Florence M Trow Trust, First National Bank & Trust Co Ttee in Beloit, Wisconsin (WI)

Table of contents:

Organization representatives - add corrected or new information about Florence M Trow Trust, First National Bank & Trust Co Ttee »

Non-representatives - add comments about Florence M Trow Trust, First National Bank & Trust Co Ttee»

Florence M Trow Trust, First National Bank & Trust Co Ttee
Employer Identification Number (EIN)396081296
Name of OrganizationFlorence M Trow Trust
Secondary NameFirst National Bank & Trust Co Ttee
Address345 E Grand Ave, Beloit, WI 53511-6226
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date03/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$221,703
Amount of Income$58,795
Form 990 Revenue Amount$8,194
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations:


Non-representatives - add comments:


CAPTCHA

Your IP address 54.80.186.81 will be logged.

Amount of income in 2012: $58,795 (it was $8,194 in 2011)
This organization: 

 $58,795
Other organizations performing similar types of work: 

 $149,783

Assets in 2012: $221,703 (it was $230,518 in 2011)
This organization: 

 $221,703
Other organizations performing similar types of work: 

 $415,386

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$8,194$7,000$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$1
Dividends and interest from securities$6,759
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$1,434
Total expenses and disbursements$10,030$1,800$0$8,230
Compensation of officers, directors, trustees, etc.$3,000
Total operating and administrative expenses$3,530$1,800$1,730
Contributions, gifts, grants paid$6,500
Excess of revenue over expenses and disbursements$-1,836
Net investment income$5,200
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$230,518$230,013
Cash - non-interest-bearing$5,032
Investments-U.S. and state government obligations$0
Investments-corporate stock$225,483
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$3
Total liabilities$11,700
Mortgages and other notes payable$0
Other$11,700
Total liabilities and net assets/fund balances$218,818
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$1,434
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$104
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$104
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?Yes
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?Yes
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$225,676
Net value of noncharitable-use assets$227,420
Minimum investment return$11,371
Distributable Amount (for 2011)
Distributable amount$11,267
Undistributed Income (for 2011)
Distributable amount for 2011$11,267
Undistributed income for 2011. This amount must be distributed in 2012$8,675
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 Florence M Trow Trust, First National Bank & Trust Co Ttee to others? (optional)
  
Add photo of Florence M Trow Trust, First National Bank & Trust 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
Childrens Vision International Inc, C-O Ann Thicke in Bangor, WI
**•
Jfs Housing Inc in Milwaukee, WI
*****
Nehemiah Community Development Corporation in Madison, WI
*****
Happy Meals Association in Arlington, TX
*****
Grace Bible Chapel International in Grand Jct, CO
International Union United Auto Aerospace & Agricultural Workers, Uaw Portage Summit Cap in Stow, OH
*****
El Paso Korean Presbyterian Church in El Paso, TX
*****
Amvets, 33 Amvets in Wilmington, CA
****
United Craftsmen Children S Shoe Drive Inc in Lilburn, GA
*****
Unity Fellowship Of Christ Church Nyc in Brooklyn, NY
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Sanford Health Foundation101 S Reid St Ste 202, Sioux Falls, SD 57103-7062SD1997-01$115,991,499
2High Point Realty Associates Inc324 Blackwell St Washington Bldg No, Durham, NC 27701NC1997-09$4,294,412
3Susan Vaughan Foundation Inc600 Jefferson St Ste 300, Houston, TX 77002-7377TX1989-09$14,594,086
4George William Patton & Mary Patton Foundation Trust BPO BOX 831041, Dallas, TX 75283-1041TX1998-01$13,500,599
5Barbro Osher Pro Suecia FoundationOne Ferry Bldg Ste 255, San Francisco, CA 94111-4213CA1996-07$12,799,459
6Jkw Foundation Tr Ua 092597, Stein Jean TteeC/O Jean Stein 10 Gracie Square, New York, NY 10028NY1997-11$10,491,237
7Four-Four Foundation Inc630 Fifth Ave, New York, NY 10111-0100NY1996-11$10,182,429
8Foundation For Deep Ecology1062 Fort Cronkhite, Sausalito, CA 94965-2609CA1998-02$9,014,069
9Artsfund FoundationPO BOX 19780, Seattle, WA 98109-6780WA1998-01$9,005,820
10Charles Hayden Smith Charitable Tr231 S La Salle St, Chicago, IL 60697-0001IL1997-07$7,637,684
11Mcglothlin Foundation1005 Glenway Ave, Bristol, VA 24201-3473VA1998-12$7,369,156
12Annie Rowell Intrvs TrPO BOX 477, Concord, NH 03302-0477NH1997-11$6,861,633
13Edgar Wilson Charitable TrustC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI1996-06$1,565,713
14Caroline L Oaks Charitable TrustPO BOX, Milwaukee, WI 53209-0971WI1996-07$548,696
15F B Parriott Trust, Bank One Tr Co NaJpmorgan Chase Bank Nabox 3038, Milwaukee, WI 53201WI1972-11$458,230
16Margaret G Nesbitt Trust, Bank One Trust CompanyPO BOX 3038, Milwaukee, WI 53201-3038WI1998-07$199,442
17Florence M Trow Trust, First National Bank & Trust Co Ttee345 E Grand Ave, Beloit, WI 53511-6226WI1998-03$58,795
18New Holstein Community Chest24125 West Steinthal Road, Kiel, WI 53042WI1998-12$32,086
19Mid-Continent Museum Foundation Inc10 Connecticut Co, Madison, WI 53719WI1996-10$891
20Bittar Family Foundation, Bittar Maya Ttee3327 Saracen Way, Verona, WI 53593-9500WI1998-03$1
Number of organizations performing similar types of work
Alaska2
Alabama4
Arkansas2
Arizona5
California57
Colorado9
Connecticut5
District of Columbia4
Delaware1
Florida23
Georgia2
Hawaii1
Iowa4
Idaho2
Illinois16
Indiana5
Kansas2
Kentucky2
Louisiana2
Massachusetts15
Maryland9
Maine3
Michigan8
Minnesota2
Missouri6
Mississippi2
Montana1
North Carolina3
Nebraska5
New Hampshire6
New Jersey8
New Mexico1
Nevada3
New York39
Ohio12
Oklahoma3
Oregon9
Pennsylvania29
Rhode Island3
South Carolina1
South Dakota2
Tennessee2
Texas25
Utah9
Virginia8
Vermont2
Washington13
Wisconsin10
West Virginia5
Total392

faqs.org is not associated with, endorsed by, or sponsored by Florence M Trow Trust, First National Bank & Trust Co Ttee and has no official or unofficial affiliation with Florence M Trow Trust, First National Bank & Trust Co Ttee