmorgan Chase Bank Na TteeC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI2007-09$1,027,066
17The Sartori Foundation IncPO BOX 258, Plymouth, WI 53073-0258WI2000-06$889,413
18Grant Campbell Orbie Durham & Maudene Gronlund Chr TrPO BOX 3038, Milwaukee, WI 53201-3038WI2007-12$836,196
19The Charlotte B Proehl FoundationPO BOX 3038, Milwaukee, WI 53201-3038WI2005-11$823,294
20David & Mary Anderson Family Foundation Inc2525 Middleton Beach Rd, Middleton, WI 53562-2912WI2011-05$771,849
21Antioch Ii Foundation Irrv Trust, Darwin Isaacson Ttee230 Front St N, La Crosse, WI 54601-3219WI2009-09$768,755
22Swanson Schmucker Charitable Tr 050011527800PO BOX 2043, Milwaukee, WI 53201-2043WI2009-06$753,345
23James And Leigh Peterson Family Foundation IncW240n2385 Pewaukee Rd, Waukesha, WI 53188-1010WI2010-04$752,592
24Sandy Oaks Foundation Inc6907 University Ave, Middleton, WI 53562-2767WI2002-01$606,110
25Purple Moon Foundation Inc2201 Lakeland Ave, Madison, WI 53704-5636WI1999-12$588,947
26Robert & Margaret Nauman Irrev Trust 0503201 Ua 03-29-81PO BOX 3038, Milwaukee, WI 53201-3038WI2001-06$585,631
27Lester W Stevenson Jr Charitable Tr230 Front St N, La Crosse, WI 54601-3219WI2011-05$551,502
28Pearson Family Foundation11402 N Canterbury Ln, Mequon, WI 53092-2777WI2011-07$543,515
29William And Sandra Haack Family Foundation Inc10700 W Research Drive, Milwaukee, WI 53226-3457WI2011-01$449,202
30Cutler Cranberry Foundation IncN11569 Highway H, Camp Douglas, WI 54618WI2010-10$334,374
Number of organizations performing similar types of work
District of Columbia99
North Carolina473
North Dakota13
New Hampshire63
New Jersey816
New Mexico71
New York2,349
Rhode Island165
South Carolina127
South Dakota31
West Virginia44
Total19,416 is not associated with, endorsed by, or sponsored by The@bruce Krier Charitable Foundation Inc and has no official or unofficial affiliation with The@bruce Krier Charitable Foundation Inc