Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee in Milwaukee, Wisconsin (WI)

Table of contents:

Organization representatives - add corrected or new information about Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee »

Non-representatives - add comments about Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee»

Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee
Employer Identification Number (EIN)396687485
Name of OrganizationWeiss Family Foundation
Secondary NameWeiss Richard & Barbara Co-Ttee
In Care of NameRichard L Weiss
Address413 N 2nd St Unit 125, Milwaukee, WI 53203-3123
SubsectionCharitable Organization
Ruling Date01/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$2,142,830
Amount of Income$703,293
Form 990 Revenue Amount$76,503
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution


Non-representatives - add comments:


CAPTCHA

Your IP address 50.19.199.154 will be logged.

Amount of income in 2011: $703,293 (it was $625,489 in 2010)
This organization: 

 $703,293
Other organizations performing similar types of work: 

 $88,790

Assets in 2011: $2,142,830 (it was $2,340,985 in 2010)
This organization: 

 $2,142,830
Other organizations performing similar types of work: 

 $283,039

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets 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$76,503$76,503$74,465
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$144
Dividends and interest from securities$74,321
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$2,038
Total expenses and disbursements$122,921$9,161$0$105,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$17,921$9,161$0
Contributions, gifts, grants paid$105,000
Excess of revenue over expenses and disbursements$-46,418
Net investment income$67,342
Adjusted net income$74,465
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$2,142,830$2,142,830
Cash - non-interest-bearing$72,034
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,852,829
Investments-corporate bonds$217,967
Investments-mortgage loans$0
Investments-other$0
Total liabilities$0
Total liabilities and net assets/fund balances$2,142,830
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$2,038
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$1,347
Total credits and payments$2,806
2011 estimated tax payments and 2010 overpayment credited to 2011$2,806
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$1,459
Amount to be credited to 2012 estimated tax$1,459
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$2,307,966
Net value of noncharitable-use assets$2,273,340
Minimum investment return$113,667
Distributable Amount (for 2011)
Distributable amount$112,320
Undistributed Income (for 2011)
Distributable amount for 2011$112,320
Undistributed income for 2011. This amount must be distributed in 2012$111,269
Private Operating Foundations (for 2011)
2011201020092008Total
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
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 Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee to others? (optional)
  
Add photo of Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee (optional)

About You

Your nickname:

Optional Verification

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

Sign in with Twitter
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»

Sweepstakes

Special limited-time promotion! Submit your review for a chance to win $500 in our sweepstakes!



Your email address (you will not be contacted unless you win, we do not sell your email address or send any spam):


Recently Added Reviews
Jfs Housing Inc in Milwaukee, WI
*****
Childrens Vision International Inc, C-O Ann Thicke in Bangor, WI
**•
Nehemiah Community Development Corporation in Madison, WI
*****
Syracuse Senior Citizens Project Corp in Syracuse, NY
****•
Handicapped Equestrian Learning Program Calif No 1610054 in Simi Valley, CA
*****
Fancy Pet Foundation in Ponte Vedra Beach, FL
*
Palm Beach County Cat Coalition Inc in Wellington, FL
*****
Tampa Theatre Inc in Tampa, FL
*****
Camp Hope Inc in Casper, WY
Julius W Hegeler Ii Foundation in Danville, IL
*****
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Webber Family Foundation3112 Windsor Rd A336, Austin, TX 78703-2350TX2000-04$6,713,833
2William & Anna Tenenblatt Foundation Inc3750 Broadway Pl, Los Angeles, CA 90007-4400CA2000-04$2,412,998
3Snow Family Foundation5409 Overseas Hwy, Marathon, FL 33050-2710FL1999-12$1,642,693
4Water First International1904 3rd Ave Ste 1012, Seattle, WA 98101-1123WA2005-06$1,203,541
5Velma Moore T W CharitiesPnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222PA1999-01$1,180,954
6The Scholtz Family Foundation2591 Windward Way, Naples, FL 34103-4067FL1999-12$959,650
7The@elliot D Baker Charitable Foundation, Baker Elliot D TteePO BOX 46019, Chicago, IL 60646-0019IL2000-02$713,307
8Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee413 N 2nd St Unit 125, Milwaukee, WI 53203-3123WI1999-01$703,293
9Willis Family Foundation Inc112 S Tryon St Ste 1765, Charlotte, NC 28284-2198NC1999-03$512,687
10Walter N Charles Trust124 S 1st St, Oskaloosa, IA 52577-3126IA2012-01$435,962
11Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc CommmunityPO BOX 1146, Oklahoma City, OK 73101-1146OK1999-03$376,689
12Zichron Yona Vsara Charitable Foundation, Herzog Herman Et Al Ttees6 Lenore Ave, Monsey, NY 10952-2705NY1999-01$347,874
13Medair United StatesPO BOX 4476, Wheaton, IL 60189-4476IL2010-08$340,193
14The Great Georgia Airshow IncPO BOX 2035, Peachtree Cty, GA 30269-0035GA2001-07$319,547
15Lynne & Ben Exley Iv Charitable Trust IncC/O JPMORGAN CHASE BANKNAPO BOX, Milwaukee, WI 53201WI1999-04$275,958
16Rbo Bragg Charitable Trust UwPO BOX 831041, Dallas, TX 75283-1041TX1999-04$257,018
17Lorraine & Morry Mitz Charitable Foundation7195 N Port Washington Rd, Milwaukee, WI 53217-3841WI1999-03$112,179
18Caliendo Family FoundationN9618 Winnebago Park Rd, Fond Du Lac, WI 54937-6800WI1999-02$21,285
19Rabbis Dream Foundation Inc1000 N Water St Ste 2100, Milwaukee, WI 53202-3197WI1999-01$1
20Madison Breakfast Optimist Club Foundation Inc1010 Harrison St, Madison, WI 53711WI1999-03$0
Number of organizations performing similar types of work
Alaska1
Alabama1
Arkansas1
Arizona4
California20
Colorado9
Connecticut6
District of Columbia1
Delaware1
Florida9
Georgia3
Hawaii1
Iowa1
Idaho2
Illinois14
Indiana2
Kansas3
Kentucky1
Louisiana1
Massachusetts8
Maryland2
Maine1
Michigan8
Missouri3
North Carolina7
Nebraska1
New Hampshire2
New Jersey9
Nevada1
New York38
Ohio3
Oklahoma7
Oregon3
Pennsylvania6
South Carolina1
Tennessee1
Texas12
Utah1
Virginia2
Washington8
Wisconsin6
International1
Total212

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee and has no official or unofficial affiliation with Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee