Trust Uw Camille A Lonstorf in Milwaukee, Wisconsin (WI)

Organization representatives - add corrected or new information about Trust Uw Camille A Lonstorf »

Non-representatives - add comments about Trust Uw Camille A Lonstorf»

Trust Uw Camille A Lonstorf
Employer Identification Number (EIN)391509343
Name of OrganizationTrust Uw Camille A Lonstorf
In Care of NameFoley & Lardner
Address777 E Wisconsin Ave Ste 3500, Milwaukee, WI 53202-5313
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date04/1985
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$1,628,462
Amount of Income$560,420
Form 990 Revenue Amount$-29,517


Non-representatives - add comments:


CAPTCHA

Your IP address 3.89.72.221 will be logged.

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$202,888$202,888$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$48,799
Gross rents$0
Gross sales price for all assets$511,621
Gross profit from sales of goods$0
Other income$0
Other$154,089
Total expenses and disbursements$183,035$12,826$0$170,209
Compensation of officers, directors, trustees, etc.$11,000
Pension plans, employee benefits$0
Legal fees$9,500
Accounting fees$0
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$33,535$12,826$20,709
Contributions, gifts, grants paid$149,500
Excess of revenue over expenses and disbursements$19,853
Net investment income$190,062
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,678,693$1,828,454$1,608,609$1,931,879$1,628,462$2,101,296
Cash - non-interest-bearing$189$1,240$0
Investments-U.S. and state government obligations$157,496$103,273$51,308
Investments-corporate stock$1,446,177$1,037,132$1,045,841
Investments-corporate bonds$69,565$447,741$465,575
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$0$0$0
Total liabilities and net assets/fund balances$1,678,693$1,608,609$1,628,462
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$0$46,211$154,089
Net capital loss$-69,969$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$278$337$1,901
Total credits and payments$1,191$913$576
Current year estimated tax payments and previous year's overpayment credited to current year$1,191$913$576
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$1,325
Overpayment$576$0
Amount to be credited to next year's estimated tax$913$576$0
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,034,696$1,987,689$2,072,837
Net value of noncharitable-use assets$1,957,874$2,041,744
Minimum investment return$100,209$97,894$102,087
Distributable Amount
201120122013
Distributable amount$99,931$97,557$100,186
Undistributed Income
201120122013
Distributable amount for this year$99,931$97,557$100,186
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$48,799$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Trust Uw Camille A Lonstorf to others? (optional)
  
Add photo of Trust Uw Camille A Lonstorf (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Wisconsin
IdNameAddressStateEstablishedTotal Income
1Trout Unlimited, Southern Wisconsin Chapter Of Trout UnlimitedPO BOX 45555, Madison, WI 53744WI1972-03$86,299
2Trout Unlimited, Southeastern Wisconsin Trout Unlimited2817 W Country Club Dr, Mequon, WI 53092WI1972-03$0
3Trout Unlimited, Green Bay Chapter Of Trout Unlimited2883 Saint Anthony Drive Apt 4, Green Bay, WI 54311WI1972-03$0
4Trout Unlimited, 168 Kiap-Tu-WishPO BOX 483, Hudson, WI 54016-0483WI1972-03$136,012
5Trout Unlimited, 255 Wisconsin Clear WatersPO BOX 822, Eau Claire, WI 54702-0822WI1972-03$30,162
6Trout Unlimited, 257 Harry & Laura Nohr403 E Us Highway 18, Montfort, WI 53569-9706WI1972-03$69,514
7Trout Unlimited213 Mary Street, Antigo, WI 54409WI1972-03$0
8Trout Unlimited 422 Marinette County ChapterN2095 County Bb, Marinette, WI 54143WI1972-03$16,020
9Trout Unlimited, Wisconsin Council1326 14th Ave, Green Bay, WI 54304-3435WI1972-12$75,358
10Truax Credit Union2625 Sloan Blvd, Madison, WI 53704-2563WI1971-04$134,736
11Trust Uw Camille A Lonstorf777 E Wisconsin Ave Ste 3500, Milwaukee, WI 53202-5313WI1985-04$560,420
12Try Mediation Inc721 Oxford Ave Ste 2570, Eau Claire, WI 54703-5498WI1985-08$209,695
13Tuckaway Country Club Inc6901 W Drexel Ave, Franklin, WI 53132-9361WI1939-02$4,484,934
14Turn Around Teen Educational Counseling Services Inc1018 Acewood Blvd, Madison, WI 53716-1210WI2002-08$9,009
15Turner Ballroom Preservation Trust Ltd1034 N 4th St, Milwaukee, WI 53203-1304WI2001-04$219,289
16Turningpoint For Victims Of Domestic And Sexual Violence IncPO BOX 304, River Falls, WI 54022-0304WI1979-07$675,157
17Turtle Lake Nonprofit Housing CorpPO BOX 25, Turtle Lake, WI 54889-0025WI1975-04$239,074
18Tutapona MinistriesPo Box 214, New Richmond, WI 54017WI2009-05$126,015
19Tw Cw Mathers Nicholas Co, Nicholas County HospitalC/O Jpmorgan Chase Banknabox 3038, Milwaukee, WI 53201WI1978-01$487,103
20Tw Rounds Mem ScholarshipPO BOX 3038, Milwaukee, WI 53201-3038WI$2,225

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Trust Uw Camille A Lonstorf and has no official or unofficial affiliation with Trust Uw Camille A Lonstorf