Clearing Endowment Trust, Brogen Bob Ttee in Ellison Bay, Wisconsin (WI)

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Clearing Endowment Trust, Brogen Bob Ttee
Employer Identification Number (EIN)396693988
Name of OrganizationClearing Endowment Trust
Secondary NameBrogen Bob Ttee
In Care of NameQuarles & Brady
AddressPO BOX 65, Ellison Bay, WI 54210-0065
ActivitiesEndowment fund or financial services
SubsectionCharitable Organization
Ruling Date10/1998
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$1,676,671
Amount of Income$81,357
Form 990 Revenue Amount$81,357
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $81,357 (it was $40,429 in 2011)
This organization: 

 $81,357
Other organizations performing similar types of work: 

 $107,200

Assets in 2012: $1,676,671 (it was $1,561,571 in 2011)
This organization: 

 $1,676,671
Other organizations performing similar types of work: 

 $441,077

Financial snapshot ($)

Revenue for 2011

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$40,429
Contributions, Gifts, Grants and Other Similar Amounts$525
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$39,904
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Gross amount from sales of assets other than inventory (Securities / Other)$31,000 / $0
Less: cost or other basis and sales expenses (Securities / Other)$31,000 / $0
Gain or (loss) (Securities / Other)$0 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$36,066
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$36,066
Balance Sheet (for 2011)
Total assets$1,561,571
Total liabilities$35,774
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$35,774
Total net assets or fund balances$1,525,797
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The City College 21st Century Foundation Inc138th Street And Convent Avenue, New York, NY 10031NY1997-03$86,641,569
2Center For Inquiry Development Fund3965 Rensch Rd, Amherst, NY 14228-2743NY1998-12$10,791,389
3Chapel Hill Training Outreach Project Inc800 Eastowne Dr Ste 105, Chapel Hill, NC 27514-2215NC1993-05$8,975,022
4Ziering Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1996-06$3,505,573
5Our Lady Of Divine Providence House Of Prayer Foundation Inc711 S Bayview Ave, Clearwater, FL 33759-4251FL1994-08$283,880
61923 FundPO BOX 2043, Milwaukee, WI 53201-2043WI1996-05$10,563,783
7Eugene J Eder Charitable Foundation Inc788 N Jefferson St Ste 200, Milwaukee, WI 53202-3710WI1997-12$6,962,721
8Mae E Demmer Charitable Trust777 E Wisconsin Ave, Milwaukee, WI 53202-5300WI1998-01$6,744,039
9Halcyon Hill Foundation IncPO BOX 3038, Milwaukee, WI 53201-3038WI1998-08$4,317,206
10Kalscheur Family Foundation101 3rd Ave, Baraboo, WI 53913-2581WI1998-05$3,416,792
11Johnson Family Foundation Tr, Johnson Samuel C Ttee555 Main St Ste 500, Racine, WI 53403-4616WI1995-02$3,310,643
12Herman W Ladish Family Foundation Inc13255 W Bluemound Rd Ste 201a, Brookfield, WI 53005-6245WI1957-07$3,199,129
13Linda Neville Tr UwC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1997-12$1,733,586
14Mabel B Hendrickson Charitable Trust 2835640210, Fredbeck Melvin & Brian J DeppeC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1996-08$1,513,720
15Deatley Family Foundation Inc1440 County Road Jg, Mount Horeb, WI 53572-2992WI1997-09$1,363,769
16Deena Hatch FoundationN15301 13th Ave N, Necedah, WI 54646-7021WI1998-11$979,845
17Einhorn Fam Charitable Tr, Einhorn Stephen Ttee8205 N River Rd, Milwaukee, WI 53217-2546WI1997-02$800,010
18J Vernon Steinle And Elmira K Steinle Foundation Inc7200 Washington Ave Ste 102, Mt Pleasant, WI 53406-6516WI1998-11$778,243
19David G And Nancy B Walsh Family Foundation, Walsh David TteePO BOX 1497, Madison, WI 53701-1497WI1998-09$701,962
20James W And Kitty Lee Hardin Foundation IncPO BOX 3038, Milwaukee, WI 53201-3038WI1997-07$661,425
Number of organizations performing similar types of work
Alaska4
Alabama56
Arkansas18
Arizona58
California548
Colorado116
Connecticut78
District of Columbia24
Delaware45
Florida344
Georgia158
Hawaii18
Iowa56
Idaho24
Illinois311
Indiana83
Kansas53
Kentucky40
Louisiana50
Massachusetts115
Maryland116
Maine18
Michigan199
Minnesota100
Missouri76
Mississippi26
Montana9
North Carolina135
North Dakota2
Nebraska43
New Hampshire17
New Jersey210
New Mexico24
Nevada41
New York530
Ohio224
Oklahoma53
Oregon62
Pennsylvania249
Rhode Island33
South Carolina40
South Dakota12
Tennessee47
Texas381
Utah45
Virginia119
Vermont8
Washington86
Wisconsin98
West Virginia9
Wyoming19
International13
Total5,243

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