Luther T Mccauley Charitable Trust in Milwaukee, Wisconsin (WI)

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Luther T Mccauley Charitable Trust
Employer Identification Number (EIN)846152258
Name of OrganizationLuther T Mccauley Charitable Trust
In Care of NameBank One Trust Company
AddressC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
SubsectionCharitable Organization
Ruling Date10/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period04/2012
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$5,043,488
Amount of Income$1,878,716
Form 990 Revenue Amount$220,327
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $1,878,716 (it was $3,291,990 in 2011)
Luther T Mccauley Charitable Trust: 

 $1,878,716
Other organizations performing similar types of work: 

 $90,224

Assets in 2012: $5,043,488 (it was $5,131,220 in 2011)
This organization: 

 $5,043,488
Other organizations performing similar types of work: 

 $323,888

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$220,327$220,322$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$73
Dividends and interest from securities$99,783
Gross rents$0
Gross profit from sales of goods$0
Other income$820
Other$119,651
Total expenses and disbursements$308,537$37,211$0$269,555
Compensation of officers, directors, trustees, etc.$47,839
Total operating and administrative expenses$50,942$37,211$11,960
Contributions, gifts, grants paid$257,595
Excess of revenue over expenses and disbursements$-88,210
Net investment income$183,111
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$5,043,488$5,401,502
Cash - non-interest-bearing$321
Investments-U.S. and state government obligations$0
Investments-corporate stock$3,587,684
Investments-corporate bonds$1,133,934
Investments-mortgage loans$0
Investments-other$0
Other$321,549
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$5,043,488
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$119,651
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,831
Total credits and payments$1,500
2012 estimated tax payments and 2011 overpayment credited to 2012$1,500
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
Tax due$331
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
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 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
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?Yes
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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?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 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$5,367,340
Net value of noncharitable-use assets$5,286,840
Minimum investment return$264,342
Distributable Amount (for 2012)
Distributable amount$262,511
Undistributed Income (for 2012)
Distributable amount for 2012$262,511
Undistributed income for 2012. This amount must be distributed in 2013$250,198
Private Operating Foundations (for 2012)
2012201120102009Total
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Kosciusko 21st Century Foundation Inc2170 N Pointe Dr, Warsaw, IN 46582-9043IN1967-11$72,939,129
2Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$14,734,494
3The Beall Family Foundation5 San Joaquin Plz Ste 320, Newport Beach, CA 92660-5936CA2001-02$11,754,599
4North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$6,461,062
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$2,910,909
6Pugdin Memorial Fund P 61620004PO BOX 3038, Milwaukee, WI 53201-3038WI2000-03$2,007,783
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$698,073
8Gordon G Wilson Trust Uw Fbo, Covington United 32100302010 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-01$590,765
9Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$121,688
10Cargill Macmillan Jr Charitable Tr, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$71,682
11Fund For Wisconsin Scholars Inc1506 Wood Ln, Madison, WI 53705-1457WI2008-03$47,439,024
12B A And Esther Greenheck Foundation, Gumness Sandra L Ttee500 1st St Ste 2200, Wausau, WI 54403-4871WI1999-04$36,261,626
13Charles E Benidt Foundation IncPO BOX 86, Elm Grove, WI 53122-0086WI2003-03$31,308,408
14Joy Foundation IncE5948 852nd Ave, Colfax, WI 54730-4604WI2001-12$30,996,410
15Jerome J & Dorothy H Holz Fam Foundation 10192001, Holz Jerome D Holz Et Al Cio-Ttee10400 W Innvtn Dr Ste 110, Milwaukee, WI 53226-4840WI2003-05$26,777,000
16Lester & Frances Johnson Foundation Inc701 Deming Way Ste 100, Madison, WI 53717-2916WI2000-04$10,352,583
17Martha Sue Parr TrC/O Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI2004-02$8,899,964
18Easter Foundation Inc958 Hickory Ave, De Pere, WI 54115-3016WI2004-09$7,056,817
19Leslie & Loretta Copeland Foundation Tr 2600051400Jpmorgan Chase Banknapobox 3038, Milwaukee, WI 53201WI2008-11$5,727,383
20Hendricks Family Foundation Inc, Gary G Grabowski2870 Riverside Dr, Beloit, WI 53511-1506WI2004-06$4,951,801
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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